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Nick Sudbury

How to invest alongside the Rothschilds

How to invest alongside the Rothschilds

5 mins. to read

RIT Capital Partners (LON:RCP), the highly regarded investment trust chaired by Lord Rothschild, has recently released its annual results for 2016 and confirmed that it is maintaining its defensive positioning. The £2.9bn fund began life as the Rothschild Investment Trust and was set up to manage part of the wealth of the UK branch of…

Buying opportunity for CATCo Reinsurance Opportunities

Buying opportunity for CATCo Reinsurance Opportunities

5 mins. to read

We all know that we should aim for a well-diversified portfolio, but that is easier said than done given the high correlations between most of the main asset classes. The tendency for different securities to move in unison is particularly acute during a sharp market sell-off, which is precisely when you need your more defensive…

Revamped Alliance Trust has global appeal

Revamped Alliance Trust has global appeal

5 mins. to read

In December the Board of Alliance Trust (LON:ATST) announced plans to change its investment approach by appointing eight specialist equity managers with proven stock-picking skills. The new mandate is designed to improve the performance and is subject to a shareholder vote on 28th February. If the plans are approved the £3.1bn fund will give investors…