Funds and Investment Trusts

Significant Value Opportunities in UK Small-Cap Stocks

The recent results update from the £155m Odyssean Investment trust revealed some interesting views on the prospects for UK smaller…

Edinburgh Investment Trust: Good Progress under New Manager

A lot has happened to the £1.2bn Edinburgh Investment Trust in the last few years, but it looks like those…

Is There A Night Effect For Stocks?

One of the most puzzling observations reported by academics is that the equity premium comes mostly from overnight returns.

Biotech Growth Trust: A Compelling Entry Point for Long-Term Investors?

It has been a difficult period for investors in small cap biotech stocks, which have suffered a huge write down…

Could the tide be about to turn for Scottish Mortgage?

It has been another tough period for Scottish Mortgage, with the trust reporting a 15% loss in the six months…

Invesco Bond Income Plus: Is a seven percent yield enough to go back to bonds?

Conventional bonds have been virtually untouchable for years − at one stage there were literally trillions of dollars of government…

The Investment Trusts Most Exposed to Big Tech

Halloween may have been this Monday, but the real horror show for tech investors was last week when the former…

Investing in a rising-rate, rising-yield environment

Although things have since calmed down since the mini-Budget, there is no doubt that the days of ‘free money’ are…

The defensive REIT trading on a 17% discount and yielding 6.7%

The Real Estate Investment Trust sector has experienced a dramatic sell-off during the last month or so due to the…

The investment trust that could profit from the market turmoil

It has been a tough year for many investors with the markets struggling to cope with the transition to a…