I am back from my holiday break but there is no in-depth fund profile this week as Stuart is now also away. His next profile, of the Diverse Income Trust, will appear this coming week. However there are plenty of recent profiles you may have missed, so do double check the back catalogue. Our weekly summaries of company announcements and movements in share prices, NAVs and discounts are posted as usual again this week. You can also read the latest thoughts on discounts from the Kepler Intelligence team.
The narrative and the price There were plenty of good reasons, both fundamental and techn...
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There will be a a short break in this series of comments as I'm taking a holiday break for a couple of weeks. We will continue to publish our in-depth fund profiles - the latest this week is on the Ruffer Investment Company (ticker: RICA), the popular defensive multi-asset trust, and next week we will look at PRS REIT - and our weekly summaries of company announcements and movements in share prices, NAVs and discounts will continue to be posted each week. I have also reposted last week's comments which were accidentally taken down from view. This week I add some random thoughts on where we ar...
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