Murray International: solid performer with a 4.3% yield
2 mins. to read
The global investment trust has outperformed its benchmark and offers an attractive source of income.
Funds and Investment Trusts
Tough six months for Smithson but broker retains buy recommendation
2 mins. to read
Growth-oriented trust lost more than 30% in the six months to the end of June as higher interest rates detracted from the substantial future earnings potential.
Full steam ahead for Taylor Maritime
2 mins. to read
Freight shipping trust continues to benefit from supply side constraints.
Hard hats on and hunker down it’s all about to get a lot worse
2 mins. to read
This year’s update from the Ruffer Investment Company contains an apocalyptic warning for investors.
Is now the time to buy into China?
11 mins. to read
The Chinese stock market has been on a rollercoaster of a ride, rising strongly after the initial pandemic-inspired sell-off, only to give back all of the gains following the government’s new interventionist approach.
The best and worst alternative investment trusts
2 mins. to read
It has been an interesting start to the year for the alternatives sector, with many of the constituents outperforming the more mainstream mandates, although some have taken a real beating.
The best and worst investment trusts of an action packed first half
2 mins. to read
It has been a dramatic start to the year with a handful of winners and lots of big losers, but it could all change in the second half.
DIY − Building a Portfolio of ‘Cash Cows’
4 mins. to read
After two decades of underperformance, we are seeing the return of value as an investment strategy. Buying conservatively valued companies seems a better play than buying promises of elevated future profits.
JLEN Environmental Assets: a six percent yield with high inflation linkage
2 mins. to read
The £800m investment trust offers a one-stop shop for diversified renewable energy exposure and has recently been added to Winterflood’s model portfolio.
Is now the time to put your faith in Monks?
2 mins. to read
The portfolio of Baillie Gifford’s best ideas has had a torrid few months and is now back to where it was during the throes of the Covid crash, but has the sell-off run its course?