Ian Conway, Shares Magazine, 18 August 2022: With inflation eating away at investors’ income, high-yield trusts can look very appealing. However, the big question investors should ask before committing themselves is just how sustainable are the dividend streams? In this article we analyse four of the highest-yielding trusts, with a diverse mix of income generation, […]
James Crux, Shares Magazine, Thursday 18 August 2022: If you want to build up a pot of money for the future, be it retirement or paying for some of life’s expenses including children’s university fees or a loft conversion, investment funds can be a great way to grow your savings. They enable you to quickly […]
Investment trust insider on Riverstone Credit Opportunities – James Carthew: Riverstone Credit comes with baggage but could see 15% annual gains Riverstone Credit Opportunities (RCOI) has a market capitalisation of just $79m (£65m), which limits its usefulness as far as most institutional investors are concerned. It would like to trade at or above asset value, […]
James Crux, Shares Magazine, 11 August 2022: Investors seeking a ready-made portfolio of high-quality small fry selling at a knock-down price should consider Montanaro UK Smaller Companies (MTU). The investment trust has a long track record of outperforming peers, and its shares are currently trading at 7.7% below the value of its assets. While it […]
by Kyle Caldwell from interactive investor, 8th August 2022: Investment trust bargains are back, with the average discount moving from a lowly 2.2% at the start of this year to 7.4% today. Prior to the strong month for stock markets in July, that average discount figure was even wider, hitting a 12-month peak of above […]
Investment trust insider on Pantheon International – James Carthew: I’m still willing to PIN my hopes on a cheap private equity stalwart The Pantheon International (PIN) annual report is out – all 200 pages of it – and I think it’s worth dissecting. Over the 12-month period ended 31 May 2022, the fund, which is […]
Richard Williams for Investment Week, 21 July 2022: As the wider economic challenges grow, providing insulation from the worst of the downturn has become a priority. The social housing sector has all of the characteristics to provide this protection, while also delivering substantial social impact. Despite the fundamental asset being residential property, it has very […]
By ANNE ASHWORTH FOR THE DAILY MAIL, 5 August 2022: During this summer of high anxiety about Planet Earth, space has become a focus of attention for investors. What better time to explore technologies that sound like science fiction, but could solve terrestrial challenges, while providing a route to portfolio diversification? The new James Webb […]
Investment trust insider on Fidelity European – James Carthew: Fidelity’s Sam Morse provides good guide through Europe’s gloom As Gazprom restricts gas supplies to Europe and gas prices hit new highs as governments face difficult decisions about how to react, it is probably not surprising that investment companies focused on European equities have been struggling. […]
Investment trust insider on Biotech Growth – James Carthew: BIOG believes the biotech tide has turned Following my recent look at the biotech sector, I thought I would return to Biotech Growth (BIOG) which held its annual general meeting last week when investors got to hear from fund manager Geoff Hsu of Orbimed. The sector […]
