James Crux, Shares Magazine, 22 September 2022: On 5 September, asset manager Abrdn (ABDN) announced that veteran and very successful fund manager Harry Nimmo will retire… When a fund manager who has forged a particularly strong track record exits stage left, it is tempting to immediately sell your fund units or investment trust shares. However, […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 17 September 2022: Investors are enduring a difficult spell. High inflation is eating into returns, huge volatility is creating dramatic market swings and most portfolios have lost value since the start of the year. Amid the turbulence, you might expect that healthcare companies would provide a safe port […]
Investment Week, 15 September 2022: Following yesterday’s (14 September) revelation that the £319m Fundsmith Emerging Equities investment trust (FEET) would be entering a voluntary liquidation, industry experts were divided on the decision. Investment trusts being wound up is not uncommon and many would argue that it can be the right thing to do when a […]
By Dave Baxter, Investors’ Chronicle, September 8, 2022: UK EQUITY INCOME (4 FUNDS) An area of focus for many of our readers, UK equity income has been a good port in a storm thanks to the composition of the FTSE 100, while dividends have also made a strong recovery from the dark days of 2020. […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 10 September 2022: There was a real ‘back to school and back to business’ feel in the air last week – until we learnt of the sad death of the Queen. While parents took pictures of uniformed offspring outside their front doors, the press took pictures of the […]
Investment trust insider on Sustainable Farmland – A simpler route to Sustainable Farmland After a prolonged period when flotations of new investment companies seemed to be off the table, three closed-end funds have decided to brave the storm and launched their initial public offers (IPO). The three – Welkin China Private Equity (WCPE), Sustainable Farmland […]
Investment trust insider on investment company short positions – James Carthew: The UK’s most shorted investment companies The pound is sliding. This is hardly surprising given the state of the nation’s finances and the apparent sprouting of a magic money forest to fund tax cuts and energy price subsidies. Against this backdrop, I find it […]
Jayna Rana, inews, September 5, 2022: After years of outperformance due to the success of growth and technology stocks, both of which feature heavily in the USA’s biggest indices, the country has struggled since the turn of the year. Inflation has been steadily climbing and we have already seen US central bank, the Federal Reserve […]
Investment trust insider on discount opportunities – James Carthew: India trusts on the most unsuitable discounts This has not been a great year for the investment company sector so far. Launches have dried up, fundraising is constrained to a few sectors, and performance figures are looking quite poor in some areas as a combination of […]
Christopher Akers, Investors’ Chronicle, September 1 2022: Investing in frontier markets means putting your money into economies whose exchanges are considered to be even less developed than emerging markets. The risks, from less liquid trading to limits on the foreign ownership of companies, reflect this. But if you can tolerate these risks, investing in frontier […]
