Latest News - Charles Cade
With a whimper or a bang? Why subscale trusts just fade away
Perhaps the most challenging problem facing the investment companies sector is trading liquidity. There are numerous small funds that have simply fallen off the radar of most investors and are trading on wide discounts.
The best emerging market investment trusts you have never heard of
Many esoteric closed-end funds were launched between 2005/07 to exploit emerging growth. Many were dubious, but after corporate action we are starting to see the winners come through.
Global growth trusts discover their mojo
‘Sleepy’ is an adjective commonly used by journalists to describe the Global Growth investment trust sector. This might have been true in the 1990s when most of these funds were little more than quasi-index trackers, with separately managed regional portfolios and a huge number of stocks.
How to play the listed private equity arbitrage
Eighteen months ago, the listed Private Equity (PE) Fund of Funds sector was in distress due to leveraged portfolios and high levels of unfunded commitments.
Charles Cade: Trust liquidity traps threaten sector survival
Trading constraints mean trusts will struggle to compete with exchange traded funds/open-ended funds for rapid asset allocation.
Charles Cade: Where to find the re-rating opportunities in listed property
Last year was a volatile period for both direct property and listed property fund valuations in the UK.
Charles Cade: How to pick trusts for income security
With UK base rates at record lows of 0.5%, what are the options for investors seeking a secure, stable income?
Charles Cade: Difficult issues - the art of launching shares at discount
Most investment companies trade on discounts, making them difficult to grow, however good their performance record. This can be frustrating for managers as capital can only be raised when an asset class or management style is in favour, usually after strong performance
Sarasin’s Boucher: why I like salmon with chocolate
Henry Boucher, manager of the £129 million Sarasin Food & Agriculture Opportunities fund, explains why he is gobbling up salmon and chocolate stocks.
Alibaba hype, the UK slowdown and opportunities in European sovereign bonds
Libby Ashby and leading wealth managers analyse what the Alibaba IPO hype means for Chinese equities, slowing growth of the UK economy and whether there’s anything left to play for in the European sovereign bond market.
Veteran banker boosts Sanlam’s stockbroking team
A veteran private banker has been recruited by Sanlam Private Investments to strengthen its advisory stockbroking team.
Profile: Psigma's Edinburgh boss on why he is in Scotland long term
When Tim Wishart agreed to launch an Edinburgh office for Psigma he was not expecting to head the company’s first overseas team