Investment trust insider on BMO Global Smaller Companies – James Carthew: How I’d shake up BMO Global Small Caps The Global Smaller Companies sector is a fairly tight-knit group. Tracked by the Association of Investment Companies, it has a couple of investment trusts with a strong bias to growth and technology, those being Edinburgh Worldwide (EWI) […]
Investment trust insider on renewables – James Carthew: Navigating the NAV declines in renewables If you follow the renewable energy sector, you will have noticed the reductions in net asset values (NAVs) that have been prevalent over the last few quarters. Last week JLEN Environmental Assets (JLEN) and GCP Infrastructure (GCP), which has around 60% of […]
Which trusts manoeuvred during 2020 and which stood their ground? Kathleen Gallagher, Investment Week, 08 June 2021 • 4 min read Several investment trusts overhauled their portfolios during the market volatility of 2020 as managers chose to revamp their holdings and take advantage of depressed markets. However, other managers saw this strategy as counter-productive and […]
Trust hopes to replicate Alibaba success Mike Sheen, Investment Week, 08 June 2021 • 3 min read The company, which notably benefited from being an early investor in Alibaba ahead of its record-breaking $25bn IPO in 2014, told investors this morning (8 June) that the unlisted space in China has “expanded quite markedly and offers some […]
Could ‘megatrends’ shaping the world make you mega-rich? From automated factories to wind farms, global changes are being sped up by Covid – and could transform YOUR fortunes By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 5 June 2021 | UPDATED: 11:44, 6 June 2021 In a ‘bigger is better’ world, it is no longer enough for economists and […]
Investment trust insider on energy efficiency – James Carthew: Aquila launch shows energy efficiency income building up steam Last week saw the fifth successful investment company flotation of 2021 with the launch of Aquila Energy Efficiency Trust (AEET). The £100m the initial public offer (IPO) raised was less than its £150m target, but matched the money […]
We explain a rule change Scottish Mortgage shareholders are being asked to vote on 2nd June 2021 09:37, by Kyle Caldwell from interactive investor The UK’s largest investment trust is proposing a change to its directors’ share qualification rule in its forthcoming annual general meeting. At present, new members to the board of Scottish Mortgage Ord will need to put nearly […]
Investment trust insider on AVI and activism – James Carthew: AVI makes fresh gains with activist push In recent months, AVI Global (AGT) and AVI Japan Opportunity (AJOT) seem to have ramped up their activist activities. To be fair, engaging with companies to unlock value for the benefit of shareholders is core to the approach of […]
Clothing and energy price rises spark fears the cost of living is set to soar: Here’s how to stop inflation blowing a hole in your life savings By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 22 May 2021 | UPDATED: 10:41, 23 May 2021 If you have filled a car with petrol, bought new clothes or treated yourself to […]
Investment trust insider on private equity again – James Carthew: Private equity trusts remain grossly mispriced Just over a year ago, I wrote an article to highlight the unjustified discounts that trusts in the private equity sector were trading on. My pick of the bunch was Standard Life Private Equity (SLPE), which at that time was […]
