Investment Trust Insider - Comment & Analysis
Investors rush for the exit as stock market confidence crumbles
Analysts highlight record global redemptions from equity funds while UK investors' confidence falls further below financial crisis levels.
FTSE falls as China slowdown fears rattle investors
Disappointing Chinese data on retail sales and industrial production reignite fears of slowdown in world's fastest growing major economy.
Janus drops performance fees on Henderson European trusts
Boards of Henderson European Focus and Henderson Eurotrust convince Janus, a former advocate of performance fees, to stop their use.
Dividend cutter Medicx axes manager’s performance fee
Analysts applaud Medicx cutting its fund manager’s charges after slashing shareholders’ dividends but say the now 5%-yielding healthcare property fund must reduce its high level of borrowing.
Ian Cowie: is this a turning point for emerging markets?
After the recent rebound in emerging markets due to a weaker dollar and cheaper oil it’s tempting to consider whether developing economies can sustain their upward momentum in 2019.
Investment Trust Watch: grab a global small company bargain
(Update) One leading global smaller companies trust is trading on an unusual discount after yesterday's stock market rout. Plus a round-up of other 'cheap' and 'dear' closed-end funds.
Woodford can’t shake off rival Smith as both enter FTSE 250
Simultaneous entry of Woodford Patient Capital and Smithson investment trusts into FTSE 250 points to rivalry of their star investors but underscores how Terry Smith has supplanted Neil Woodford as UK’s most successful fund manager.
‘Red October’: the read-across for trusts from funds’ flight
UK investors pulled £1.6 billion from unlisted, open-ended funds during 'Red October', the biggest outflow since the month of the Brexit vote. What does this mean for investment trusts and companies?
Terry Smith hopes Smithson’s first move is Rightmove
Smithson, star fund manager Terry Smith’s new global smaller companies investment trust, releases some details of its 29 investments, which include a stake in British property portal Rightmove.
James Carthew: Bank warning weighs on PRS rental trust
Time to assess PRS real estate investment trust after Bank of England’s dire warning on the impact of a hard Brexit pushed shares in government-backed property rental fund below flotation price.