Funds and Investment Trusts

Revamped Alliance Trust has global appeal

Revamped Alliance Trust has global appeal

5 mins. to read

In December the Board of Alliance Trust (LON:ATST) announced plans to change its investment approach by appointing eight specialist equity managers with proven stock-picking skills. The new mandate is designed to improve the performance and is subject to a shareholder vote on 28th February. If the plans are approved the £3.1bn fund will give investors…

Investment trust picks for 2017

Investment trust picks for 2017

0 mins. to read

Looking back it is hard to believe that 2016 turned out the way it did. Even Mystic Meg would have struggled to predict Brexit and Trump and the impact they have had on the world’s financial markets. Forecasting is always a mug’s game, but analysing the recent performance and its influence on investor sentiment can…

Is this country the ultimate contrarian bet?

Is this country the ultimate contrarian bet?

4 mins. to read

There are plenty of financial forecasts knocking around at this time of year, but the most entertaining are the 10 deliberately outrageous predictions from Saxo Bank. These are intended to flag up the outlier events with the most potential to move the markets. You can read them all here. The one that caught my eye…

Vietnam is the next emerging-markets star

Vietnam is the next emerging-markets star

1 mins. to read

Good morning Vietnam Adventurous investors who want to target countries with the highest growth potential might want to think about opening a position in Vietnam. This South-East Asian frontier market has largely been ignored as a source of investment returns, but it looks as though things are about to change as more people wake up…

Valuation vigilante: The Edinburgh Investment Trust

Valuation vigilante: The Edinburgh Investment Trust

4 mins. to read

The fund manager sticking to his disciplined approach Neil Woodford is probably the best known fund manager of his generation – so when he left Invesco Perpetual in January 2014 to set up his own firm it created a massive dilemma for the company. They responded by appointing Mark Barnett as his replacement, and he…