Latest News - Ian Cowie
Ian Cowie: Carillion crisis confirms infrastructure shares were too high
Just as Carillion’s catastrophe warns investors to beware corporate hype, collateral damage among infrastructure funds flags up risks of buying investment trusts at double-digit premia.
Ian Cowie: ‘KIDs’ – another historic blunder from the turkeys at Canary Wharf
As if fresh examples of the law of unintended consequences were needed, here come the KIDs or ‘key information documents’ all investment trusts are required to publish.
Ian Cowie: you won’t get hanged for recommending this great, grand survivor
Foreign & Colonial celebrates its 150th birthday. While the first-ever investment trust may not be today's best performer its historic achievement merits praise.
Ian Cowie: a fabulous not feeble year for my trusts
Most investment trust shareholders enjoyed exceptional returns during 2017 and your humble correspondent was happy to surf along with surging valuations.
Ian Cowie: I’m patiently awaiting Woodford’s recovery
It has been a challenging year for two prominent investment trust managers – Neil Woodford and Sam Isaly – for very different reasons. Ian Cowie explains why he continues to back both.
Ian Cowie: ‘New Japan’ defies the cynics and does me proud
Next week marks the fifth anniversary of the election of prime minister Shinzo Abe, whose efforts to stimulate the economy have helped the Nikkei index more than double.
Ian Cowie: why I’m raving about new warehouse fund
There are few laughs in logistics but Ian Cowie is sufficiently impressed to subscribe for shares in Aberdeen Standard's new 'Big Box' investment trust.
Ian Cowie: McDonnell looms, so don’t forget your ISA
With the dust settling on the Budget, Labour is still knocking on the doors of government, which makes the tax shelter of individual savings accounts (ISAs) more valuable than ever.
Ian Cowie: thanks to Labour, infrastructure looks good value
Share price premiums on the listed infrastructure funds from 3i, HICL and John Laing have plunged since Labour's threat to cancel private finance initiative (PFI) contracts.
Ian Cowie: dividends drive UK higher than emerging markets
It is an incredible fact but the total return from the UK stock market beats emerging markets over 25 years thanks to dividends.