Turning tariffs into opportunity? In an environment of heightened volatility that appears to have been triggered by Trump’s tariff policies, European stocks have remained relatively resilient. Germany’s plans to increase defence and infrastructure spending, combined with falling interest rates, appear to have contributed to improved sentiment towards the region. Montanaro European Smaller Companies’s (MTE’s) portfolio […]
SpaceTech – the critical frontier in modern defence Seraphim Space Investment Trust (SSIT) provides investors with focused exposure to the commercial space sector – one that is increasingly intertwined with defence. Around 78% of the trust’s portfolio has applications in defence, and key holdings such as ICEYE and ALL.SPACE are already embedded in the operational […]
SpaceTech – the critical frontier in modern defence Seraphim Space Investment Trust (SSIT) provides investors with focused exposure to the commercial space sector – one that is increasingly intertwined with defence. Around 78% of the trust’s portfolio has applications in defence, and key holdings such as ICEYE and ALL.SPACE are already embedded in the operational […]
SpaceTech – A key frontier in modern defence Seraphim Space Investment Trust (SSIT) provides investors with a focused exposure to the commercial space sector – one that its manager highlights is increasingly intertwined with defence. Around 78% of the trust’s portfolio has applications in defence, and key holdings such as ICEYE and ALL.SPACE are already […]
Temple of performance Temple Bar Investment Trust (TMPL) is continuing to deliver for its shareholders. Over each of the past three years, both its NAV and share price total return have been ahead of the UK market and global equities, as well as the closest index comparator, the MSCI UK Value Index. This marked outperformance […]
Temple of performance Temple Bar Investment Trust (TMPL) is continuing to deliver for its shareholders. Over each of the past three years, both its NAV and share price total return have been ahead of the UK market and global equities, as well as the closest comparator, the MSCI UK Value Index. This marked outperformance has […]
Temple of performance Over each of the past three years, Temple Bar Investment Trust’s (TMPL’s) NAV and share price total returns have been ahead of the UK market and global equities, as well as the MSCI UK Value Index. The managers, Ian Lance and Nick Purves, say that this relative outperformance has been achieved through […]
An entry as well as an exit opportunity The financials sector is too big to ignore, yet too complex for most investors to cover effectively. Fortunately, Polar Capital Global Financials Trust (PCFT) makes an ideal subcontract. Its attractions are amplified by its structure, which provides shareholders with regular exit opportunities, one of which is on […]
An entry as well as an exit opportunity The financials sector is too big to ignore, yet too complex for most investors to cover effectively. Fortunately, Polar Capital Global Financials Trust (PCFT) makes an ideal subcontract. Its attractions are amplified by its structure, which provides shareholders with regular exit opportunities (chances for investors to redeem […]
An entry as well as an exit opportunity The financials sector is a significant component of global markets, yet is often complex for many investors to analyse comprehensively. Polar Capital Global Financials Trust (PCFT) offers an accessible investment vehicle for gaining exposure to this sector. Its structure provides shareholders with regular exit opportunities, one of […]
May Monthly | Investment companies Winners and losers in April 2025 April’s top performing sector, Infrastructure Securities, was buoyed by improving sentiment around interest rate stability and a broader rebound in risk appetite. Although these funds typically move in line with bond markets, their equity-like traits may have drawn income-seeking investors back into the fold […]
Winners and losers in April 2025 Best performing funds in price terms (%) Social Housing REIT 15.7 Urban Logistics REIT 12.0 Regional REIT 10.4 Helical 9.6 NewRiver REIT 9.5 Sirius Real Estate 9.4 Primary Health Properties 9.2 Shaftesbury Capital 8.7 Big Yellow Group 7.9 Land Securities 7.7 Source: Bloomberg, Marten & Co Amid the global […]
In April, the US economy faced mounting challenges as President Trump’s ‘Liberation Day’ tariff policies began to take a toll. These included a 145% levy on Chinese goods and a 10% blanket tariff on all imports, raising concerns about inflation and economic stability. Economists warn of a potential recession, with some forecasting a 90% chance […]
Riding out the tariff storm Uncertainty levels have been dialled up across global markets, with Trump’s tariffs throwing up a new dimension of risk. RIT Capital Partners’ (RIT’s) diversified portfolio (across asset classes, sectors and geographies) and stringent risk controls put it in a unique position to weather the storm. Leveraging off its manager’s investment […]
