I am experimenting with a series of shorter videos covering specific asset classes and investment trust sectors. The notes this week include the first of these, together with a short summary of my current thinking about the market cycle.
Market overview Once again I have reason to be grateful for technical analysis, which has kept me from making too grievous a mistake in thinking about the equity and bond markets so far this year. The essential message from the charts has been; don't rush to judgment and in particular don't buy too readily the argument that both equity and bond prices are...
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Consolidation = profit opportunity?
The trend towards consolidation in the investment trust sector is accelerating, as the latest spate of announcements from unloved or too small to survive trusts indicates. A useful note from Winterflood Securities this week highlights a number of other trusts that may be vulnerable to this trend. Using a series of filters, including limited liquidity, underperformance and persistent discounts, the brokers come up with a list of nine equity and five alternative asset trusts that they think could rightly be regarded as "sub-scale" and which boards might deci...
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