Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
Matt Cable took over as lead manager last month, following Dan Nickols’ retirement
Share price total return for the company has outperformed the sector on a one-year and three-year basis
The investment trust sector is increasingly willing to take difficult choices to deliver shareholder value
Some 8% of Witan’s portfolio is invested in other trusts
Its historically wide discount presents a prime buying opportunity, according to analyst David Johnson
With most trusts permanently trading at a discount, how can investors identify a good egg from a bad one?
Fund selectors debate whether the strategy will change, and whether Jupiter has a ‘small-cap problem’
Research from Edison Group, Hardman & Co, Kepler and QuotedData will be accessible on the AIC website
QuotedData analysts argue that a managed wind-down should be preferable
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
The trust’s share price has collapsed by 65% from £1.61 to 56p over the last year