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Citywire news

Investment company news brought to you by Citywire Financial Publishers Limited.

23 October 2019

Matthew Brett, manager of top-performing Japan trust, defends its largest holding in Softbank as the portfolio suffers rare period of underperformance.

23 October 2019

The financial pressures on flexible office provider after its failed market debut could spell trouble for capital's property sector and the stock market.

22 October 2019

Fund-of-fund managers excited by opportunities in small cap trusts trading at discounts which are themselves investing in stocks on low ratings.

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Martin Currie Global Portfolio Trust – US election 2020: analysing the outcomes

Zehrid Osmani, Portfolio Manager and Kim Catechis Head of investment strategy at Martin Currie, discuss the hot topic of the forthcoming US Presidential election. Infrastructure, Healthcare and Big Tech are just three areas of focus as well as the future relationship with China.

Alliance Trust - From the Manager’s Desk: Hear the latest updates on manager stock picks

Andrew Wellington, Co-Founder and CIO of Lyrical Asset Management, explains how the pandemic has indirectly created buying opportunities for Alliance Trust investors, his outlook for the year and more.

Alliance Trust - From the Manager’s Desk: An introduction to our investment strategy

In a short video Craig Baker, Global Chief Investment Officer at Willis Towers Watson,  takes you through the thinking behind Alliance Trust’s investment strategy and how this benefits investors.