For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Colette Ord, head of the real assets research team at Numis Securities, and discusses the infrastructure sector. This sector has grown rapidly over the last ten years and now comprises 26 different trusts with a combined market capitalisation of £23 billion. I suggest you listen to our conversation in conjunction with some of the slides from a recent presentation she gave to professional investors...
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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 one is with Ewan Lovett-Turner, who is the head of investment trust research at Numis Securities, one of the biggest independent broking firms in the City, well known for its investment trust research and corporate broker to more than 40 investment companies. I sat down this week with Ewan to talk about discounts and the concept of "value" as it applies to investment trusts and recent trends in primary and seco...
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