Investment Trust Insider - Comment & Analysis
Ian Cowie: the winners and losers testing my patience
Our columnist continues his annual portfolio review to highlight investment trusts where recent performance begs questions in need of an answer.
Trust Watch: Russia rout and Woodford revival
The big sell-off in Russian stocks was the big mover in markets this week, while a flurry of funds enjoyed a much-needed revival.
James Carthew: Latin volatility requires a long-term view
Political headwinds are gathering strength in Latin America once again although the performance of two investment trusts in the region suggests investors should ignore the short-term noise of its markets.
Why income investors should keep an eye on Sequoia
High yielding Sequoia Economic Infrastructure Income (SEQI) makes a good alternative to social infrastructure funds that hurt by Labour opposition to private finance initiatives (PFI).
Fundamentum launch tests appetite for social housing
Investor appetite for high-yielding social housing funds faces a new test today as plans are unveiled to launch Fundamentum Supported Housing, the sector’s fourth real estate investment trust in 18 months.
Investment Trust Watch: ‘buy’ Schroder UK Growth
Schroders' sacking and replacement with rival Baillie Gifford restores interest in its UK Growth trust, while activist Sherborne Investors and top-performing Baillie Gifford Shin Nippon also catch the eye.
Investment trusts beat open-ended rivals over 30 years
Investment trusts and closed-end funds have on average outperformed rival open-ended funds over 1, 3, 5, 10, 20 and 30 years, according to analysis commissioned by the Association of Investment Companies.
Ian Cowie: perilous politics linger over my portfolio
A review of my portfolio over the past year reveals the significant impact that politics has had on my investments. On the positive side, there are opportunities to add to my favourite trusts.
James Carthew: this trust swerved Conviviality crash
Seneca Global Income & Growth's managers are proving adept at spotting trouble ahead. Will their cautious stance on equities prove equally prescient?
Trust Watch: infrastructure & healthcare bargains are back
Political and interest rate risks make the yields on infrastructure funds look attractive. Foreign & Colonial enjoys the limelight and one private equity fund spikes on an analyst tip.