Investment company news brought to you by Citywire Financial Publishers Limited and Quoted Data by Marten & Co.

QuotedData’s morning briefing 16 January 2024 – CORD, WKOF

In QuotedData’s morning briefing 16 January 2024. Cordiant Digital Infrastructure Limited (CORD) announced that Belgian foreign direct investment appr...

Panmure and Liberum merge to forge leading London fund adviser

Panmure Gordon, the broker backed by former Barclays chief executive Bob Diamond, has announced an all-share merger with rival Liberum to create the UK’s largest independent investment bank.

Edinburgh appoints new deputy as de Uphaugh prepares to retire

Liontrust analyst Emma Barnard will work with lead fund manager Imran Sattar £1.3bn UK equity income trust when James de Uphaugh retires next month.

Bearish Ruffer: Portfolio is properly balanced after ‘disappointing’ 2023

Ruffer Investment Company continues to see ‘significant risk’ in the stock markets but it is repositioning to ensure the defensive portfolio delivers if markets rally.

Templeton EM ready to deploy gearing as Saba positions for tender

The trust’s managers are confident their sector will perform this year as they face pressure to beat the benchmark over five years to prevent a 25% tender offer.

Gravis bolsters private credit push with Abrdn veteran

The UK-based infrastructure boutique creates a new position for Albane Poulin as part of push to develop new strategies and to help look after its London-listed funds.

Peel Hunt's picks for growth: Pile into UK and a bit of Bankers

Peel Hunt has rejigged its growth funds' playbook after a difficult 2023, selecting 14 trusts likely to see their share prices recover as the economic backdrop improves.

Peel Hunt’s picks for growth: Pile into UK and a bit of Bankers

Peel Hunt has rejigged its growth funds’ playbook after a difficult 2023, selecting 14 trusts likely to see their share prices recover as the economic backdrop improves.

James Carthew: Tech trusts transform their returns with big AI bets

Manchester & London and Polar Capital Technology were among 2023’s top performers thanks to their conviction in the power of artificial intelligence.

Laura Foll: When is a corporate cash raise an opportunity?

More companies are raising money from shareholders to tide them over the downturn, says Janus Henderson fund manager Laura Foll. Here’s what investors should look out for.

QuotedData’s morning briefing 15 January 2024 – RMII

In QuotedData’s morning briefing 15 January 2024: RM Infrastructure Income (RMII) has announced that it was successful in a legal claim against the fo...

Liberum tips Chrysalis and Octopus Renewables for turnaround

Chrysalis and Octopus Renewables are added to stock broker Liberum’s top stock picks for the coming year, the only investment companies on the 13-strong list.