Matthew Read comments on Murray Income in Helen Kirrane’s article: “..banks and insurers have been among the better performers as inflation and interest rate expectations have edged up.” Read the article here
James Carthew comments on FSV’s manager Alex Wright in William Kay’s Tempus article: “Wright is a good example of a manager who, if he said, ‘I’ve had enough of this, I’m off’, people would be seriously worried.” Read the article here
James Carthew comments on PCT and AI in Natalie Kenway’s article: “What I like is that Polar Capital Technology has done much more than just ride the AI wave, and the portfolio changes it has made have added value,” Read the article here
James Carthew: Is it time for Henderson High Income to shine? It is the last trust standing in the UK Equity and Bond Income sector, offering investors the only entry point to a distinctive strategy. Ongoing consolidation within the investment trust sector has left some sub-sectors with very few constituents, and in some cases, just […]
Matthew Read comments on broadly pleasing results for IGET shareholders in Michael Nelson’s article: “Perhaps more importantly, the combination with Franklin Global Trust and strong investor demand have taken the market cap above £500m, which should improve liquidity and provide further economies of scale. Once you factor in another healthy increase in the dividend and […]
Matthew Read comments on USA’s performance numbers in Helen Kirrane’s article: “Experienced investors will recognise that the [five-year] weakness was largely a cyclical issue rather than a fundamental problem with the trust,” Read the article here
Richard Williams comments on PHI’s year in Ian Conway’s article, with discount widening: “disappointing after a remarkable year and a powerful demonstration of what its high-conviction growth approach can deliver when markets move in its favour.” Read the article here
Richard Williams comments on the JUGI and AUSC merger in Patrick Sanders’ article: “If greater scale translates into better liquidity and a more resilient rating, it may not be its last deal,” Read the article here
Matthew Read comments on why he likes OCI and PPET in Val Cipriani’s article: PPET’s “European mid-market focus has continued to deliver, it has been achieving healthy uplifts on exits and there is a sizeable pool of mature assets that could benefit disproportionately if the exit market improves,” Read the article here
Richard Williams comments on the merger between JUGI and AUSC in James Crux’s article: “If greater scale translates into better liquidity and a more resilient rating, it may not be its last deal.” Read the article here
