The Best Real Estate Investment Trusts
Last year was a challenging one for Real Estate Investment Trusts, with rising interest rates and the prospect of a…
2 years ago
Funds and Investment Trusts
Annus Horribilis For Edinburgh Worldwide
It has been a year to forget for the global small cap investment trust Edinburgh Worldwide, whose growth-oriented portfolio saw…
2 years ago
Scottish Mortgage Downgraded To Sell
It has been a tough period for the country’s biggest investment trust whose growth-oriented portfolio has been hit hard by…
2 years ago
Sorting The Value From The Value Traps
Investment trust discounts widened considerably in 2022, finishing the year at an average of 13%, a level that has not…
2 years ago
The Best and Worst Performing Investment Trusts of 2022
Last year was a difficult one for investors with most asset classes losing ground over the course of the 12…
2 years ago
Changes At Allianz Technology As New Man Takes The Helm
It has been six months since Mike Seidenberg took over from Walter Price as lead manager of the £934m Allianz…
2 years ago
Could 2023 be the year of the bond fund?
Last year was a difficult one for bonds with the sharp rise in interest rates making their fixed coupons less…
2 years ago
UK Micro-Cap Trusts: The Dark Before the Dawn?
It has been an annus horribilis for UK micro-cap stocks and the trusts that invest in them, with two results…
2 years ago
Keeping the Faith at the Monks Investment Trust
Nick Sudbury considers the prospects of this fund after its shaken up its portfolio in recent months.
2 years ago
The best trusts and funds for the year ahead
No prizes for guessing that it will be interest rates and inflation that will be the key drivers of the…
2 years ago