Investment trusts are publicly listed as companies on the London Stock Exchange, and so are traded like shares. Though they have a track record going back over 100 years they remain a mystery too many investors. This channel looks to lift the veil and drill down into the world of investment trusts.
Investment Trust Update | March 2020
Which Investment Trusts are thriving in the turbulent times brought about by coronavirus? We take a look at the ever expanding fallout in this Investment Trust update.
Investment Trust Update | February 2020
An acquisition is on the horizon for Jupiter Fund Management, Henderson Opportunities Trust is looking to raise its dividends and Winterflood believes it is becoming harder for smaller investment trusts to be bought. All this and more in this bulletin.
Investment Trust Outlook | The prospects for...
In this Investment Trust Outlook, how big a risk is illiquidity in today's market? Which letter in ESG is of greatest importance in Asia and what are corporate earnings looking like in 2020? Our panel discusses this and more. Bruce Stout, Manager, Murray International Trust PLC Matthew Dobbs, Manager, Schroder Asia Pacific Fund...
What's focusing professional investors...
Simon Elliott, head of research at Winterflood Investment Trusts, reflects on the main themes at the group’s recent investment conference, and on the significance of what didn’t get discussed by the speakers.
Lower expectations from high yield
Invesco high yield bond manager Rhys Davies explains why investors should expect lower returns this year given strong returns in 2019
A public listing for private equity
Helen Steers, co-manager of Pantheon International gives Asset.tv her outlook on the private equity market for 2020.
UK small cap as a source of income
UK small cap manager Abby Glennie talks through why a quality growth and momentum philosophy can work on a small cap income portfolio.
Finding value after Brexit
Janus Henderson UK fund manager Laura Foll discusses the outlook for UK dividends, why the best value stocks are in the small cap space, and why she’s avoiding tobacco companies.
Most companies destroy value
Baillie Gifford fund manager Charles Plowden discusses why it makes sense to be an optimist and why the Monks portfolio is gradually increasing its exposure to Asia.
Investment Trust Update | January 2020
Shares in Henderson Alternative Strategies jump 11% after plans to wind up were announced, Winterflood highlight why 2019 was such a good year for investment trust’s and Scottish Mortgage increases its borrowing by 188 million.
Investment Trusts Handbook 2020 | Book Club
The latest edition is out and editor and journalist Jonathan Davis came into the studio to talk about the lessons to be learned from the fall of Neil Woodford; how to work out what motivates a fund manager; and why the rise of alternative investments is a positive for the sector.
Investment Trust Update | December 2019
Invesco is making changes to its head of UK equity role, Octopus Renewables Infrastructure Trust is looking to raise £250 million & underperformance at Aberdeen Standard Equity Income. All this and more in this bulletin with Olga Hay.
Investment Trust Update | October 2019
There are personnel changes at Jupiter UK Growth Trust & Stewart Investors, we speak to Simon Elliott from Winterflood & how is JP Morgan’s recently floated investment trust trading? All this and more in this bulletin.
Investment Trust Update | September 2019
What’s making things uncomfortable for UK equity investors? The latest on an addition at Alliance Trust & shareholders looking for a continuation on the Gabelli Value Plus Trust vote. All this and more in this bulletin.
Investment Trust Update | August 2019
In this bulletin, there's a fee re-structuring at Schroders, a personnel change at J.P. Morgan & investment in alternative assets have doubled to 200bn.
Investment Trust Update | July 2019
Olga Hay looks at AJ Bell’s dividends hero list as well as discussing a tough call for the board of Jupiter European opportunities, getting the gearing down at Woodford Patient Capital & a delay in giving investors money back at Miton UK Micro Cab Trust in the latest investment trust update. The AIC - Corporate activity
Investment Trust Update | 10th May 2019
In this bulletin, Baillie Gifford abandons its trust saving schemes to Hargreaves, the first female Chairman of the F&C trust named and Hargreaves has agreed to maintain Baillie Gifford’s charges for three years. Jenny Ellice is joined by Simon Elliot, Head of Research at Winterflood to see what this means for the future of savings schemes linked to investment trusts.
Investment Trust Update | 12th April 2019
In this bulletin, a tool box for income investors, Brexit blamed for lack of IPOs, and alternative asset trusts performed strongly in Q1, reflecting investors’ greater appetite for risk. AIC - Face to face training