Investment Trust Insider - Comment & Analysis
Ian Cowie: why I switched from emerging Europe to Vietnam
Ian Cowie unveils his new long-term investment in Vietnam after selling Baring Emerging Europe earlier this year.
James Anderson criticises Elon Musk for slur on British diver
(Update) Scottish Mortgage manager joins investors in criticising Tesla boss, extracting an apology over his attack on cave diver Vernon Unsworth.
Trust Watch: the infrastructure funds to buy after John Laing
The bid approach for John Laing Infrastructure underlines how undervalued the high-yielding alternative income funds had become. Even after this week's rally, analysts say there is still more to go for.
James Carthew: imponderable questions in quest for scale
The main issues faced by small investment trusts are illiquidity, wide bid-offer spreads, high charges and tight marketing budgets.
Trust Watch Global Half-Year Report: Baillie Gifford triumphs
We highlight the winners and losers among global investment trusts and highlight two buying opportunities after a hectic six months.
Syncona: ‘unique’ life sciences fund could rise another 20%
Numis Securities, broker to Syncona, explains why it believes highly-rated listed life sciences fund could rise another 20% despite soaring 60% in the past year.
Fallen star R&M Micro Cap exits rehab with £12m windfall
A £12 million return of capital and tip in the Telegraph send shares in River and Mercantile UK Micro Cap soaring, 20% up on the level we highlighted them in March after sacking of its former star manager.
Ian Cowie: platforms get the message on shareholder votes
Charles Stanley and Hargreaves Lansdowne say they are looking at enabling investors on their platforms vote on corporate actions affecting their holdings.
Trust Watch UK Half-Year Report: Max Ward top again!
Max Ward, manager of Independent, the best-performing investment trust of last year, beat all UK trusts in the first six months of the year with a total shareholder return of 22.5%. First of two special reports.
Trust Watch: JZ takes the rap as Barnett bags the biscuit
Market uncertainty is depressing a number of investment trust shares, including a controversial micro-cap investor, a popular high yielding European trust and an out-of-favour UK equity income trust whose rating has fallen to a 10-year low.