James Carthew comments on consolidation in the industry in Cherry Reynard’s article: “The main impetus for trust consolidation is coming from the wealth managers – who are themselves consolidating,” Read the article here
Richard Williams comments on the offer for SEGRO in Robin Amos’ article: “SEGRO’s potential has arguably improved with a latent large data centre development pipeline. The argument now is whether it has the balance sheet capacity to build out this pipeline quickly enough to extract superior returns.” Read the article here
James Carthew: Erratic PE valuations sent tremors through trusts The rapidly changing estimates on private assets has been volatile, for better or worse. Valuing private assets is as much art as science, but we have had some savage moves – up and down – in the values of some assets recently. At Aquila European Renewables […]
James Carthew comments on the questions being raised by the Aquila board in Helen Kirrane’s article: “The board is saying we’ve been paying you management fees based on a NAV of one value and you come back saying these things are worth less than that. One thing or the other is true,” Read the article […]
James Carthew comments on fund manager departures in Helen Kirrane’s article: “You have to look under the hood a bit and see if the investment process and the team behind it is robust enough..” Read the article here
James Carthew writes about the demand for commodities in Portfolio Adviser magazine: “Between January 2023 and March 2025, we saw a steady sell-off in broadly-based commodities trusts. Then, in the wake of US President Donald Trump’s Liberation Day, almost all metals saw decent price gains over the second half of 2025. Low oil prices were […]
Matthew Read comments on the responsibility of the new IEM board in Patrick Sanders’ article: “This next step will show whether Saba’s chosen directors are really as independent as it has claimed they will be,” Read the article here
James Carthew comments on the drivers in the sector in Helen Kirrane’s article: “Innovation in the sector is driving new drug discoveries and advances in medical devices,” Read the article here
David Batchelor writes on Japan in Trustnet: “The return of investor interest to a market that had suffered over two ‘lost decades’ has been the result of ongoing corporate reforms in recent years that have made the country markedly more friendly to investors. At first sight, the landslide election victory of prime minister Sanae Takaichi […]
Matthew Read comments on Saba’s revised Workspace proposals in Michael Nelson’s article: “Saba continues to present the gap between Workspace’s share price and NAV as if it can be mechanically harvested by selling assets and buying back shares, but this is overly simplistic.” Read the article here
