Investment Trust Insider - Comment & Analysis
James Henderson regrets Carillion ‘mistake’
Manager of Law Debenture and Lowland investment trusts left holding a stake in construction group that he could not sell as it plunged towards liquidation.
Ian Cowie: Carillion crisis confirms infrastructure shares were too high
Just as Carillion’s catastrophe warns investors to beware corporate hype, collateral damage among infrastructure funds flags up risks of buying investment trusts at double-digit premia.
Winterflood's investment trust picks for 2018
Looking for investment opportunities for the new year? Here are Winterflood Securities' top investment trust tips for 2018.
Tom Slater: is it time to sell Scottish Mortgage Trust?
Co-manager poses the question many shareholders ask themselves after 10 years in which the global investment trust has quadrupled their money.
James Carthew: Scottish Mortgage story has me gripped
The £6.6 billion flagship global fund has gone from strength to strength, helped by the stock picking of its managers but also Baillie Gifford’s ability to communicate their vision.
Investment Trust Watch: infrastructure funds go cheap
Investors who can stand the political risk can seize a buying opportunity in listed income funds like HICL Infrastructure following the collapse of Carillion and a critical audit office report into private finance initiatives.
Seven Heaven: Canaccord’s top trusts for this year
Analysts at Canaccord Genuity pick seven investment companies and investment trusts to watch this year.
Numis: our 31 investment trust recommendations for 2018
Numis Securities is sticking with virtually all the equity investment trust recommendations it made a year ago. We have the full list.
Killik: time to buy Utilico Emerging Markets
The research team at Killik & Co highlights Utilico Emerging Markets as an investment company that could take off this year.
Ballot box verdicts loom for Artemis Alpha and 23 rivals
Artemis Alpha one of 24 investment trusts anxiously hoping to keep shareholders sweet ahead of continuation votes this year.