Manchester and London slashes Nvidia as the $5trn AI chip giant struggles to roll out its “Vera Rubin” platform
Manchester & London (MNL), the £360m global technology trust, has almost halved its position in Nvidia, citing problems with the AI chip maker’s rollo...
Herald agrees to 66% tender offer to get Saba off its back
Herald (HRI) has reached an agreement with Saba Capital to ensure the £1.4bn global technology trust’s survival. The activist hedge fund with a 30.7% ...
Morning briefing: HgCapital says “Saasmageddon” knocked just 5.4% from its strong portfolio; ICG Enterprise squeezes 17% return from 0.5% gain; Bluefield Solar borrows £120m
HgCapital Trust (HGT), the £1.7bn private equity fund, says the “indiscriminate” sell-off of software stocks on fears of disruption by artificial inte...
Emerging market revival propels Fidelity's Price and Tennant to top rating
Nick Price and Chris Tennant are enjoying their first ever AAA rating, while Temple Bar bounced back up to the top spot.
3i Group races higher as FTSE All Share rallies on report that US and Iran close to a deal
3i Group (III), one of the big investment company fallers of the year so far, rallied more than 5% on Wednesday as the UK stock market bounced higher ...
Oil shock a ‘double-edged sword’ for renewables
While higher power prices should boost returns for green energy trusts, recent government intervention make matters more complicated.
REIT Review: Real estate rebounds after March sell-off with London offices leading gains
Real estate stocks rebounded 3.5% on average in April following a rout in March caused by the conflict in the Middle East. London office developers do...
Morning briefing: Will Morgan joins Foresight Solar; Brett Miller resigns from Achilles; Target Healthcare sells home in arrears; Geiger sets next subscription price; ASLI agrees penultimate disposal
Foresight Solar (FSFL) has a new fund manager, Will Morgan, to replace Ross Driver who left Foresight Group in December. Morgan joins as managing dire...
Trust results round-up: Scottish Oriental, North American Smaller, NBPE, RM Infra, Artemis UK
We summarise the results from five investment companies, from UK mid and small-caps, private equity, and debt.
Chrysalis confirms transition to self-managed model
The trust's NAV fell 17% in the first quarter of 2026, dragged down almost entirely by Starling and Klarna.
Trust Spot: “Exciting” April sees tech trusts rally but, asks Andrew McHattie, has “fantastic” AI optimism gone too far?
Technology and emerging markets trusts bounced back strongly in April after the previous month’s setback caused by the conflict in the Middle East, bu...
Morning briefing: March sell-off knocks 17% off Chrysalis; Patria halves its stake in 3i’s Action; Zeno’s nuclear battery beats expectations, says Seraphim
Chrysalis Investments’ (CHRY) three-year wind down got off to a tough start in March with the market turmoil caused by the US-led war on Iran leading ...
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