Underperforming global investment trust illustrates the choice facing investors: run for cover or settle for anaemic growth?
While trying to steer my disparate collection of stocks towards a proper asset allocation, I've ignored one crucial area.
Scottish Mortgage, the UK's biggest listed equity fund, trades below net asset value for second time this year.
My portfolio is looking healthier after the market rebound, but I would be doing better if had sat on my hands.
Dunedin Enterprise looks likely to become the latest private equity trust to wind up, in a move that could represent an opportunities for patient investors.