The election of president Trump has accelerated a rotation from 'growth' to 'value'. Which investment trusts stand to benefit?
Star fund manager Terry Smith's emerging markets investment trust has lagged rivals, leaving the shares looking 'cheap'.
Henderson Opportunities Trust manager believes trust's shares will re-rate as investors hear how he is navigating post-Brexit market.
Global investment trust pips rival Alliance by adding emerging markets manager Rajiv Jain to its line-up before shareholder vote.
James Carthew assesses RM Secured Direct Lending, the latest closed-end income fund to focus on loans to credit-starved businesses.
Manager of P2P Global Investments blames maturing loan book for its poor performance last year. Will investors give it another chance?
Shares in BlackRock Income Strategies trust rally under new guise of Aberdeen Diversified Income and Growth on discount pledge.
Fund manager Stuart Widdowson's shock departure has left Strategic Equity Capital on a cheap discount. Is there a buying opportunity?
Ruffer Investment Company has further reduced equity exposure of its defensive global portfolio in response to the uncertainties facing markets.
The board and managers of Scottish American Investment Company warn that fiscal stimulus could unnecessarily stoke wage inflation.