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03:22
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
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03:17
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
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08:16
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.
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06:40
Cautious but confident
With the macroeconomic backdrop arguably weaker than it was at the start of last year, Fixed Interest Fund Manager Rhys Davies discusses why he is cautious – but confident – in his approach. Rhys gives his views on: Whether high yield now offers value Where he is currently finding opportunities – and those areas of the market he is avoiding His expectations and outlook for the coming months 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 company 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 company may 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 Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
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03:54
Investment Trust Update | 8th February
In this bulletin, The Aberdeen Standard Global Sustainability Trust launch delayed for the second time, another fund manager pulls out of the savings scheme market, and the trends likely to shape investment trusts in 2019.
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41:21
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
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03:27
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.
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02:40
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.
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03:57
Investment Trust Update | 21st September 2018
With Brexit looming and discounts widening, how is property holding up? This update looks at emerging market guru Mark Mobius setting his sights on £200m for the Mobius Investment Trust before it floats in October and why European funds have fallen out of favour while global funds’ popularity peaks.
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03:29
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.
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02:58
Investment Trust Update | 24th August
In this update for August, we discuss the Allianz Technology Trust smashing its 500-million-pound milestone and what Henderson Diversified Income annual results tells us about credit markets.
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02:06
Investment Trust Update | 10th August 2018
In this update, we discuss the return of Mark Mobius along with a new investment trust and who the top trusts were in July.
