US politicians on the left and right are keen to develop solar power, says John Martin, manager of the recently-launched US Solar Fund, which has committed two thirds of the money it raised at its flotation in April.
Activist hedge fund manager Bill Ackman could be on receiving end of his own shareholder battle after Asset Value Investors, an investor in his Pershing Square Holdings, attacked its plans to issue long-term debt.
Nick Train intervenes in debate over valuation of Lindsell Train (LTI), stating his and partner Michael Lindsell’s view that the investment trust’s stake in their fund management business is not undervalued.
Brunner's Lucy Macdonald praised St James's Place for its analysis into embattled manager Neil Woodford but asked why others did not do the same deep dive into his track record.
Future of Highbridge Multi Strategy, a London-listed hedge fund backed by JP Morgan, in doubt as fund manager offers to return investors their money after announcing plans to focus on credit markets.
Ground Rents Income Fund continues to assess its investment policies following government’s review of leaseholds and its change in fund manager from Brooks Macdonald to Schroders.
Losses from reinsurance investments have depressed shares in Aberdeen Diversified Income & Growth and made it a less defensive holding than investors would have hoped, although the multi-asset portfolio continues to generate good dividends.