A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned… Read more
Global (thoughts from Lindsell Train, Personal Assets Trust, Seneca Global
Income & Growth, Hansa Trust, Establishment Investment Trust, Monks
Investment Trust, BMO Global Smaller Companies, Henderson Alternative
Strategies, Securities Trust of Scotland, Aberdeen Diversified Income and
Growth, Scottish Investment Trust, Jupiter Emerging & Frontier Income)
United Kingdom (thoughts from Edinburgh Investment Trust, Value and
Income Trust, Baillie Gifford UK Growth Fund, Montanaro UK Smaller
Companies, Henderson Opportunities Trust, Lowland Investment company,
BlackRock Income and Growth Investment, Schroder UK Mid Cap Fund)
North America (thoughts from Gabelli Value Plus Trust, Blackrock North American Income Trust)
Europe (thoughts from JPMorgan European Smaller Companies, JPMorgan
European Investment Trust, Montanaro European Smaller)Global emerging markets (thoughts from Templeton Emerging Markets,
Utilico Emerging Markets Trust, Aberdeen Emerging Markets)
Asia Pacific (thoughts from Martin Currie Asia Unconstrained Trust,
Schroder AsiaPacific Fund, Aberdeen New Dawn)
Japan (thoughts from JPMorgan Japanese Smaller Companies, CC Japan
Income and Growth Trust)
China (thoughts from Fidelity China Special Situations)
India (thoughts from Aberdeen New India Investment Trust, JPMorgan Indian Investment Trust)
Russia (thoughts from JPMorgan Russian Securities)
Biotech and healthcare (thoughts from Worldwide Healthcare Trust, Syncona)
Private Equity (thoughts from Reconstruction Capital II, Standard Life Private Equity)
Debt (thoughts from Invesco Enhanced Income, Alcentra European Floating Rate Income Fund, Chenavari Toro Income Fund)
Property – UK (thoughts from Civitas Social Housing, Ground Rents Income Fund, )
Property – Europe (thoughts from Schroder European Real Estate)
Property – debt (thoughts from Real Estate Credit Investments)
Technology and media (thoughts from Augmentum Fintech)
Renewables (thoughts from Gore Street Energy Storage, John Laing Environmental Assets, NextEnergy Solar Fund, SDCL Energy Efficiency Income)
Commodities and natural resources (thoughts from Geiger Counter)
Royalties (thoughts from Hipgnosis Songs)
