Uncertainty over the government's levy on oil and gas companies provided a buying opportunity for our columnist in one leading renewables fund, but left him wondering where the government is going in its clean energy policy.
A flood of private equity cash helps TR Property to eleventh consecutive year of outperformance with a 21.4% total investment return in year to 31 March, but the shares slip to an 'unwarranted' 11% discount.
After a record rebound from the pandemic, the last 12 months have been difficult for Fidelity China Special Situations but fund manager Dale Nicholls is confident the easing of lockdowns will enable small and mid-cap portfolio to thrive.
Proton beam cancer treatment provider, once one of fund manager Neil Woodford’s bright hopes, falls into administration, knocking a hole in Schroder UK Public Private whose managers criticise the group's 'flawed' strategy.
‘We believe the unprecedented sell-off in emerging biotech has driven valuations to 20-year lows, giving a compelling valuation argument to our bullish stance on the sector,’ says fund manager Geoff Hsu.
A valuation tool developed by star fund manager Terry Smith shows UK ‘micro-cap’ stocks trading at their biggest discount to fair value in 20 years, according to Stuart Widdowson of Odyssean investment trust.
The managers of International Public Partnerships, Impact Healthcare REIT and HICL Infrastructure spoke to Annabel Brodie-Smith, Communications Director at the AIC about the types of assets they are investing in and how they go about it.
Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, spoke to the managers of International Public Partnerships, Impact Healthcare REIT and HICL Infrastructure about their outlook for their asset classes and where they are seeing the greatest risks and opportunities.