Henderson Global ready to buy Europe
A perfect storm is brewing for European investors with low market expectations combined with upward trending leading indicators, according to the manager of Henderson Global Trust.
Investment Trusts
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Despite volatility EMs still offering value Mobius
The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.
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Oriel says cap size divergence creating discount
Oriel Securities has said an increased divergence between UK large and small or mid cap companies is leading to a big rise in discounts on some investment trusts.
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Small caps pressured if earnings fall short
Aberforth Partners’ Alistair Whyte believes the strength of sterling poses the greatest threat to the outlook for his sector, according to a recent note from Winterflood.
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EM declines could weigh on Aberdeen SLI Moore
SLI UK equity income trust manager wins through easyjet dividend policy while voicing concerns that emerging market declines could weigh on Aberdeen.
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HINTs Lofthouse favours domestic Europe
Ben Lofthouse has tilted his Henderson International Income Trust towards domestically focused European companies, subsequently enjoying strong performance from this sector over the first quarter.
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JPM Brazil manager explains tactical derisking
JPMorgan Brazil Investment Trusts new manager Sophie Bosch de Hood has derisked her portfolio through trimming some of its small and mid-cap holdings in her first month at the helm.
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Morningstar downgrades FCIT rating under Niven
Morningstar has reinstated a rating on Foreign & Colonial Investment Trust following the news of Jeremy Tigues forthcoming retirement, planned for later this year.
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Six trust themes but has the easy money gone
Private equity could be a hot tip from the closed-ended space for the foreseeable future as valuations suggest it has yet to enjoy the recovery seen in listed markets.
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Williams Diverse Income Trust to raise 50m
Gervais Williams Diverse Income Trust is hoping to raise a further £50m.
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Is now a GEM buying opportunity
With the GEM sector trading at an average 9% discount against the broader markets 4%, is now a buying opportunity?
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JPM American IT let down by tech calls
JP Morgan American manager holds firm on technology choices, despite holding back performance.