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
Investment Trust Update | 8th March 2019
In this bulletin, Schroders' Tokyo manager set to retire, the FCA admits KIDs ‘mislead’ public on returns & costs and liquidity in investment trust shares seem to be falling. FCA - PRIIPs Call for Input Feedback Statement
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
Artemis: What does 2019 hold for global equities?
With higher US interest rates, trade wars and European politics, investors have had much to contend with in 2018. Peter Saacke, Artemis’ CIO, discusses the possible catalysts that could encourage investors to reassess the risk and reward in certain areas.
Artemis: Looking beyond Brexit …
Continuing uncertainty over Brexit has sent UK equities to very low valuations vs. other markets and their own history. This is creating some interesting opportunities for investors with a longer-term approach. In this video, two of the managers of the Artemis Income Fund discuss how they are looking beyond short-term uncertainty and applying their cashflow-based process.
Investment Trust Update | 30th November 2018
A trio of big name investment trusts underperformed their benchmark, and SDCL are raising funds of £150m via an IPO. These and other topics are discussed in this investment trust update.
Investment Trust Update | 19th October 2018
In this Investment Trust Update, Terry Smith more than doubles Smithson target to £600million, how well established are ESG principles in investment trusts and recent market turbulence causing investment companies to move from rare discounts to net asset value.
US Extended Alpha: Faith in the consumer…
Stephanie Sutton, investment director for the Artemis US equity team, talks about taking profits in technology holdings. The team has re-invested in consumer-related stocks.
Investment Trust Update | 5th October 2018
In this Investment Trust Update: a big-name investor for Mark Mobius’s newly floated trust and good news for Jupiter European Opportunities run by Alex Darwall.
Falls in emerging-market indices mean that many world-class companies are trading on very cheap valuations. Raheel Altaf discusses areas he is finding attractive.
Investment Trust Update | 7th September
In this IT Update, we take a look at the impact from the collapse of the Morandi bridge in Genoa on infrastructure trusts, Terry Smith looking to raise £250m for a new trust, and what the remainder of 2018 holds for investment companies.