Job Curtis, Fund Manager of the City of London Investment Trust, explains why cash flow is so important when investing in equities for the purpose of income, using two stock case studies.
Funds and Investment Trusts
If an EU withdrawal bill is passed by the end of October or the option of a ‘no deal’ Brexit is finally removed from the table, there could be some major beneficiaries amongst the UK-oriented investment trusts.
City of London Trust has raised its dividend for an astonishing 53 consecutive years. Last week, I had lunch with its manager, Job Curtis, to find out how.
In the light of a widely anticipated economic slowdown, Filipe R. Costa explains how quality factors can be used to manage an effective portfolio.
Micro-cap funds like Henderson Opportunities Trust could bounce back strongly in the event that a no-deal Brexit is avoided, writes Nick Sudbury.
REITs offer the prospect of capital growth and a secure and rising income. Nick Sudbury looks at some of the best ways to gain exposure to these trusts.
JP Morgan Global Core Real Assets is a new investment trust that provides exposure to a global portfolio of real estate, infrastructure and transportation assets.
Regulations can often be positive for industry incumbents, but investors need to be wary of regulator change, explains Ben Lofthouse of Henderson International Income Trust.
Forced selling by former star manager Neil Woodford has created some investment trust bargains, writes Nick Sudbury.
Listed hedge funds have a deservedly mixed reputation, but those that deliver positive uncorrelated returns can be a valuable addition to a portfolio.