The investment trusts putting their faith in crypto
2 mins. to read
A handful of investment trusts have recently included cryptocurrencies in their portfolios, although most remain sceptical.
Funds and Investment Trusts
ETFs versus funds: how do they compare?
3 mins. to read
ETFs have been growing in popularity in recent years and now for the first time they have been included alongside open-ended funds in the same sectors, making it easier to compare the performance.
The commercial property trust with a 7% yield and a 19% discount
2 mins. to read
Real Estate Investment Trusts (REITs) with retail exposure were one of the areas worst-hit by the pandemic, but with the lockdown coming to an end there are some bargains to be had.
Four ETFs for value, recovery and momentum
10 mins. to read
With the market in high spirits, Filipe R. Costa suggest four ETFs for value, recovery and momentum.
Two funds to profit from rising yields
2 mins. to read
The approval of the first coronavirus vaccine last November changed the investment landscape, with rising inflation expectations pushing ten-year US Treasury yields substantially higher.
From zero to hero: impressive turnaround at Temple Bar
2 mins. to read
It has been a tumultuous year for Temple Bar with the Covid sell-off being followed by the appointment of a new manager and the long-awaited rotation into value.
Treasury yields and inflation expectations: the key to 2021
12 mins. to read
There is a growing school of thought that the combination of pent-up consumer demand and stimulus will lead to a surge in inflation, which could have a huge impact on the performance of the different asset classes.
Schroder Japan Growth: well-placed to benefit from the rotation to value
2 mins. to read
The rotation in favour of value stocks is not just a UK or US phenomena, but applies everywhere – including Japan, where a cyclical recovery would ensure that the trend becomes firmly established.
BlackRock World Mining primed for further growth
2 mins. to read
The billion-pound commodities investment trust had a strong 2020 and is well-placed to continue to deliver excellent returns.
Rotation, rotation, rotation – the switch to value gathers pace
2 mins. to read
After years of underperformance, value funds are finally starting to catch up with their growth counterparts.