Investment trust insider on Hydrogen – again! – James Carthew: The hydrogen bubble burst, but there is substance to this green power At risk of overkill, I’m having a second look in a month at HydrogenOne Capital Growth (HGEN) after the investment trust’s day with analysts and investors in the City last week. This saw […]
David Brenchley, February 26 2023, The Sunday Times: With the best one-year fixed savings account now paying 4.31 per cent, riskier investments such as stocks and shares may seem less attractive than they have been for a long time. If you can get a high interest rate on your money, why take more risk in […]
By Val Cipriani, Investors Chronicle, February 17, 2023: For a sector that prides itself on offering attractive yields with an eye on capital preservation, renewable energy trusts have had a bumpy ride over the past few months. Having soared in early 2022 as energy prices spiked, share prices plummeted following the Truss-Kwarteng ‘mini’ Budget in […]
Eve Maddock-Jones, Investment Week, 17 February 2023: Investors seeking broader portfolio diversification and higher risk returns via frontier markets have fewer options available today than in 2021. Persistent poor performance encouraged several liquidations of emerging markets portfolios, such as the Jupiter Emerging & Frontier Markets trust. This has meant “investors wanting to invest in frontier […]
Kathleen Gallagher, Investment Week, 26 January 2023: Literacy Capital trust saw a total NAV return in the final three months of 2022 of 9.3%, as it continues to shift its portfolio to more mature companies. In its quarterly trading update the trust said that its total NAV return for the year was 51.7%. The trust, […]
by Jennifer Hill from interactive investor, 15 February 2023: We ask a range of experts for potential fund substitutes for funds and trusts consistently high in demand, including Scottish Mortgage, Fundsmith Equity, City of London, and Vanguard LifeStrategy. Investing can be a fickle business as money follows the latest trend but analysis of the most-bought […]
Investment trust insider on Pershing Square – James Carthew: Pershing Square on my buy-list after fresh US listing talk In the North American sector, the best-performing fund over 2022 was North American Income Trust (NAIT), which grew total net asset value (NAV) by 7.3% and oversaw a 12.8% total return to in shareholders driven by […]
Elliot Gulliver-Needham, Investment Week, 10 February 2023: Russia’s invasion of Ukraine, spiralling inflation and a renewed focus on energy security defined 2022, leading to a rapid evolution of investor attitudes towards the energy sector… According to the World Bank, energy prices in 2023 are expected to be 75% above their average over the past five […]
Valeria Martinez, Investment Week, 9 February 2023: Scottish Mortgage is sitting in an uncomfortable position with its private equity exposure at full capacity, but analysts have pointed out several ways the managers of the £14.5bn investment trust giant could relieve some of the pressure. As a result of public equity market falls, particularly among the […]
Investment trust insider on income in time of inflation – James Carthew: Choppy outlook for income folk One question I have been pondering is, how would an income investor reliant on a portfolio of investment companies be faring now? Unfortunately, it looks as though some belt-tightening would be required. For example, companies that adopted a […]