Riding out the tariff storm Uncertainty levels have increased across global markets, with Trump’s tariffs throwing up an additional source of risk. RIT Capital Partners’ (RIT’s) diversified portfolio (spread across asset classes, sectors and geographies) and stringent risk controls put it in a unique position to weather the storm. Leveraging off its manager’s investment skillset […]
Riding out the tariff storm Uncertainty levels have increased across global markets, with the implementation of tariffs by the Trump administration introducing a new dimension of risk. RIT Capital Partners’ (RIT’s) managers believe that its diversified portfolio (across asset classes, sectors, and geographies) and comprehensive risk controls place it in a position to navigate challenging […]
Significant headwinds, but still value Rising interest rates, a fixation on mega-cap AI stocks, and the election of a US administration that would rather “drill, baby, drill” than address the increasingly obvious and damaging effects of climate change have all combined to turn sentiment against the environmental sector. However, as IEM’s board and managers emphasise, […]
Significant headwinds, but still value Rising interest rates, a fixation on mega-cap AI stocks, and the election of a US administration that would rather “drill, baby, drill” than address the increasingly obvious and damaging effects of climate change have all combined to turn sentiment against the environmental sector. However, as Impax Environmental Market’s (IEM’s) board […]
Significant headwinds, but still value Rising interest rates, a focus on mega-cap AI stocks, and the election of a US administration that has set out to “drill, baby, drill”, rather than address the damaging effects of climate change appear to have contributed to negative sentiment towards the environmental sector. However, as IEM’s board and managers […]
Cheap stocks, bold reforms, big ambitions Vietnam Holding’s (VNH’s) manager says that Vietnam still offers one of the most compelling macro stories across emerging markets. It notes that concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but says that Vietnam’s fundamentals remain attractive, adding that […]
Cheap stocks, bold reforms, big ambitions Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms […]
Cheap stocks, bold reforms, big ambitions Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms […]
High growth, bigger yield Montanaro UK Smaller Companies (MTU) has adopted a new enhanced dividend policy, paying out 1.5% of net asset value (NAV) every quarter. This will make it one of the highest-yielding UK equity strategies on the market. For traditional equity income investors, whose portfolios tend to be tilted towards more value-focused cash-generative […]
High growth, bigger yield Montanaro UK Smaller Companies (MTU) has adopted a new enhanced dividend policy, paying out 1.5% of NAV every quarter. This will make it one of the highest-yielding UK equity strategies on the market. For traditional equity income investors, whose portfolios tend to be tilted towards more value-focused cash-generative stocks, MTU’s combination […]
High growth, bigger yield Montanaro UK Smaller Companies (MTU) has adopted a new enhanced dividend policy, paying out 1.5% of NAV every quarter. This should, all things being equal, position it among the highest-yielding UK equity strategies on the market. For traditional equity income investors, whose portfolios are typically tilted towards more value-focused cash-generative stocks, […]
More bang for your buck BlackRock Throgmorton’s (THRG) manager, Dan Whitestone, has recently celebrated his 10th year at the helm of the trust, as well as his ninth financial year of outperformance, with THRG’s recently released full-year results showing outperformance of 2.2% over its benchmark (the Deutsche Numis Small Cap ex Investment Companies plus AIM […]
More bang for your buck BlackRock Throgmorton’s (THRG) manager, Dan Whitestone, has recently celebrated his 10th year at the helm of the trust, as well as his ninth financial year of outperformance, with THRG’s recently released full-year results showing outperformance of 2.2%. These results not only highlight Dan’s skill in stock selection, having adapted THRG’s […]
More bang for your buck? BlackRock Throgmorton’s (THRG) manager, Dan Whitestone, has recently celebrated his 10th year at the helm of the trust, as well as his ninth financial year of outperformance, with THRG’s recently released full-year results showing outperformance of 2.2%. The results highlight Dan’s track record in stock selection and how the portfolio […]
Playing the long game Caledonia Investments’ (CLDN’s) recent Private Capital Spotlight provided an opportunity to deep dive into the company’s private capital pool investments. In this part of the portfolio, it has a target of up to 10 companies and currently it accounts for 29% of CLDN’s NAV. This note explores the private capital pool […]
Playing the long game Caledonia Investments’ (CLDN’s) recent Private Capital Spotlight provided an opportunity to deep dive into the company’s private capital pool investments. In this part of the portfolio, it has a target of up to 10 companies and currently it accounts for 29% of CLDN’s NAV. This note explores the private capital pool […]
