Custodian Reit pounces on high street retail as rents rise for first time in four years
The £441m diversified property trust has spotted rents rising on prime high street retail sites and snapped up two properties in central Winchester for £3.65m.
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Low inflation Vietnam a good alternative to China
Investors hoping to get out of China and into a low-inflation market need only look next door to neighbouring Vietnam where inflation has remained below analyst forecasts at around 3%, says Andy Ho, manager of the VinaCapital Vietnam Opportunity.
James Carthew: Read up on Literacy Capital ready for the moment
A couple of private equity 'outliers' are defying the gloom as discounts widen across the sector. Literacy Capital may be less than a year old but its progress may justify its persistent and chunky share price premium.
James Carthew: Read up on Literacy Capital ready for the right moment
A couple of private equity 'outliers' are defying the gloom as discounts widen across the sector. Literacy Capital may be less than a year old but its progress may justify its persistent and chunky share price premium.
3i share price slide to US retailer woes an ‘overreaction’
3i Group, the £11bn private equity giant that recently regained its title as UK’s biggest investment trust, yesterday risked losing that status after its shares plunged 11%, a decline one analyst views excessive.
Baillie Gifford European Growth puts brave face on half-year collapse
The extreme selloff in growth and technology stocks has wiped out the outperformance fund managers Stephen Paice and Moritz Sitte achieved after taking on the trust in 2019, but they remain confident their companies will grow when panic subsides.
FTSE fights back despite mixed consumer signals, THG jumps
UK stocks recoup this week’s losses after China boosts Asian markets overnight, while THG shares soar after takeover interest at the beleaguered e-commerce group.
Scottish Mortgage: ‘Mistake’ to sell US platforms not China’s
Tom Slater, manager of top-performing global trust battered in the technology selloff, believes worst has passed for China investments but regrets prioritising its internet companies over their US rivals.
Elon Musk slams S&P after Tesla dropped from ESG index
Elon Musk has hit out at S&P Dow Jones Indices, claiming that it has ‘lost credibility’ after the index provider dropped Tesla from its S&P 500 ESG index of sustainable stocks which is monitored by several leading funds.
FTSE falls 1% as US retailer selloff stokes inflation fears
Update: A profits warning by US department store Target has hit stocks in Wall Street and contributed to steep market falls in the UK and Europe.
David Stevenson: Venture capital trembles at the foot of the bear
If we are in a bear stock market, it means more bad news and writedowns for venture capital and early-stage private equity funds who until recently had been on a roll.
Train holds out prospect of capital returns as Finsbury Growth extends bad run
Finsbury Growth & Income manager Nick Train asks investors to put faith in his stocks’ high returns on capital as performance continues to lag and the shares drift to what one commentator calls an ‘extreme’ discount.
