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Manchester & London: Tech trust denies AI bubble talk after shares double since Jan 2023

Fund manager Mark Sheppard holds half his top-performing portfolio in Microsoft and Nvidia in the belief that we are at the start of a bull market in artificial intelligence stocks.

Manchester & London denies AI bubble talk after shares double since Jan 2023

Fund manager Mark Sheppard holds half his top-performing portfolio in Microsoft and Nvidia in the belief that we are at the start of a bull market in AI stocks.

‘Buy’ this infrastructure income fund bargain before interest rates fall

Shares in BBGI Global Infrastructure offer an attractive, government-backed 6% yield and the potential for capital growth as they languish on a 12% discount.

‘Frustrated’ INPP prepares to up buybacks as shares undervalue long income stream

Core infrastructure fund will consider whether proceeds from further asset sales should be better spent buying its shares on a 20% discount rather than make new investments.

Schroders Capital: Finally the tide is turning for former Patient Capital

A strong fourth quarter underlines the potential in Schroder Capital Global Innovation, says fund manager Tim Creed, as annual results show 2023 was another difficult year for the former Woodford Patient Capital Trust.

Merchants Trust rakes in the cash despite lagging benchmark last year

Merchants Trust’s results for the 12 months ended 31 January 2024 show the trust lagging the +1.9% return posted by the All-Share Index, with NAV retu...

Another year of losses for Schiehallion

Schiehallion says that over the year to 31 January 2024, the NAV returned negative 0.9% and share price returned negative 22.3%. The share price disco...

Better year for Dunedin Income Growth as it beats rivals

Over the 12 months ended 31 January 2024, Dunedin Income Growth generated an NAV return of 6.7%, well ahead of the 1.9% return posted by the All-Share...

Invesco Bond Income Plus in demand

Invesco Bond Income Plus delieved an NAV return of 11.7% over 2023 and a 10.5% return to shareholders. The 11.7% NAV return was slightly below the 13....

Temple Bar makes solid progress in 2023

Temple Bar posted a decent set of results for 2023. NAV and shareholder returns were 12.3% and 12.5% respectively, both well-ahead of the 7.9% return ...

QuotedData’s morning briefing 4 April 2024 – CYN, GPM, NCYF, GCL

In QuotedData’s morning briefing 4 April 2024: Manulife’s acquisition of CQS is now complete. There are no planned changes to the management teams of ...

Milkwood seeks to block Downing Strategic wind up

Since February, two institutional shareholders, who were supportive of Downing Strategic’s managed wind-down, and who had voted in favour of adopting ...