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Mercantile sheds Brexit caution and splashes cash

After hoarding cash ahead of the Brexit vote last year, Mercantile manager Guy Anderson has increased borrowing, with bet on industrial stocks.

New City's Crayfourd: why gold is so important

Crayfourd also talks about the potential impact of Trump’s presidency on renewable energy.

The obscure Vietnam fund that jumped 69% last year

VinaCapital Vietnam Opportunity is one of the more specialist investment companies we have looked at. Manager Andy Ho tells us more.

JP Morgan's Baker: where I find the best income opportunities

John Baker, manager of the Elect Managed Income trust, also outlines his views on bond proxies and dividend sustainability.

Why politics won’t upset Europe’s ‘apple cart’

Stephen Macklow-Smith of JPMorgan European investment trust says electoral risks in Netherlands and France won’t derail Europe’s recovery.

JP Morgan's Meadon: I'm comforted by M&A activity

Will Meadon talks about how the events of 2016 have changed his fund.

Welcome to Investment Trust Insider!

Gavin Lumsden gets some help to explain the purpose and mission of this exciting new Citywire website.

Picton: what to expect from property in 2017

Picton Property Income CEO Michael Morris expects the asset class to deliver solid single digit returns this year, but warns there will be considerable variance between sectors.

James Henderson: my HOT story will narrow discount

Henderson Opportunities Trust manager believes trust's shares will re-rate as investors hear how he is navigating post-Brexit market.

Trump's talk doesn't put me off China, says Kerley

Mike Kerley, manager of the Henderson Far East Income investment trust, hopes US president stance on China will be confined to rhetoric.