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
Being an asset manager in the current environment
We were joined by Martin Gilbert, Co-Chief Executive, Aberdeen Standard investments, who shared his views on the performance of the global economy. Gilbert also explains why it is currently a tough environment for asset management and why more consolidation is to be expected in the coming years.
Maintaining a long-term view whilst short-term issues dominate
What should we be worried about regarding Brexit? Stephanie Kelly, Political Economist, Aberdeen Standard Investments, shares her thoughts here and discusses how US-China tensions are affecting investors.
UK Outlook | Investment Trust Outlook
In this first Investment Trust Outlook for 2019, a panel of experts discuss the outlook for the UK and also the opportunities that there are for UK stock pickers. On the panel are: Louise Kernohan, Senior Investment Manager – Dunedin Income Growth Investment Trust PLC, Aberdeen Standard Investments Matthew Jennings, Investment Director representing Fidelity Special Values PLC, Fidelity International Sue Noffke, Manager of the Income Growth Trust, Schroders
Asia | Investment Trust Outlook
For most of 2018 the headlines have been dominated by the trade war between Donald Trump and Xi Jinping with the tit-for-tat tariffs being felt worldwide. So how is this translated in terms of the investment environment in the region? On the panel are: Medha Samant, Investment Director, Fidelity Asian Values, Fidelity International Matthew Dobbs, Fund Manager, Schroder Oriental Income Fund Limited & Schroder AsiaPacific Fund plc Yoojeong Oh, Investment Director, Equities Asia, Aberdeen Standard Investments
Income | Investment Trust Outlook
Are equity markets expensive and if so what should fund managers be doing with your money? On the panel to discuss in this Investment Trust Outlook are: Tony Foster, Manager, Diversified Income and Growth Trust, Aberdeen Standard Investments Cristina Dondiuc, Associate Investment Director, Fidelity International Ciaran Mallon, UK Equities Fund Manager, Invesco Perpetual Learning outcomes: How fund managers are reacting to current valuations in developed equity markets How fund managers are factoring in political risks: from trade wars to the results of Italy's election Outlook from inflation and its influence on stock selection in portfolios
Investment Trust Update | 5th May 2017
As Aberdeen’s much anticipated £11bn merger looms, how are the ramifications of a weak sterling impacting the investment trust industry? This update examines what’s happening in the investment trust world after a good start to 2017 and looks at the UK’s first dedicated impact investment trust.
Investment Trust Update | 19th April 2017
In this Investment Trust Update for the 19th April, we take a look at the Mercantile Investment Trust, JP Morgan's Garret Fish's new investment approach, Jupiter Asset Management's new fund and the June merger of Columbia Threadneedle and Henderson Global Investors.