Nick Sudbury

Have The Shipping Trusts Hit Rock Bottom?

Many of the alternative asset classes have fallen out of favour and trade at wide discounts to NAV, with the…

Could Changing Sentiment Breathe New Life Into The Defensive Trusts?

The equity markets have taken a bit of a knock in recent weeks with the conflict in the Middle East…

The Best And Worst Performing Trusts From A Turbulent First Quarter

It has been an interesting start to the year with the macro-economic data driving sentiment one way then another creating…

The UK Investment Trust That Is Trading On Eight Times Earnings

There is a general consensus that the UK stock market is cheap compared to the US, particularly when you look…

Two Infrastructure Trusts With High And Rising Dividends

One area of the market that remains out of favour is the core infrastructure sector, with many of the constituent…

Discount Control Mechanisms: The Good, The Bad And The Ugly

Investment trusts have been through a difficult period, with poor investor sentiment forcing many well below their net asset value.

Hard Or Soft Landing: Which Funds Would Benefit?

The big issue facing investors at the moment is whether the economy will experience a hard or soft landing. Whichever…

Poor Year For BlackRock World Mining

Investors in the £1.2bn BlackRock World Mining have endured a difficult period with the NAV down 6.2% on a total…

Smithson Board Capitulates And Agrees To A Continuation Vote

Nick Sudbury provides an update after Smithson added a continuation vote to its AGM.

Smithson Bounces Back But Skips The Continuation Vote

The £2.5bn global small and mid-cap specialist Smithson (LON: SSON) has just released its annual results for the year to…