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Latest News - Gavin Lumsden

Why investment trusts trade on ‘discounts’ and ‘premiums’

Gavatar explains why investment trust share prices are often said to be ‘cheap’ or ‘expensive’ and why it matters.

Investment Trust Watch: Aurora’s toy joy, India panic

Shares in a UK turnaround trust look tempting as trusts exposed to India reel at the country's stock market and currency falls.

James Anderson: US can’t beat China, tech titans won’t stop

Scottish Mortgage Trust co-manager sees no long-term threat to China and says a regulatory clampdown on technology companies is unlikely to work.

Mobius: the ‘smart money’ is with us in emerging markets

Emerging market veteran Mark Mobius is confident his timing is good and enough investors will back his crack team of fund managers in launching his new investment trust.

Woodford Patient leaps on spike from Industrial Heat

Woodford Patient Capital Trust shoots to top of stock market as unexpected revaluation of one of its most controversial holdings, cold fusion specialist Industrial Heat, adds 5.5% to its battered share price.

‘Buy’ Woodford Patient Capital as a defence against a crash

Winterflood Securities, broker to Woodford Patient Capital, has pitched the struggling investment trust as a potential safe haven in a stock market downturn.

James Anderson: my great fear and hope for the next 10 years

Co-manager of Scottish Mortgage Trust says the financial world has not changed since the banking crisis but predicts the next decade will bring unprecedented upheaval in all areas of the market.

Blue Ocean Maritime Income sets course for 7% loan yield

An investment trust lending to privately-owned shipping companies is latest alternative income fund to test waters of busy flotation market, promising to generate returns not linked to either stock markets or the economy.

Investment Trust Watch: contrarian Brexit and property bets

With Mark Carney's house price warning and threats of a Brexit no-deal ringing in our ears, we take a contrarian look at property trusts and also equity funds that would enjoy a relief rally if an exit deal is struck.

James Anderson: ‘vicious’ short sellers are Tesla’s big problem, not Elon Musk

Exclusive: Scottish Mortgage manager attacks the ‘malignant’ influence aggressive short-sellers and negative media reporting have had on Elon Musk’s pioneering electric car company.