By Jean-Baptiste Andrieux, Reporter, Trustnet, 25 April 2024: Fundsmith Equity and Scottish Mortgage rank high on investors’ buy lists due to their impressive performance over the past decade. As a result, fans of the two global large-cap portfolios might also be interested in their small-cap siblings, Smithson and Edinburgh Worldwide. In theory, small-caps should outperform […]
by Cherry Reynard from interactive investor, 23rd April 2024: Private equity investment trusts look like a glaring opportunity. They are trading at or near all-time record discounts after a long period where the sector has been out of favour. Holdings in the trusts have generally continued to perform well, with valuations stable. Yet these trusts […]
Investment trust insider on US small caps – James Carthew: US small caps will have their magnificent rally We know that UK-focused smaller company trusts have been suffering recently and one of the reasons cited is that UK-based investors are reducing their allocation to the domestic stock market within their portfolios. The destination for their […]
Valeria Martinez, Investment Week, 18 April 2024: Hipgnosis Songs Fund’s (SONG) share price has soared by nearly a third on the back of a $1.4bn deal to acquire the trust, with potential for the offer to spark a bidding war. After enduring months of turmoil, investors in the £1.6bn music royalties trust are hoping the […]
Lauren Hardy, Portfolio Adviser, 18 APRIL 2024: Concord Chorus Limited (Bidco) – an entity controlled by Alchemy Copyrights – has agreed to purchase the entire issued share capital of the beleaguered music royalties investment trust, Hipgnosis Songs Fund. The proposed deal values the entire capital of Hipgnosis at $1.4bn, which equates to $1.16 (£0.932) per […]
By Jean-Baptiste Andrieux, Reporter, Trustnet, 18 April 2024: F&C Investment Trust and Alliance Trust are among the largest investment trusts in the IT Global sector and have a long history dating back to the 19th century, making them popular choices as one-stop-shops for core exposure to global equities. Investors might have a hard time choosing […]
By Matteo Anelli, Senior reporter, Trustnet, 17 April 2024: Investors who are bullish on Scottish Mortgage’s unlisted companies could broaden their horizons and consider the Schiehallion trust instead, which is “the purest version of Baillie Gifford’s private equity holdings”, according to Peel Hunt analysts.. “We look across to Schiehallion for multiple reasons,” the analysts continued. […]
Investment trust insider on benefiting from yield while waiting for a re-rating – James Carthew: I’ve bought two more renewables, now looking at UK equity income Disappointing inflation figures look likely to delay the start of interest rate cuts in the US. This is an unhelpful development for the many investment company sectors that have […]
By James Carthew, QuotedData,15 April 2024: The Nikkei 225, one of the flagship indices used to measure the performance of the Japanese market, hit a new all-time high in February and has carried on climbing since. That is a big deal because the previous high was set in 1989 and was followed by a prolonged […]
by Dave Baxter, Investors’ Chronicle, April 12, 2024: A recovery in the investment trust sector has faltered in the first quarter, leaving plenty of options for bargain hunters. The lively market rally that took hold in late 2023 saw many trust shares ride high and discounts to net asset value (NAV) come in somewhat. That […]
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