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
The equity or the bond market: which is right?
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' minds
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.