2018 has certainly seemed like a pretty scary year, with two sizeable market setbacks, but thanks to a small decline in the pound, world markets have basically been flat for UK investors.
Exploring the world of investment trusts
Category: Blog
My personal views on what’s happening in the wacky world of investment trusts…
Big Returns From The Small-Cap Effect
I’ve always had a soft spot for investing in smaller companies, aka small caps. It’s what many private investors cut their teeth on. What’s more, there’s decent evidence that such companies outperform the wider market. This phenomenon has even got a catchy moniker: the small-cap effect.
VCTs Take A Brave Leap Forward
VCTs offer a dazzling array of tax reliefs to lure in investors. But the rules are shifting and the VCT landscape is changing fast.
Edinburgh Investment Trust: Will Value Rise Again?
It’s almost five years since Mark Barnett took over at Edinburgh Investment Trust. But has his valued-based approach had its day?
Go Global Or Go Home
We’re always told to avoid home bias and have a diversified portfolio. So, I crunched the numbers to find out how truly global I am.
Gresham House Energy Storage: Income & Growth From The Grid
Usually an investment trust offers either income or growth. But new kid on the recycling block, Gresham House Energy Storage Fund, appears to offer both — with a 7% yield and the prospect of 8% capital growth. Too good to be true?
My Investing Strategy
Everyone needs an investment strategy to guide their portfolio and decision making through good times and bad. Here’s mine.
Review: The Investment Trust Handbook
Investment trusts still seem to be a niche endeavour, so books about them tend to be very rare. Step forward The Investment Trust Handbook.
Independent Investment Trust: The Fever Subsides
Independent Investment Trust boasts a superb track record. But manager Max Ward turns 70 next year, so how long can its hot streak continue?
Bear Essentials: How I Approach Stock Market Falls
We’re currently in ‘correction’ territory with the UK market down 10% from its most recent peak in May 2018. Stock market falls like this can hit investment trusts harder than most, as a lot of funds have some level of gearing and discounts to asset values tend to widen.
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