Investment Trust Insider - Comment & Analysis
Ian Cowie: time to buy tech trusts and Scottish Mortgage
Few sectors offer more opportunities than technology. If you genuinely have a long-term outlook, the recent sell-off provides a chance to get involved.
James Carthew: look out for credit quality not rising rates
Rising interest rates helped spook markets this month but the bigger concern, say managers of Henderson Diversified Income, is the deterioration in credit quality in debt markets.
Investment Trust Watch: the global income ‘bargain’ returns
This week’s sell-off hurt growth and tech investors but brought a silver lining with one leading international dividend trust trading on an attractive valuation.
Stock market slump: buy the dip or hold steady?
Buying into stock market falls has proved a successful strategy in recent years, but some investors are now taking a more cautious view.
Numis: our pick of the mixed bunch of social housing trusts
Investors attracted to the inflation-linked 5-6% yields offered by the three social housing investment trusts need to beware the ‘potential risks’, Numis Securities warns.
Trust Watch: Cowie’s ‘big box’ income trust goes on sale
Nearly a year after their launch and purchase by our columnist Ian Cowie shares in Aberdeen Standard European Logistics Income have moved to a discount.
‘Mid-cap’ Mercantile looks good value as Brexit bites
Mercantile, a big investment trust focused on medium-sized stocks outside the FTSE 100, removes gearing (borrowing) to protect investors from turbulent markets. On a 12% discount its shares offer a long-term buying opportunity.
Ian Cowie: I may be nuts but I like Latin American trust now
The rebound in Brazil’s currency and stock markets in the past month means I’ve enjoyed looking at my Latin American holding for the first time in ages.
James Carthew: F&C discount flags value in property trusts
Uncertainty over interest rates, Brexit and high street retailers are depressing real estate investment trusts making some shares in generalist funds look like real bargains.
Investment Trust Watch: bargains beckon in Asia Pacific
The rout in emerging markets has put several Asia investment trusts in play for contrarian investors looking for long-term value.