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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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. The latest one is with Peter Spiller, the founder of CG Asset Management and the manager of the Capital Gearing Trust (since 1982, which makes him the longest serving investment trust manager in the UK). Capital Gearing Trust sits in the flexible investment sector and, like Personal Assets, Ruffer and RIT, offers a one-stop shop for those looking to have their money managed for them, but can also be used (as I use i...
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Jonathan Davis This week I am again writing these notes as a single item. This week you will also find separately a podcast interview with the managers of the Temple Bar investment trust, a recently added component of the Investment Trusts Handbook investment trust portfolio, plus some of my thoughts on topical issues and the normal weekly news and data section. This week I mostly concentrate on referencing a number of interesting comments from fund managers or other sources I know or monitor.
Market thoughts There are some signs from sentiment indicators that we may be heading, for what it ...
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