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Canada’s US problem – time for investors to think differently?

For UK investors, Canada has traditionally occupied a slightly awkward position. It is one of the world’s largest developed economies, home to major banks, miners and energy companies, yet it rarely receives much attention as a standalone allocation. More often, Canada is folded into a broader “North American” portfolio dominated by the United States. However, […]

CT Private Equity forecasts more uplifts to come as mature portfolio spies “meaningful pipeline” of exits

Tom Burnet, the new chair of CT Private Equity (CTPE), has predicted the £346m investment trust will see more profitable exits like the 71% uplift it made taking £17.9m on its stake in Cyberhawk when the US drone-based inspection group was snapped up for $125m in June. Burnet, who succeeded Richard Gray at the helm […]

Three catalysts for healthcare’s continued recovery

The healthcare sector has picked up strongly over recent months as a significant beneficiary of the rotation out of crowded trades in AI and technology. We believe the mid to long-term trend is also much improved for healthcare as investors start to appreciate a variety of drivers which could support outperformance. The sector has had […]

Morning briefing: Vietnam trusts recover from July “blues”; Valhalla lifts HgCapital stake to over 13%; EJF predicts more US bank bids; JARA appoints liquidators

Vietnam’s economy and the earnings of its listed companies are strengthening yet share prices have gone the other way, say Vietnam Enterprise (VEIL) fund manager Tuan Le and Craig Martin, chair of Dynam Capital, the manager of Vietnam Holding (VNH). Tuan Le points to “foreign selling and a domestic flight to bank deposits” for offsetting […]

Oakley Capital Investments – On the right side of AI

On the right side of AI The rapid progress of AI has raised legitimate concerns over the durability of parts of the software sector, weighing on several private equity trusts with exposure to the sector. We believe this to be overdone in the case of Oakley Capital Investments (OCI), which appears well positioned to benefit […]

Oakley Capital Investments – On the right side of AI

On the right side of AI The rapid progress of AI (especially agentic AI) has raised legitimate concerns over the business models of some companies within the software sector, affecting several private equity trusts exposed to these sorts of businesses. We believe these concerns are overstated for the companies in Oakley Capital Investments’ (OCI) portfolio. […]

Oakley Capital Investments – On the right side of AI?

On the right side of AI? Progress in the capabilities of agentic AI has raised concerns for some investors over the durability of parts of the software sector, weighing on several private equity trusts with exposure to the sector. However, the managers of Oakley Capital Investments (OCI) feel it is well positioned to benefit from […]

Invesco launches low-cost active rival to global equity trackers

Invesco has expanded its active ETF range with a global equity strategy that uses value, quality and momentum signals to try to outperform the broader market. The Invesco All Country World Enhanced Equity UCITS ETF has launched on the London Stock Exchange, giving investors access to an actively managed portfolio of large and mid-cap companies […]

“Disappointing” Partners Group Private Equity prepares to restructure after reporting 8.6% first half loss

Partners Group Private Equity (PEY) has seen its five-year annualised return fall into negative territory as it prepares to give disgruntled shareholders a 30% exit. Interim results show that six successive months of investment losses knocked 8.6% off the net asset value (NAV) of the investment company in the first half of the year, nearly […]

Morning briefing: Popular BlackRock American seeks 30% share issue approval; Alternative Income “deeply frustrated” by AEW UK’s withdrawal; RM Funds will back Saba wind-up vote on Gore Street; plus TR Property

BlackRock American Income (BRAI) is seeking shareholder approval to issue up to 30% more shares as investor demand continues to be strong following the adoption of a systematic stock-picking approach in April last year. The investment trust will ask shareholders to vote on three separate resolutions at a general meeting on 14 September, each approving […]

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