Nick Sudbury

Two Beaten Down Trusts That Are Trading Buys

The sharp increase in interest rates over the last year or so has provided a real headwind for the majority…

The Beaten Down Areas That Could Benefit From Peak Rates

Last week’s surprise fall in UK inflation to 6.7% enabled the Bank of England to leave interest rates unchanged at…

Going For A Song: Is Hipgnosis Songs Undervalued?

The recent acquisition of the Round Hill Music Royalty Fund by Alchemy Copyrights at a 67% premium to the share…

BBGI Global Infrastructure: Quality Portfolio Available At A Discount

The uncertainty around the future path of interest rates has resulted in the majority of investment trusts that are sensitive…

Tough Start To The Year For BlackRock World Mining

It has been a disappointing six months for the £1.3bn BlackRock World Mining, which saw its NAV decline by 7.1%…

Potential Discount Opportunity At BH Macro

Nick Sudbury checks back in on this fund and the potential opportunity driven by its widening discount.

The Best Global Trusts And Funds

The easiest way to diversify your portfolio is to add overseas exposure using a global fund.

Temple Bar: UK Stocks Significantly Undervalued

One of the few value funds to survive the decade or more of ultra-low interest rates is the £780m Temple…

End Of An Era At Murray International

Bruce Stout, the long-standing manager of the £1.7bn Murray International Trust has just announced that he is going to retire…

Buy Rating For Smithson

It has been an interesting first few years for the £2.5bn Smithson, which became the largest investment trust IPO when…