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News by: Gavin Lumsden

Investment Trusts: the ultimate challenge of liquidity

by Gavin Lumsden on Apr 23, 2014 at 09:00

Why liquidity is important and which investment trusts are in the top and bottom 10 of being easy or difficult to trade.

Investment Trusts: the deal with discounts

by Gavin Lumsden on Apr 22, 2014 at 09:00

Investment trusts have hard and soft ways to prevent their shares falling below net asset value. Unfortunately, they don't always work.

Fund Fees: the heat is on these four trust sectors

by Gavin Lumsden on Apr 21, 2014 at 08:00

Investment trusts in the Japan, Asia Pacific, Global Emerging Markets and Technology sectors look most exposed in the debate about charges.

Fund Fees: charge of the IT brigade

by Gavin Lumsden on Apr 18, 2014 at 08:00

Over 40 investment trusts have cut charges or performance fees in a bid to remain competitive against unit trusts. Has your trust moved with the times?

Why I'm keeping a beady eye on Mobius

by Gavin Lumsden on Apr 17, 2014 at 12:04

Mark Mobius' Templeton Emerging Markets (TEM) investment trust looked attractive as I prepared Citywire's Top Trust portfolio.

Investment Trust Insider 8: DIY Investor Safety Manual

by Gavin Lumsden on Apr 16, 2014 at 15:17

Our ezine has everything you need to know about the pros and cons of investment trusts: from charges, discounts, gearing to liquidity.

Hargreaves Lansdown: we will review our prices

by Gavin Lumsden on Apr 16, 2014 at 14:30

The UK's biggest funds supermarket holds out the prospect of more price cuts as it strives to remain competitive in the DIY investor market.

FTSE rises as jobless fall adds to economic cheer

by Gavin Lumsden on Apr 16, 2014 at 11:28

Chinese growth data and a fall in UK unemployment lift the pound and FTSE 100 but experts question if the figures justify all the optimism.

Friday 5: shares see red in role reversal

by Gavin Lumsden on Apr 11, 2014 at 16:48

It's been a bad week for shares but emerging markets and some bonds edged higher, according to our 'Accumulator' table. 

'Ullo John, got a new ISA?

by Gavin Lumsden on Apr 11, 2014 at 14:56

Anyone who can spend thousands of pounds on a new car that will definitely lose money can probably gamble on stocks and shares.

Hargreaves leads FTSE sell-off after price cut

by Gavin Lumsden on Apr 11, 2014 at 11:28

The FTSE 100 tumbles after another sharp drop in US tech shares. Hargreaves Lansdown slides 5% after Morgan Stanley cuts price target.

Friday 5: more ‘Goldilocks’ but no fairy tales

by Gavin Lumsden on Apr 04, 2014 at 15:51

Bonds beat shares in the first quarter. One of five points to take note from this week’s ‘Accumulator’ table.

Should Invesco drop names of Woodford's old funds?

by Gavin Lumsden on Apr 04, 2014 at 12:53

Neil Woodford's biggest fund at Invesco Perpetual is changing sector, proof that investment income wasn't what the star was all about. 

St James's Place shifts £3.5bn funds to Neil Woodford

by Gavin Lumsden on Apr 03, 2014 at 16:23

The St James's Place financial sales force deals a blow to Invesco Perpetual as it tries to cope without former star Neil Woodford.

7% yielding GCP Infrastructure turns down £20m

by Gavin Lumsden on Apr 03, 2014 at 08:19

Stephen Ellis, manager of GCP Infrastructure, explains why the investment company curbed a fund raising at £80 million last month. 

Convertibles: bonds that let you invest in exciting companies!

by Gavin Lumsden on Apr 02, 2014 at 14:32

Convertibles are bonds that can turn into shares at maturity. Antony Vallee of JP Morgan Asset Management explains their appeal. 

Technical Analysis: how to use a 'cup and handle' to buy funds

by Gavin Lumsden on Apr 01, 2014 at 09:01

Stephen Sutherland, author of 'How to make money in ISAs and Sipps', discusses a technique for deciding when to buy a fund.

 

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