Nick Sudbury

Merchants Trust: Time to shine

The top performing UK Equity Income trust looks well-placed to benefit from the continued rotation from value to growth.

Tough year for Scottish Mortgage but is now the time to buy the dip?

It has been hard going for investors in Scottish Mortgage whose shares have halved from the recent all-time high, yet…

Smithson: Keep calm and carry on regardless

It has been a brutal few month’s for Terry Smith’s popular investment trust with the sharp increase in bond yields…

Potential buying opportunity for BlackRock Smaller Companies

It has been a brutal few months for many growth-oriented trusts including in the UK smaller companies sector, with the…

Buying opportunity for Round Hill Music

The music royalties investment trust has built up a varied portfolio of vintage catalogues, which provides a diversified source of…

The investment trust that is set to benefit from higher inflation and interest rates

Middlefield Canadian Income is heavily invested in pipelines and energy, real-estate, financials and renewable power generation, it also enjoys a…

To what extent can infrastructure trusts protect you against inflation?

Annual inflation as measured by the Consumer Prices Index is forecast to hit seven percent this year, so is it…

Is this a buying opportunity for private equity?

A number of listed private equity funds have recently reported impressive results for 2021, yet their share prices have fallen…

Building an income portfolio in a rising rate environment

With central banks beginning to tighten it looks as though this period of easy money is coming to an end,…

How to diversify your portfolio to survive stagflation

It looks like we may be entering a period of stagflation, with higher inflation and slowing economic growth threatening to…