magazine archive
magazine archive
Investment Trusts
Buying brands through investment trusts
Thursday 27 Jul 2017According to WPP’s ( WPP ) annual BrandZ Global Top 100 Most Valuable Brands report for 2017, the value of the Global Top 100 increased 8% year-on-year to $3.6trn despite a year of grand geopolitical surprises. WPP says the value of the BrandZ Strong Brands Portfolio, a subset of the Brandz Top 100...
Looking for opportunities among large companies
Thursday 20 Jul 2017London’s high-flying FTSE 100 hit a record high in May, closing above 7,500 for the first time and currently trades above 7,400. Many large, liquid, internationally-diverse companies are in demand at a time of economic uncertainty, particularly as beneficiaries of lower sterling. Their overseas...
Staying focused amid market noise is key to Bankers’ success
Thursday 13 Jul 2017Being a successful fund manager typically means taking a different viewpoint from the market in order to outperform a benchmark. It requires skill in knowing when to buy and sell and doing so at an advantageous price. The fund manager needs to question everything that’s going on in the markets and...
The growing appeal of investing in logistics facilities
Thursday 06 Jul 2017‘Logistics is the new retail,’ claims Andrew Jones, chief executive of real estate investor LondonMetric Property ( LMP ) . The significant growth in consumers shopping via the internet has led to the rise in specialist real estate, namely large warehouses that act as distribution centres for...
Funds to help portfolios blossom
Thursday 29 Jun 2017The Japanese economy appears to be finally cranking back into growth mode after as ‘Abenomics’ and financial stimulus by the country’s central bank take effect. Reforms, introduced by prime minister Shinzo Abe, are matched by improving corporate governance and are broadly supportive of Japanese...
Funds to hitch a ride on the FTSE 250 rally
Thursday 22 Jun 2017Britain’s mid cap companies have been on a scorching run since investors stopped panicking about the Brexit vote in June 2016. The FTSE 250 index has soared by more than 30% in the past 12 months, chalking-up a new record along the way – closing at 20,024.92 on 26 May 2017. Yet recent events...
Do fewer holdings result in higher risk?
Thursday 15 Jun 2017Diversification is the goal of funds with a large number of stocks in their portfolios. Yet be aware that the more diverse the portfolio, the closer to the benchmark index a fund tends to trade and the less the stock picking skills of the manager can be expressed. Last year, research from the...
Lowland places two big bets
Thursday 08 Jun 2017UK investors may feel there are more questions than answers as we hurtle towards Brexit and detailed negotiations on a deal with Europe. That won’t change in the short-term regardless of the outcome of today’s General Election and the identity of the next government. That suggests, in our opinion,...
Investment trusts with a technology edge
Thursday 01 Jun 2017Big technology companies have become hugely influential over past few decades. Technological advances have revolutionised our lives, changing the way we shop, communicate, work and even date, thanks to the internet’s ability to connect people like never before. It’s no wonder that investors have...
It is getting hard to find investment trust bargains
Thursday 25 May 2017A mere 10% of the main investment trust sectors are trading below their average discount or premium to net asset value (NAV) over the past year. That implies it is becoming harder to find bargains, albeit not impossible. We’ve calculated the 10% statistic by looking at data from financial services...