Heralding in the age of AI In a world where AI stocks have appeared to determine the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these tailwinds. Further, it is trading on a discount within a universe arguably known for its high valuations, currently this is 11.5%. HRI’s […]
Heralding in the age of AI In a world where the share prices of AI-related companies have determined the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these potent tailwinds while still offering an arguably seldom-found discount opportunity within a universe known for its high valuations, coupled with […]
by Dave Baxter, Investors Chronicle, May 14, 2024: Areas like biotech can be racy at the best of times and especially vulnerable to shifting investor whims. That much has become evident in recent years: the average investment trust in the AIC’s Biotechnology and Healthcare sector made a whopping 21 per cent share price total return […]
First quarter of 2024 Investment Companies | Quarterly roundup | April 2023 Kindly sponsored by abrdn Equity rally belies difficult quarter for sector 2024 started on strong footing, with global equities (as measured by the MSCI All Countries World Index) rallying 9.2% over the first three months (in sterling terms). However, while there some standouts […]
March 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in February 2024 The key drivers of market moves in February can be summarised as: a renewed fixation on AI; rising yields in response to higher than anticipated inflation in some markets; and rebounds in a number of markets that suffered during […]
January 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in December 2023 December saw a continuation of November’s market rally, with the MSCI All Countries World Index up 4.1%. However, the excitement did show signs of faltering towards the end of the month, as investors had to weigh the actual likelihood […]
Economic and Political Roundup Investment companies | Monthly | December 2023 November saw a deepening of the world’s geopolitical woes, with intensifying conflict in the Middle East and continued belligerence in Ukraine. Despite the hostilities, the market mood was optimistic thanks to collapsing US Treasury yields, driving government bonds to their best monthly return since […]
A milestone was passed very recently without much fanfare. 15 September 2023 marked the 15th anniversary of the collapse of Lehman Brothers, a vanquished titan of American finance, an event which precipitated the 2008 global financial crisis, the most significant downturn since the great depression of the 1930s. While the societal consequence of the crisis […]
Second quarter of 2023 Investment Companies | Quarterly roundup | July 2023 Kindly sponsored by abrdn Calm like a bomb As we wave goodbye to the first half of 2023, we can reflect on what may well go down as one of the most bizarre periods in recent market history. The dominant assumption to begin […]
Economic and Political Monthly Roundup Investment companies | Monthly | July 2023 Picking up from where they left off in May, US markets continued to surge ahead in June, comfortably outperforming their global peers. The return to US dominance has been well documented, particularly regarding index concentration, with the top seven companies on the NASDAQ […]
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