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News by: Gavin Lumsden

Why I bought Foreign & Colonial for a 'Brexit' bounce

by Gavin Lumsden on Jun 28, 2016 at 13:41

Dismayed by 'Brexit' but excited by investment opportunities, Gavin Lumsden makes a change to Citywire's Top Trusts portfolio. 

'Brexit' bad but no Lehmans, say fund managers

by Gavin Lumsden on Jun 24, 2016 at 18:21

Investors grappling with the implications of Britain’s decision to leave the EU say it is not a prelude to another financial crisis.

Investment Trust Watch: bag a 'Brexit' bargain

by Gavin Lumsden on Jun 24, 2016 at 14:40

Today's stock market turmoil puts F&C Commercial Property, RIT Capital and Scottish Mortgage and other trusts on a lower rating.

Brexit: how exposed are global trusts to a volatile pound?

by Gavin Lumsden on Jun 23, 2016 at 13:17

With currency markets likely to be turbulent tomorrow analysts at Stifel have ranked global investment trusts' exposure to sterling.

Tesla's SolarCity bid worries Baillie Gifford's Anderson

by Gavin Lumsden on Jun 23, 2016 at 08:55

James Anderson of Baillie Gifford's Scottish Mortgage Trust concerned at how Elon Musk has handled this week's controversial bid.

Investment Trust Watch: 'cheap' Foreign & Colonial

by Gavin Lumsden on Jun 17, 2016 at 14:54

Thin stock market trading ahead of the EU referendum is generating lots of opportunities in investment trusts, including the UK’s oldest.

'Don't pay their fees,' activist tells property trust investors

by Gavin Lumsden on Jun 17, 2016 at 10:11

Shareholders in Industrial Multi Property Trust urged to veto payments to directors as battle for badly performing fund intensifies.

My Brexit tip & the big opportunity in private equity

by Gavin Lumsden on Jun 16, 2016 at 07:00

Nick Greenwood of Miton Global Opportunities reveals the property trust on his radar and assesses the trillion dollars chasing private equity. 

James Anderson: Tesla has come of age, so must we

by Gavin Lumsden on Jun 14, 2016 at 08:43

Scottish Mortgage manager says Tesla's Model 3 shows extraordinary wealth creation possible in a supposedly 'low-return' world.

Investment Trust Watch: 6 trusts under Aviva's shadow

by Gavin Lumsden on Jun 10, 2016 at 15:20

Winterflood analysts have revealed the six trusts that might need to 'do a Witan' and cut a deal with Aviva which wants to sell its stakes.  

Monks sells Nestlé as investors pray for growth

by Gavin Lumsden on Jun 10, 2016 at 07:00

Nestlé, the expensive consumer goods giant, is out as Monks' managers strive to get Baillie Gifford’s ‘best ideas’ fund on track.

Ashley's answers reveal Sports Direct's weakness, says investor

by Gavin Lumsden on Jun 07, 2016 at 16:50

Mike Ashley’s appearance before MPs to discuss working practices at his Sports Direct retail empire worry one investor.

RIT Capital abandons Alliance Trust chase

by Gavin Lumsden on Jun 07, 2016 at 14:33

(Update) RIT Capital withdraws from merger talks with Alliance Trust and reveals it has not held a stake since last summer.

Can this man turn round Templeton Emerging Markets?

by Gavin Lumsden on Jun 07, 2016 at 10:11

Carlos Hardenberg discusses his shift into tech and mid-cap stocks since taking on UK's oldest emerging markets fund last October.

Investment Trust Watch: Lindsell Train flies worryingly high

by Gavin Lumsden on Jun 03, 2016 at 14:22

Numis Securities warns of ‘extreme’ premium on Lindsell Train as top-performing investment trust enters FTSE All-Share index.

Buy, sell, hold: private equity trusts excite the tipsters

by Gavin Lumsden on Jun 02, 2016 at 00:01

A round-up of analysts' investment trust recommendations from the latest issue of Investment Trust Insider.

Battle for Alliance Trust likely to attract big rivals

by Sean Butters, Gavin Lumsden on Jun 01, 2016 at 12:53

RIT Capital's merger approach to Alliance Trust is unlikely to go unanswered by other fund managers, say analysts. 

Investment Trust Insider: issue 29 out now!

by Gavin Lumsden on Jun 01, 2016 at 00:01

Our free e-zine pits trusts against exchange traded funds, checks their EU referendum defences and rounds up analysts' verdicts.  

 

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