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News by: Gavin Lumsden

Investment Trust Watch: is Templeton a buy?

by Gavin Lumsden on Nov 27, 2015 at 14:29

Mark Mobius’s successor on Templeton Emerging Markets has overhauled the portfolio. Is it enough to revive the former stalwart?

Job Curtis: Glaxo may cut dividend, Shell should hold on

by Gavin Lumsden on Nov 27, 2015 at 08:30

City of London investment trust manager discusses the financial and environmental sustainability of dividends from two FTSE 100 giants.

Investment Trust Insider: issue 23 out now!

by Gavin Lumsden on Nov 26, 2015 at 12:00

Equity income as you've never seen it before plus special reports on private equity and who's buying commercial property trusts.

Woodford intervenes after Northwest allegations

by Gavin Lumsden on Nov 26, 2015 at 08:55

Fund manager demands Northwest Biotherapeutics appoints former FBI special agent to investigate allegations of financial impropriety.

A Top Trusts' guide to investment trust discounts

by Gavin Lumsden on Nov 25, 2015 at 08:00

Gavin Lumsden assesses progress in Citywire’s Top Trusts portfolio and explains why he's looking for investment trusts trading on cheap discounts.

UK rental growth will support commercial property

by Gavin Lumsden on Nov 23, 2015 at 14:59

Investors' fears about commercial property are misplaced, says Marcus Phayre-Mudge of TR Property investment trust.

Numis criticises Marwyn's dilutive share issue

by Gavin Lumsden on Nov 23, 2015 at 11:47

Top special situations investment trust, Marwyn Value Investors, admonished for issuing new shares below their net asset value.

Fidelity set to get £2.7m fee as China investors lose money

by Gavin Lumsden on Nov 23, 2015 at 09:00

Shareholders in Fidelity China Special Situations investment trust to pay fund manager a performance fee despite losing 16%.

Investment Trust Watch: Alliance splurges £64 million

by Gavin Lumsden on Nov 20, 2015 at 15:27

Alliance Trust has ramped up purchases of its shares, spending over £26 million this week in a determined bid to lower their discount.

Personal Assets bear becoming more ‘bullish’

by Gavin Lumsden on Nov 20, 2015 at 07:48

Recent stock market falls encourage Sebastian Lyon, manager of the ultra defensive Personal Assets investment trust, to consider a more positive stance in future.

Hospital fund looks offshore as infrastructure costs soar

by Gavin Lumsden on Nov 18, 2015 at 14:46

School and hospital projects are expensive so HICL Infrastructure Company is looking at areas like the transmission of offshore wind power.

Investors tell loss-making legal fund to wind down

by Gavin Lumsden on Nov 18, 2015 at 11:48

Legal finance fund Juridica Investments is winding up its operations after a 60% slump in its share price this year.

Mark Barnett dumps Glaxo, warns on UK earnings

by Gavin Lumsden on Nov 17, 2015 at 11:13

Top-rated manager of Edinburgh investment trust reveals why he has dropped drugs giant GlaxoSmithKline from all his funds.

Emerging markets: is the worst over?

by Gavin Lumsden on Nov 16, 2015 at 16:07

Could a US interest rate rise signal a turning point for battered emerging markets? Some investors believe all the bad news is priced in.

Investment Trust Watch: Qatar pays to survive

by Gavin Lumsden on Nov 13, 2015 at 11:26

The heavily discounted Qatar Investment Fund shoots to the top of our 'expensive' table after securing its future with an unusual share offer.

Politicians won’t stop biotech boom, says Orbimed

by Gavin Lumsden on Nov 12, 2015 at 10:09

A wave of blockbuster, life-saving drugs and bids will revive battered biotech stocks, says manager of Worldwide Healthcare trust.

Winterflood drops Electra after Sherborne win

by Gavin Lumsden on Nov 11, 2015 at 11:57

Broker drops recommendation for private equity trust after Sherborne Investors secured seats on the board, warning of 'huge uncertainty' for the fund.

Cheers! FTSE rises as SAB Miller secures top price

by Gavin Lumsden on Nov 11, 2015 at 10:28

Anheuser Busch pulls off $105 billion bid for SAB Miller and Talktalk says it can handle the cost of last month's hacking attack.

P2P trust manager blames 'copycats' for share falls

by Gavin Lumsden on Nov 10, 2015 at 11:27

Simon Champ, manager of P2P Global Investment, blames activity by rivals for recent share price weakness in direct lending funds.

'Green' property fund returns 60% in three years

by Gavin Lumsden on Nov 09, 2015 at 16:07

Low Carbon Workplace Fund proves investor and tenant demand for environmentally friendly offices, says Columbia Threadneedle. 


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