Why it's not too early to make investment decisions
Invesco's director of model portfolio services Ben Gutteridge joins us to talk through why investors need to start thinking about their sector allocation, from supermarkets and food manufacturers to those companies dominating the digital world.
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 income and for Asia in 2020
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 & Schroder Oriental Income Fund, Schroders James Hart, Investment Director, Witan Investment Trust
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 | 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
Investing in equities: the world of the optimist
2018 was the fifth worst year in 40 years for UK equity markets. Does Ciaran Mallon, UK Equities Fund Manager, think there is room for more optimism as we move into 2019? Watch Ciaran as he explores: The main drivers behind the difficulties of 2018 How the macroeconomic backdrop influences his portfolio positioning Why he currently finds the utilities sector attractive Investment risks The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. When making an investment in an investment trust you are buying shares in a company that is listed on a stock exchange. The price of the shares will be determined by supply and demand. Consequently, the share price of an investment trust ay be higher or lower than the underlying net asset value of the investments in its portfolio and there can be no certainty that there will be liquidity in the shares. Important information Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.