Funds and Investment Trusts

Has the Chinese tech sell-off created a buying opportunity?

A crackdown by the Chinese authorities has sent the shares of some of its largest companies down sharply with trusts…

Is the bond market giving a clear signal about inflation or is it too distorted to tell?

The key debate for investors is whether the increase in inflation is transitory or permanent, but using the bond market…

City of London Investment Trust: one for income investors

The City of London Investment Trust’s dividend yield of 4.8% is likely to appeal to a wide range of income…

Going for a song: will changes to streaming affect the music royalty investment trusts?

A recent report by the Digital, Culture, Media and Sport Select Committee concluded that streaming needs a complete reset, an…

Bankers Investment Trust pursues consumer recovery theme

The Bankers Investment Trust is one of the most widely followed listed investment trusts on the London Stock Exchange at…

It’s not coming home – or is it: are we about to see the return of inflation?

The performance of the markets this year has largely been driven by the reflation trade, but the momentum seems to…

The best funds to invest in Russia

For many investors Russia has something of a pariah status, but the valuations have declined to such an extent that…

Polar Capital Global Financials: strong performance with more to come

The global financial sector has experienced a significant turnaround in the last few months, and if the economic recovery continues…

Three funds to profit from a sovereign bond market correction

A significant sovereign bond market correction is highly likely in the next three months. If it happens, it would also…

Utilico Emerging Markets: well-placed to benefit from the recovery in global growth

Investing in key infrastructure and utility providers offers a less volatile way to benefit from the long-term potential of the…