Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at Impact Healthcare REIT. Simon Elliott and I did a half-hour session on investment trust fundraising at the Mello Trusts and Funds event this week and you can view that by following the link below. If you missed it, my latest market review video that I posted last week is, I think, still relevant. I would also like to flag up that the next edition of the Investment Trusts Handbook, the fifth annual one, is due out on December 14th. As well as the traditional 280-page hardback, there is also a free e-book download availab...
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Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at the Bluefield Solar Income fund, one of the first renewable energy trusts to be listed on the London market. My market review video has been deferred for a couple of days, but my notes this week start with the latest performance reviews from Numis and Winterfloods, the most prolific of the big brokers that cover the investment trust sector.
Investment trust developments YTD The latest investment trust market reviews by Numis (quarterly) and Winterfloods (monthly) provide plenty of useful in-depth information about prog...
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Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at the European Opportunities investment trust, managed by Alex Darwall, a high profile manager who left Jupiter Asset Management, where he managed the trust previously, to form his own independent investment company in 2019. When a well publicised accounting scandal at the German company Wirecard knocked holes in the value of his largest holding last year, the trust got off to a sticky start - but is it now on the way back? The Q and A this week is with Helen Steers, lead manager of the Pantheon International private equi...
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Jonathan Davis The notebook this week outlines some future plans, recounts my history in tracking the performance of investment trusts and explains the thinking that lies behind the Handbook portfolio and my other holdings. In this week's Q and A Richard Curling, an experienced manager at Jupiter Asset Management, who runs two funds that only invest in investment trusts, explains how he picks trusts for income and the rationale for owning his largest holdings in the alternative asset space.
The perfect income stock If you are worried about inflation, or merely interested in generating income ...
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Jonathan Davis The notebook this week comments on inflation, the outlook for property trusts and some remarkable evidence about the poor performance of pension funds and university endowments since the global financial crisis, which only serves, in my opinion, to enhance the attractions of the best investment trusts. Peter Spiller, the long serving manager of Capital Gearing Trust, expands on the future of the sector in this week's Q and A, and reiterates the equally valid point that investment trusts have no automatic right to exist and a good many are not doing enough to justify their existe...
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