Opinion is divided over whether the recent rise in inflation is just a response to the reopening of the economy or the start of a lasting trend.
Funds and Investment Trusts
A crackdown by the Chinese authorities has sent the shares of some of its largest companies down sharply with trusts that specialise in the country being affected.
The key debate for investors is whether the increase in inflation is transitory or permanent, but using the bond market as a guide could be misleading.
The City of London Investment Trust’s dividend yield of 4.8% is likely to appeal to a wide range of income investors at the present time.
A recent report by the Digital, Culture, Media and Sport Select Committee concluded that streaming needs a complete reset, an outcome that could have major ramifications for the two investment trusts that specialise in music royalties.
The Bankers Investment Trust is one of the most widely followed listed investment trusts on the London Stock Exchange at the moment, and with very good reason.
The performance of the markets this year has largely been driven by the reflation trade, but the momentum seems to be running out of steam.
For many investors Russia has something of a pariah status, but the valuations have declined to such an extent that it could be worth a closer look.
The global financial sector has experienced a significant turnaround in the last few months, and if the economic recovery continues there is still plenty more upside potential.
A significant sovereign bond market correction is highly likely in the next three months. If it happens, it would also mean trouble for the equity market.