How Alliance Trust has outperformed since going ‘multi-manager’
Alliance Trust’s blend of external fund managers has enabled it to beat its global benchmark over the past six years, says Craig Baker of Willis Towers Watson.
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Seraphim launches share buybacks to bring discount closer to Earth
A share repurchase programme achieves lift-off at space technology investor Seraphim Space as it attempts to stop its discount from soaring.
Affiliate shareholders demand ThomasLloyd Energy continuation vote
Shareholders affiliated with the trust’s manager requisition the board for a general meeting to vote on resolutions that were not heard at June's AGM.
Chrysalis: People want to understand our valuations are ‘real’
WATCH: Jupiter’s Richard Watts pushes back on Starling criticism, discusses why he is ‘very confident’ on Klarna, and explains how Chrysalis’ gaping 47% discount could close.
Infrastructure trusts’ ‘compelling value’ could spark M&A flurry
Infrastructure trusts are trading on double-digit discounts despite their inflation-linked charms, which could spark interest from private buyers.
Alliance Trust: The nine fund managers we use to beat markets
Craig Baker of Willis Towers Watson tells Gavin Lumsden about the panel of external fund managers his team have chosen for Alliance Trust.
JP Morgan real assets defies property downturn with debt addition
The addition of property debt to the JP Morgan Global Core Real Assets portfolio helped take the edge off the downturn in real estate last year.
Record student reservations help Unite sleep easy
Student accommodation developer Unite has reported valuation growth across its portfolio and unprecedented levels of reservations.
VinaCapital confident the Vietnam recovery will continue
Andy Ho of the £687m Vietnam Opportunities trust explains why he is upbeat about the country’s markets, but acknowledges that there are still some looming problems.
Analysts predict the end of Foreign Office-backed ThomasLloyd Energy
The suspended trust’s board warned of significant writedowns to its December valuation and gave no update on the publication of annual results.
Alliance Trust: Proof that high conviction stock pickers do best
Craig Baker explains why the multi-manager trust asks its fund managers for their 20 best stock ideas.
David Stevenson: Why the global emerging markets equity class is dead
Forget exposure to GEMs. Vietnam is the real diamond in emerging markets.
