Comment & Analysis
Ian Cowie: Brexit anniversary brings bad tidings for bonds
Inflation is rising even without the help of a weak pound. Bond investors are about to discover what return-free risk really means.
James Carthew: Invesco and the ‘friendly policeman’ at Capital Gearing
The re-rating of Invesco Perpetual UK Smaller Companies indicates the positive influence of fund manager Peter Spillers.
John Newlands: Miss Saigon and you might miss out
Vietnam investment trusts aren’t for everyone, says Brewin Dolphin’s John Newlands, but the three funds listed in London are worth a look as the country and its stock market develop.
Stifel: Aberdeen Emerging Markets needs to offer shareholders more
Aberdeen Emerging Markets has staged a turnaround in performance but Stifel analyst Anthony Stern believes it may not survive a continuation vote next year unscathed.
Election 2017: sterling weakness points to global trusts
Stifel Securities has updated its list of global investment trusts with low UK exposure after the hung Parliament election result.
Scottish Mortgage’s search for the holy Grail of investment
Grail, the $1 billion cancer detection startup, epitomises what managers of UK's biggest conventional investment trust see as their job: providing long-term capital to innovative companies.
Ian Cowie: my best Brexit lesson is Patient Capital
Only a plonker would sell Woodford Patient Capital now! That said, there’s no harm hoping the weaker pound from Brexit gives this high profile trust a much-needed boost.
James Carthew: hold your nerve on UK ‘small cap’ trusts
Brexit is a challenge for UK smaller company trusts but history suggests the recent widening of share price discounts in the sector is an opportunity to buy good funds at a cheap price.
Investment Trust Watch: ‘buy’ Standard Life Private Equity
Efforts to narrow this trust’s discount take a backward step, putting SLPE in our list of 'cheap' trusts and prompting Stifel to reiterate its ‘buy’ recommendation.
The incredible shrinking fund on a 19% yield
Investors prepared to go the extra mile can pick up a truly amazing bargain in little-known Romanian investment company called Fondul Proprietatea .