The Best Bond Funds To Take Advantage Of Peak Rate Expectations
2 mins. to read
Nick Sudbury takes a look at some bond funds set to best benefit from the current climate.
Funds and Investment Trusts
Why Invest In Equal-Weighted Indexes?
4 mins. to read
Research over the past 10 to 15 years has shown that equal-weighting beats value-weighting outperforms a range of strategies.
More Pain For Investors In Edinburgh Worldwide
2 mins. to read
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.
Buying Opportunity For The Worldwide Healthcare Trust
2 mins. to read
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.
What Are The Prospects For The Energy Storage Trusts?
3 mins. to read
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.
Capital Gearing’s Worst Ever Year
3 mins. to read
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.
A Good Time To Invest In Hydrogen
6 mins. to read
Filipe R Costa looks at the hydrogen industry and why it is trading at a large discount against the highs seen in 2021.
The Latest Investment Trust Recommendations
9 mins. to read
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.
Challenging Year For Scottish Mortgage
3 mins. to read
It has been a tough year for investors in Scottish Mortgage with results to the end of March revealing an NAV total return well below the FTSE All-World benchmark.
Shock Horror: Baillie Gifford Trust Outperforms
3 mins. to read
It has been a tough time for investors in Baillie Gifford with the growth-oriented fund management group suffering poor returns right across the board after an extended period of fantastic performance.