Consolidation, overcrowding and widening discounts: Do investment trust boards need to step up?
Given the Home Reit saga and TLEI’s suspended shares, PA looks at governance concerns in the investment trust space
Analysis
-
-
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
-
Battle of the banks: Should investors turn to challengers or stick with incumbents?
Several fund managers debate the merits of investing in the ‘Big Five’ lenders amid a busy month for the sector
-
Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
-
Digital infrastructure trusts: Tapping into the fourth industrial revolution
Where are the best opportunities in the digital infrastructure space?
-
A deep dive into the most popular investment trusts of H1 2023
Why UK equity income trusts are proving more popular than their open-ended counterparts
-
How ‘sticky’ will inflation really be?
The UK economy is entering a critical period
-
Cash is king – but not how you might think
Macro conditions could help UK stocks recover versus peers
-
Is there life in UK consumer stocks?
Retail sales ‘continue to defy doom-mongers’ despite cost-of-living crisis
-
Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
-
Family offices eyeing increased equities allocations after flight from risk
UBS report sheds light on high-net-worth sentiment
-
What to make of high yield’s time in the sun
There are signs of problems for the asset class