alliance trust moves to us and tech in restructure
The £2.5bn Alliance Trust increased its exposure to the US and information technology when restructuring its portfolio over the summer, the latest interim management statement shows.
Alliance Trust
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Alliance Trust launches dynamic bond fund
Alliance Trust Investments has launched a dynamic bond fund to be managed by Stuart Steven and Juan Valenzuela and targeted primarily at the institutional and DFM markets.
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Uncertainty and opportunity reflect cheap equity
George Renouf restates his commitment to equities despite global equities suffering a year-long decline with more volatility to come.
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valenzuela swaps swip for alliance trust fi
Juan Valenzuela has taken up a role with Alliance Trust, calling time on a six-year career with Scottish Widows Invetment Partnership.
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equities hold sway co fundamentals to the fore
George Renouf has been bullish on equities relative to other asset classes for a while though he is also wise enough to know this view cannot hold true forever.
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alliance trust increases dividend
Alliance Trust revealed a 7.2% increase in its full-year dividend today and showed outperformance in its peer group despite a 7.6% drop in its NAV per share in the 11 months to 31 December.
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trying to predict economic outcomes is pointless
George Renouf looks forward to taking advantage of cyclicals pushing ahead of defensives later this year, preferring quality companies that perform irrespective of the economic backdrop.
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global thematic opps fund from alliance trust
Alliance Trust is to launch a Global Thematic Opportunities Fund for its new head of global equities.
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europe needs political will to deliver fiscal unification
George Renouf argues the case for fiscal unification as a solution to the European crisis though admits out this is more easily written and spoken about than delivered.
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PA ANALYSIS: Investment trust buyers looking for income
Investment trust buyers still show a clear preference for older, more traditional income portfolios.
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Is the assumption of a current ‘soft patch’ rational?
George Renouf asks whether we are in a mid-cycle slowdown or anything more serious.
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Fidelity’s Di Bon joins Alliance Trust as global equities head
Ilario Di Bon, head of institutional global equities at Fidelity, has joined Alliance Trust.