Stuart's fund profile this week features Cordiant Digital Infrastructure. You can watch a recording of Simon and myself discussing the investment trust sector in a recent half hour programme for Asset TV, although much of the ground we cover will, I think, already be familiar to you (link here). I should also mention again for new subscribers that our news and data page provides a comprehensive list of all investment trust news each week, with direct links to the relevant stock exchange announcements, saving you the trouble of having to track down each one individually.
Big picture There is ...
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My notes include some further random thoughts on topical issues. Stuart Watson's profile this week is of Pershing Square Holdings, the global investment trust founded by hedge fund manager Bill Ackman. I have also added a post for my latest podcast with the fund manager Peter Seilern, discussing some of the big picture issues (inflation, Ukraine, bond yields) that are contributing to volatility this year and seem particularly relevant.
Hard truths about the bond market 2022 is turning out to be one of the worst years on record for the bond markets, with analysts pointing out that bond perfor...
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Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at Allianz Technology. There is a short update Q and A with the managers of Temple Bar investment trust. My notes this week start with the J.P.Morgan/ Scottish Investment Trust takeover and also some thoughts on value, bitcoin and (not too seriously) what you can read into magazine covers.
Farewell to the Scottish It is always sad to see an investment trust which can date its origins back to the nineteenth century disappear, and the impending demise of the Scottish Investment Trust (ticker: SCIN) is no exception. To ha...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This 15-minute offering is with Charlie Morris, the former head of absolute return strategies at HSBC, now the Chief Investment Officer of Bytetree Asset Management, and an independent and perceptive analyst specialising in gold, bitcoin and other cryptocurrencies.
Charlie Morris The growth of cryptocurrencies has been one of the big stories of the last decade in financial markets. Bitcoin is the most notable examp...
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Jonathan Davis When the Money Makers circle was launched back in January, I said that I expected that the range and balance of the content would evolve as time went by - and so it is proving. This week I am introducing two new features - the first of a series of periodic shorter podcasts (15 minutes in length) discussing specific topics of current interest - this week gold and bitcoin - and also the first steps towards creating a model income portfolio, to add to the Handbook portfolio that has already been up and running for more than four years. This week I also highlight some further inter...
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It has been another fascinating week in the markets - lets be honest most weeks are like that - and so I am confining myself to a few thoughts, acknowledging (killjoy alert) that many of the most topical issues dominating the market headlines at the moment, such as the social media private investor revolt on Wall Street, are frankly not very relevant to any patient investor's real concerns. It is all too easy to get distracted from the main task of tracking the underlying trends in the market - are you on board with them or not? - while keeping an eye on the specific behaviour of your portfoli...
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There are a lot of valuable things to read this week - it goes like that sometimes. Other weeks nothing much of interest seems to pass my inbox. The week itself has been dominated by the inauguration of Joe Biden as President of the United States, which fortunately went off peacefully. The markets are expecting a big stimulus package to back up the already exceptional amounts of monetary stimulus and help reignite economic growth after the vaccines start to kick in and bring an end to the current wave of stringent lockdowns we are seeing across many countries, although there seems to be a clea...
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