Investment Trust Research & Insights

Market News -

Anthony Ellender has been investing for more than 30 years. He is now retired, but his investment strategy has not changed significantly: he likes to invest in good quality shares and investment trusts that pay a decent dividend. Ellender says: “I am a long-term investor. I’m not looking to buy and sell shares on a regular basis or trade them. I want to hold investments that have the potential to grow over the...

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Market News -

Developed market indices hit all time highs in March, driving discounts on close-ended funds to their narrowest level in 15 years. Investment trusts are trading at an average of 5% discount today, moving from an 11% discount directly after the Brexit vote, according to a report issued by an investment firm Stifel. Among the 33 investment trust sectors examined by Stifel, a third of them have seen discounts narrow to less than of 2...

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Market News -

Investors are wary of China. It is hardly surprising give the impact the volatile market has on global assets. In the summer of 2015 a crash in the Chinese stock market dragged down its counterparts in the US, Europe and the UK. Fast forward to January 2016 and following the Federal Reserve raising interest rates in the US, the Shanghai Composite fell 1,000 points – taking the FTSE 100 and S&P 500 with...

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Market News -

Bill Davidson may be in his early 80s but he has no intention of moving his ISA portfolio into defensive asset such as bonds and cash. Davidson, who previously worked as an engineer, says that since his 50s he’s managed his own money. “I suspect a financial adviser might not agree, but I prefer to make my own decisions,” he explained. “I have had financial advice in the past, but I have not found...

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Market News -

Closed-end fund investors continued to seek out developed market exposure in November, according to data compiled by Morningstar. Eight out of 10 of the most popular investment trusts in November among Morningstar.co.uk readers are either Gold or Silver Rated. The list is dominated by developed market investments, while biotech, infrastructure and commodities trusts also proved popular. Scottish Mortgage (SMT) The most popular investment trust in November was a global equity trust, Gold...

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Market News -

The manager of the UK’s oldest investment trust, Foreign & Colonial (FRCL) is buying up emerging market stocks, as the growth outlook brightens. Paul Niven, who runs the Bronze Rated fund, says that many concerns he had at the beginning of the year regarding global growth have been assuaged. “Global equities have had a very disparate performance in 2016, but on the whole have not gone far in aggregate. The trust has done well...

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Market News -

Investors should prepare for a 10% fall in European stock markets, warns Henderson fund manager Tim Stevenson – but careful stock selection now can weather the correction and deliver growth over the long term. Negative sentiment is putting investors off European stocks. Concerns about European Central Bank stimulus, upcoming elections in France and Germany and low economic growth for the region mean that investors are shunning European funds. Many high-performing trusts are trading on a...

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Market News -

Looking for an alternative source of investment income? You could do a lot worse than infrastructure, as economists believe the sector is due an injection of cash from the Government. New infrastructure projects could be an effective option to stimulate the economy following Britain’s exit from the European Union. Chancellor Philip Hammond will present his first Autumn Statement on November 23, and is expected to set out plans to stimulate the economy through public...

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