Discount Opportunity For Augmentum Fintech
Nick Sudbury looks at whether now is a good time to get in to this fintech fund.
Nick Sudbury looks at whether now is a good time to get in to this fintech fund.
The sharp increase in interest rate expectations in recent weeks has had a detrimental impact on many parts of the market including the various bond proxies.
Nick Sudbury takes a look at some bond funds set to best benefit from the current climate.
Research over the past 10 to 15 years has shown that equal-weighting beats value-weighting outperforms a range of strategies.
The latest interim accounts for Edinburgh Worldwide, Baillie Gifford’s global small cap investment trust, reveal that it’s been another tough period for the growth-oriented portfolio.
It has been a volatile period for the healthcare and biotechnology sector, yet the Worldwide Healthcare Trust, which provides a broad exposure to this area, has survived almost unscathed.
Energy storage is a relatively new area within the investment landscape and could have a key role to play in the transition away from fossil fuels.
It has been a disappointing year for the defensively-oriented Capital Gearing Trust, which has just announced an NAV decline of 3.6% in its annual accounts to the end of March.
Filipe R Costa looks at the hydrogen industry and why it is trading at a large discount against the highs seen in 2021.
The broker Numis has recently updated its recommended list of investment trusts for the year. It’s an interesting report that highlights two new additions, as well as several attractive discount opportunities amongst the funds already on the shortlist.