Investment Trust Handbook for 2021 | Book Club
13 mins 34 secs
The editor of the 2021 Investment Trust Handbook joins us to discuss the impact of the lockdown and pandemic on the closed end funds space, the hunt for income, the outlook for value investors and the rise and rise of Baillie Gifford.
Investment Trust Handbook for 2021 | Book...
The editor of the 2021 Investment Trust Handbook joins us to discuss the impact of the lockdown and pandemic on the closed end funds space, the hunt for income, the outlook for value investors and the rise and rise of Baillie Gifford. The Investment Trusts Handbook 2021 Inside the money game
Investment Trust Update | UK set to be the...
Why is dividend cover in the UK set to be the weakest of global markets? Find out more in this month's Investment Trust Update that also features a rejig for Winterflood's model portfolio and a look at the £2.27bn raised by existing investment companies in H1 2020. Winterflood Investment Trusts - Monthly report
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...
The equity or the bond market: which is...
Central banks are primed for far more intervention when it comes to policy, liquidity and QE. J.P. Morgan Asset Management chief market strategist Karen Ward discusses the impact on equity and bond pricing.
The impact of ESG on mining stocks
Evy Hambro, co-manager of the BlackRock World Mining Trust, discusses the impact of China on the demand for commodities and the increasing role of ESG in the sector.
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 | November 2019
In this bulletin, Olga Hay takes us through the downgrade at Edinburgh Trust, a shares slide at Woodford & a snippet of our interview with Simon Elliott. Full Simon Elliott interview
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.