magazine archive
magazine archive
Investment Trusts
Have global investment trusts been the ticket to strong returns?
Thursday 03 Oct 2019Political and economic turmoil continues to grip the UK. Many investors have been sent running for safer places to stash their cash. Bond markets have soared, gold is close to record highs and money continues to flood out of UK equity funds. UK investors have been struggling to get much bang for...
The search for undervalued companies in Europe
Thursday 26 Sep 2019Investors remain pessimistic over Europe. Outgoing European Central Bank (ECB) president Mario Draghi has just cut the deposit rate to -0.5% (charging banks more to park their money with the ECB) in order to get them to lend while also resuming quantitative easing (QE) to stimulate the economy...
Taking advantage of an emerging markets opportunity
Thursday 19 Sep 2019Emerging markets (EM) investing is far from risk-free, yet investors who shun this exciting asset class are missing out on some of the fastest growing opportunities in the globe today. Indeed, EM countries are becoming the long-term winners in the current economic climate, a volatile backdrop that...
Is there more risk lurking in your portfolio than you think?
Thursday 12 Sep 2019Investors are concerned about what Brexit means for their portfolios and how to navigate the current tricky markets. There’s no magic bullet, but investors should make sure there aren’t any risks lurking in their portfolios that they aren’t aware of. One step they can take is to check the level of...
Changing a fund manager can benefit investors
Thursday 05 Sep 2019In the same manner a football team’s fortunes can turn upwards when a new manager enters the dressing room, performance can also improve when a new portfolio manager takes over or assumes sole responsibility for an investment trust. A long-standing manager can benefit a trust if they have...
The star performer among Europe-focused investment trusts
Thursday 29 Aug 2019Risks to growth across Europe appear skewed to the downside given the impact of global trade-war rhetoric on sectors including autos and industrial chemicals. However, investors shouldn’t dismiss a select band of niche growth companies making profitable progress under their own steam, yet which...
The investment trust on a quest for growth and value
Thursday 22 Aug 2019One of the largest and most liquid UK smaller company trusts, yet trading at a 10.2% discount to net asset value (NAV) that suggests value abounds, Henderson Smaller Companies ( HSL ) has been successfully managed by trained accountant Neil Hermon since 2002. Hermon has established a formidably...
Introducing the investment trusts on the FTSE 350
Thursday 15 Aug 2019Investors who prefer to entrust capital allocation decisions to a professional money manager as opposed to buying individual stocks are exceptionally well served by the FTSE 350. Within its ranks, you’ll find a highly-diverse batch of investment trusts spanning all the key asset classes. Shares’...
A differentiated way to play the healthcare space
Thursday 08 Aug 2019There are many reasons why investors are attracted to the healthcare space including the chance to back companies which are making a big change to people’s lives as well as finding the next wonder drug and potentially enjoying large profits from its commercialisation. Investing in this space can be...
Seven trusts on bargain ratings: which ones to buy?
Thursday 08 Aug 2019We’ve spotted quite a few investment trusts trading at unusually large discounts to net asset value (NAV). There are good reasons why some of them are out of favour. Other situations are more perplexing which suggests investors could potentially snag themselves a bargain if we assume the discount...