The Trusts That Have Benefitted From Peak Rate Expectations
Anyone who follows the markets will have noticed the seismic shift in sentiment that has taken place in the last couple of months.
Anyone who follows the markets will have noticed the seismic shift in sentiment that has taken place in the last couple of months.
November was a good month for the interest rate sensitive sectors with private equity, property and infrastructure all bouncing back from their recent lows.
It has been a tough time for UK small-cap stocks since the start of 2022, with the sector well behind the four percent rise in the FTSE All-Share.
One of the biggest benefits of ETFs is that they allow individual investors to hold diversified portfolios, rather than concentrating their holdings.
It has been a difficult environment for commercial property with the increase in interest rates and challenging economic outlook adding to investor uncertainty.
The defensive multi-asset Capital Gearing Trust has just released its interim accounts for the six months to the end of September.
The AIC recently reported that investment trust discounts are at their widest since the global financial crisis in December 2008.
The challenges facing growth investors have been well documented in countries like the US and the UK, but they are also relevant in less obvious places such as Japan.
A recent research report by the broker Numis has revealed which investment trusts retail investors have been buying in the first nine months of the year.
For years, Scottish Mortgage was the best performing investment trust and it remains extremely popular, even though its shares are down more than 50% from their all-time high.