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News by: Gavin Lumsden

Investment Trust Watch: India Capital Growth in limbo

by Gavin Lumsden on Jul 22, 2016 at 16:24

Some normality is returning to investment trusts but India Capital Growth and JPMorgan Elect look mis-priced. 

‘Brexit’ deals blow to Alliance Trust managers’ cause

by Gavin Lumsden on Jul 22, 2016 at 13:07

Events are conspiring against Alliance Trust Investments hanging on to £2.8 billion global investment trust.

The big winners and losers from cloud computing

by Gavin Lumsden on Jul 22, 2016 at 07:00

Don't stick your head in a cloud. Technology is too big for investors to ignore, says Ben Rogoff of Polar Capital.

Investment Trust Insider: issue 30 out now!

by Gavin Lumsden on Jul 22, 2016 at 00:01

Our free e-zine serves three ace features including a must-read profile of City of London's dividend king Job Curtis.

Fund managers look to 'helicopter money' to scare the bears

by Gavin Lumsden on Jul 21, 2016 at 11:25

'Brexit' has put global fund managers off Europe while their holdings of cash are at a 15-year high, says Bank of America Merrill Lynch.

Investment Trust Watch: all aboard the 'Brexit' rebound

by Gavin Lumsden on Jul 15, 2016 at 18:04

(Update) This week's rally brings some relief from 'Brexit' but fund managers Andy Brough and James Henderson urge caution.

‘Robo Active’: expert views on our fund manager trackers

by Gavin Lumsden, Christine Dawson on Jul 14, 2016 at 16:33

Experts give their verdicts on our attempt to build investment portfolios based on tracking top fund managers. 

'Robo Active': tracking the world’s top fund managers

by Gavin Lumsden on Jul 13, 2016 at 11:09

Citywire's second 'Smart Alpha' special report reveals one way to build portfolios that track the world's top fund managers.

JPMorgan Overseas seeks capital future with 4% dividend

by Gavin Lumsden on Jul 12, 2016 at 07:00

Global investment trust plans to ramp up dividends and change name in bid to win support from income-starved investors.

FCA worries about ISA investors piling into P2P

by Justin Cash, Gavin Lumsden on Jul 11, 2016 at 08:30

Financial Conduct Authority considering toughening rules to protect investors in new 'Innovative Finance' ISAs.

Investment Trust Watch: property promise not peril

by Gavin Lumsden on Jul 08, 2016 at 15:47

Wide discounts and yields of over 5% make Schroder Real Estate and other property trusts attractive at this time of fund suspensions.

Aberdeen, L&G impose penalties on property funds

by Gavin Lumsden on Jul 07, 2016 at 13:03

Aberdeen and Legal & General tell UK property fund investors they can continue to sell but will get 15-17% less than previously. 

'Open-ended' funds doubted as property suspensions rise

by Gavin Lumsden on Jul 06, 2016 at 17:41

Henderson, Columbia Threadneedle and Canada Life join groups suspending property funds amid debate over whether investment trusts would be better.

Gervais Williams: small is still beautiful after 'Brexit'

by Gavin Lumsden on Jul 06, 2016 at 16:08

'Brexit' dealt a blow to UK smaller company shares but fund manager Gervais Williams says they could benefit from a retreat in globalisation.

Aviva, M&G suspend property funds as investors panic

by Gavin Lumsden on Jul 05, 2016 at 17:17

Three leading property fund managers have 'gated' their funds to prevent investors leaving and worsening a post-‘Brexit’ downturn.

Property crash: should investors jump at high yields?

by Gavin Lumsden on Jul 05, 2016 at 15:38

Fears of a post-'Brexit' property crash turn banks, builders and real estate investment trusts into dividend plays with yields of up to 8%. 

SLI suspends trading on £2.7bn UK Real Estate fund

by Gavin Lumsden on Jul 04, 2016 at 16:58

Post-Brexit exodus from commercial property forces Standard Life Investments to suspend trading in its UK Real Estate fund.

Investment Trust Watch: 3 funds that bucked 'Brexit'

by Gavin Lumsden on Jul 01, 2016 at 17:30

Three investment trusts have stood out from the stock and currency market mayhem caused by the 'Brexit' referendum result.

Scottish Mortgage wins backing for more 'unicorn' investments

by Gavin Lumsden on Jul 01, 2016 at 14:54

Shareholders in top-performing global fund approve policy change to lift unquoted investments to 25% of its £3.6 billion portfolio.

Elliott Advisors targets British Empire with 5% stake

by Gavin Lumsden on Jul 01, 2016 at 11:19

US hedge fund that forced through overhaul at Alliance Trust reveals position in British Empire, another global fund on a wide discount.

 

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