Nick Sudbury

The best Real Estate Investment Trusts for 2022

Last year was a good one for REITs with the sector outperforming the FTSE All-Share index by around 11% and…

Three specialist trusts for 2022

The investment trust team at Winterflood have just announced their recommendations for the year and these include three specialist vehicles…

The best trusts and funds for 2022

It is never easy to forecast what is going to happen in the year ahead, but 2022 is likely to…

Value versus growth: the great rotation?

In the last six weeks global value has outperformed growth by around ten percent. This really could be the start…

The best and worst performing funds of 2021

Nick Sudbury runs through the 2021's top picks and some funds that you would have been better off avoiding.

The Fed comes clean and admits that inflation is not transitory

Monetary policy is finally being tightened, but the markets are not pricing in the full extent of the measures needed…

The Monks investment trust: a portfolio of Baillie Gifford’s best-ideas

Although not as well-known as its larger stablemate, Scottish Mortgage, Monks provides a great way to gain exposure to Baillie…

Schroder Asian Total Return: attractive ‘all-weather’ mandate

Some investment trusts don’t get the attention they deserve with Schroder Asian Total Return being a case in point; its…

HICL Infrastructure: solid performance with a 4.9% inflation-linked yield

Real assets such as infrastructure are among the best ways to protect yourself against rising inflation with the returns from…

Which trusts and funds are the professionals buying?

The latest updates from the various fund-of-funds can give some useful pointers as to where the managers are finding value.