I plan to stick with a thoughts of the week approach for now and supplement that with periodic market and portfolio reviews, as well as resuming some longer Q and As with relevant fund managers and analysts, to supplement the rather shorter weekly investment trust podcast that will be the norm from here on. I hope that you are continuing to value and make use of the comprehensive trust profiles which my colleague Stuart Watson produces and find the data, news summaries and outside contributors helpful.
Thoughts of the week
It is uncomfortable still being bearish about equities when there i...
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I plan to stick with a thoughts of the week approach for now and supplement that with periodic market and portfolio reviews, as well as resuming some longer Q and As with relevant fund managers and analysts, to supplement the rather shorter weekly investment trust podcast that will be the norm from here on. I hope that you are continuing to value and make use of the comprehensive trust profiles which my colleague Stuart Watson produces and find the data and news summaries useful.
Thoughts of the week What Buffett says If you are a long term investor, then always worth bearing in mind words ...
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It is reassuring to return from a short holiday to find that some kind of nervous normality has returned to the UK after the madness of the Truss as PM interregnum, which unfortunately has made us something of a laughing stock overseas (as I heard more than once in France and the Netherlands). The Sunak/Hunt partnership responsible for economic policy now have a a short breathing space in which to try and restore a more lasting period of stability. I confine myself to some more brief notes this week.
Thoughts of the week
Forecasting the demise of Liz Truss two weeks ago may now look obviou...
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It has another eventful week in the markets and for the investment trust in particular, culminating in the sacking of the Chancellor Kwasi Kwarteng after less than 40 days in the job and the prospect of more U-turns from the new Government. The initial market reaction saw the gilts market reprice briefly, giving some relief for investors in those sectors most affected by higher gilt yields, such as commercial property, renewable energy and infrastructure. To put some recent events in context, I have recorded a market review video.
Market review You can access the video recording of my latest...
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Stuart's latest profile looks at Murray International, the global equity income trust managed by the long serving Bruce Stout, whose concerns about the wisdom of US and European monetary policy are finally being vindicated. Having been away last week, I spared you my immediate thoughts on the inept handling of the UK government's mini-maxi-Budget (call it what you will), whose damaging effects will, I fear, continue to be felt for some weeks ahead. It has unfortunately made a difficult investment environment even harder. I will be posting a fuller Q3 market review shortly. You will also find h...
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