European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be coming under control, but with growing signs of a recession in Europe, sentiment is poor. Consequently, valuations […]
European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be retreating, but with growing signs of a recession in Europe, sentiment appears to be poor. Valuations of […]
Gabelli Merger Plus+ (GMP) has published its annual results for the year ended 30 June 2023, during which it provided NAV and share price total returns of 10.54% and 1.33% respectively (in US dollar terms). It compares itself primarily against the US 3-month treasury bill index, which returned 3.80% although given the radically different risk […]
Economic and Political Monthly Roundup Investment companies | Monthly | October 2023 Reading the headlines, it still feels that we are trying to walk across a frozen lake. While none have yet to fall though, cracks are starting to appear, and some are certainly closer to making it to the other side than others. In […]
Economic and Political Monthly Roundup Investment companies | Monthly | September 2023 August was a moderately volatile month for markets as the economic picture in China worsened. Developed markets held up better than emerging markets. Yields on US government debt rose. Oil prices edged up, but the big jump was in natural gas prices as […]
Economic and Political Monthly Roundup Investment companies | Monthly | August 2023 The one thing finance seems to love is a good buzzword, with the most recent one being the ‘magnificent seven’ – the seven mega cap tech stocks which have dominated global equity markets over 2023 – specifically, Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia […]
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 […]
Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 “The output of innovation is alive and well” At a time when interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous […]
Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 The output of innovation is alive and well As interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance. The trust […]
Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 The output of innovation is alive and well As interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance (see page […]
