Investment Trust Insider - Comment & Analysis
Ian Cowie: happy birthday ISA, well done equity income trusts!
Research from the Association of Investment Companies shows the average UK Equity Income investment trust increased dividends by an average of 4.5% a year over the two decades since individual savings accounts (ISAs) were launched.
Numis: the sweet spots in ‘alternative’ investment companies
Numis Securities updates its recommendations for investment companies investing in ‘alternative’ asset classes such as property, infrastructure and debt.
Fidelity’s Alex Wright buys his fund not his investment trust
Punchy end-of-2018 investment by star fund manager reveals he thinks the UK stock market is cheap but suggests his Fidelity Special Values investment trust may currently be too dear for his liking.
James Carthew: Schroder Japan Growth could look rosy under new manager
Why I’m looking for an opportunity to buy the defensive trust Japan veteran Andrew Rose will shortly hand over to Masaki Taketsume.
Trust Watch: BMO’s calm trust picker Hewitt up for grabs
Tired of running your own investment trust portfolio? Shares in veteran trust picker Peter Hewitt look a bit of a bargain.
Bill Ackman pays dividends but will investors give expensive hedgie a second chance?
Pershing Square Holdings is back at the races, its shares soaring 26% this year after a dismal period since launch. A wide discount to net asset value looks a bargain but investors will take some convincing.
Valentine’s Day: investment trusts to fall in love with
Investment trusts make ideal long-term financial partners. We sift through the listed stock market funds hitting the highs - and lows - in the investor popularity stakes.
Ian Cowie: what can I possibly EAT next in Europe?
The double whammy of a slump in capital and dividend at European Assets Trust (EAT) has our columnist looking for a replacement.
James Carthew: Fidelity China looks a ‘buy’ if crisis fears fade
Fidelity China Special Situations has been on a rollercoaster ride but continues to look well positioned as China picks its way through an economic slowdown and tensions with the US.
Seven income trusts for high yields & growing dividends
Peel Hunt analysts pick out investment trusts and companies they believe will generate good dividends from equities and ‘alternative’ assets.