Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other content - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Omar Negyar, the lead manager of J.P.Morgan Emerging Markets Dividend Income (JEMI). This £540m market cap trust is a sister fund to J.P.Morgan Emerging Markets Growth and Income (JMGI). Paradoxically, perhaps, the latter has a higher headline yield tha...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Neil Rogan, a fund manager with more than 30 years' experience who is now chairman of two investment trusts, Invesco Asia Dragon (IAD) and Baillie Gifford UK Growth (BGUK) and a non-executive director of a third, J.P.Morgan Global Growth and Income (JGGI). Few...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Sandy Nairn, the lead manager of the Global Opportunities Trust (GOT), about AI and how it will play out in the financial markets. This is the subject of his new book, How AI Will Move Markets, to be published in December by Pan McMillan (pre-order here). It i...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week Some high-profile trusts are the subject of discussion in the latest podcast, which features Tom Treanor and Charlotte Cuthbertson, co-managers of MIGO Opportunities (MIGO), the special situations trust formerly managed by Nick Greenwood until his retirement. Since management of the trust was ta...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
This is a premium article for our subscribers.
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week It's a good moment to catch up on the podcast with two fund managers operating with non-UK mandates: Roddy Snell, the lead manager of Baillie Gifford's Asia Pacific investment trust Pacific Horizon (PHI), the fifth-strongest performer of all investment trusts over the last 12-18 months, and Nish...
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This is our weekly roundup of investment trust announcements and movers. Tables courtesy of Winterflood Securities follow, with the trust price and NAV performance, along with a table showing recent aggregate sector movements. If there are trusts you are interested in, the links in the list of news each day will take you to the relevant stock exchange announcement. The percentage figures in this list show the trust's discount/premium on the day of the announcement. Please note that the charts and weekly and year-to-date performance data are correct as of Friday mornings.
Winterflood Average D...
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