This month we track down the listed investment funds which are still trading near their 52-week discount peaks and take a closer …
David Stevenson is an investment columnist for the Financial Times (the Adventurous Investor), Citywire and MoneyWeek. He’s also the author of the Adventurous Investor blog – www.adventurousinvestor.com – and is executive editor of ETF Stream – www.etfstream.com – and fintech news service AltFi – www.altfi.com.
I believe in keeping investing simple and I think that investment trusts are an ideal structure for private investors. Whatever your investment goal, be it long term capital growth, or income or even defensive strategies, there is likely to be an investment trust that will work for you over the long term. The key is picking the right trust or fund and the London market has a huge range. Having watched this sector – and invested in it – for over 20 years I think i have developed a fairly in depth understanding of which funds work, and why. My articles on investment trusts will hopefully help guide private investors in the right direction.
This month we track down the listed investment funds which are still trading near their 52-week discount peaks and take a closer …
In this month’s focus on funds, we take a quick look at asset class returns in 2023 courtesy of some wonderful heatmaps, …
2023 was the year of AI and we end the year with a deep dive into the handful of AI-specific exchange-traded funds …
Investment trusts have rallied in recent days as investors bet on falling interest rates in the coming 18 months, pushing many funds …
Given the surge in bond yields over the last few weeks, the monthly funds’ article focuses on the opportunities within the bond …
There’s something of an income theme to this month’s funds focus. First up is a specialist lending fund whose shares have fallen …
This months’ focus on funds explains why a peak in short-term government bond yields might presage a sudden turnaround in sentiment towards …
This month our funds expert focuses on ETFs and the listed hedge fund BH Macro. He looks at why you’d be better …
This month our funds expert outlines an alternative strategy for those investors looking for growth in global emerging markets – why focus …
This month we have three main ideas for fund investors. The first is a closer look at the UKs’ premier, tier 1 …
This month we have another gaggle of fund ideas, starting with a deep dive into gold index trackers – if you want …
In this months Funds Focus, David Stephenson looks at an Industrials play, Literacy Capital and whats going on at Scottish Mortgage and …
If you are brave enough to be a growth investor – a tough vocation in the current climate – then I think …
This month we have three fund ideas based for readers. Our main focus is on how to pick the right global equities …
This month another gaggle of four ideas for fund-oriented investors. I have included a short guide to buying US equity ETFs – …