The situation in Iran remains volatile. The two-week ceasefire, intended to create breathing room for diplomacy, is already under strain. Many details of the agreement remain unclear or even disputed. Raphael Olszyna-Marzys of J. Safra Sarasin weighs in.
https://t.co/idWeggTUf4
Charlotte Lamb, CFA deputy portfolio manager of the Evenlode Income fund, says there is no ‘right’ way to invest and is always conscious of psychological biases
📰 Read the full article in our latest magazine issue:
https://t.co/4jJKyOCUp5
This week on the pod it's Joe Bauernfreund. Buying quality companies at deep discounts—and then forcing a rerating. Japan: how much more? Korea: how much more? Why AVI tilts from the US (spoiler.. value), how private-equity trusts can come good and MORE.
https://t.co/Oe8Xx7sVZk
Must read article on activism in the investment trust industry from MIGO's Charlotte Cuthbertson. "Every investment trust must continually justify its existence, with thoughtful activism driving relevance, resilience and long-term value. The dynamic of well-considered, ongoing engagement from specialist investors and boards who listen carefully to those views, underpins the dynamic of good governance, unlocking value for all shareholders." @AICPRESS
Portfolio Adviser asks EM experts how the region is implicated as the dollar’s safe-haven status is rocked and uncertainty reign.
Read more: https://t.co/bNX5sSrsri
#EmergingMarkets#Investors#Financials
Congratulations to Nick Greenwood - a champion for investment trusts and an all-round nice guy. Good to see he still involved at @TrustAVI. Good succession planning sees Charlotte Cuthbertson continue to manage the trust with the welcome addition of Tom Treanor. @AICPRESS
Revealed: Spinners, a fledgling chain of leisure venues offering darts, crazy golf and shuffleboard, has raised £4m from investor Gresham House Ventures to fund its expansion as it seeks to tap into growing consumer demand for 'competitive socialising'. https://t.co/jvTI6DlNUh
It’s been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and a clear message to global investors says Darius McDermott (pictured), managing director at FundCalibre (@FundCalibre) #SmallCap
https://t.co/9U2ICdJUQZ
Great to see @RichardByworth from @SyzCapital on @CNBC discussing all things #BTC ahead of the launch of the @SyzCapital BTC Alpha Fund - a new milestone in #BTC denominated funds of funds https://t.co/unIMstVyXx
International Biotechnology Trust (IBT) +1.5% to 694.3p after Johnson & Johnson buys its top 7.2% holding Intra-Cellular Therapies at a 40% premium of $132 a share. ITCI is the 27th M&A deal Schroders’ Ailsa Craig & Marek Poszepczynski have seen since 2021 https://t.co/Kp3Z49Qj7q
AJ Bell Investment Trust podcast
Using trusts to access private equity investment techniques: interviews w/ Oakley Capital and Strategic Equity Capital
Deep dive on Monks I/Trust
I talk to @WinterfloodInvT's Emma Bird on income, revenue reserves & more
https://t.co/nqJktrWQOp
📉Investors still underexposed to alts, fund buyer study finds
.@pgim research into European and Asian market trends indicate surge in demand yet to be properly realised.
➡️https://t.co/dWMR1YoaTz
✏️@SloleyChris
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas, investment director at Antipodes Partners says other companies are stealing its thunder
#ArtificialIntelligence#TechInvesting#SemiconductorIndustry
https://t.co/8wtl3cbw3L
Sarasin & Partners LLP (@sarasinpartners), the global thematic investment manager which invests £19.2 billion on behalf of charities, private clients, intermediaries and institutions, has appointed Christopher Cade as Partner. https://t.co/kDpadyszOt