Finding uncorrelated alpha in special situations
Special situations – recovery opportunities that are undergoing restructuring or management change or those that are less well covered or understood – are not a…
Special situations – recovery opportunities that are undergoing restructuring or management change or those that are less well covered or understood – are not a…
Investors who fall prey to the “noise” and increasing short-termism that pervades investment markets run the risk of missing out on long-term share price performance.“If…
A secret family jam recipe gave Scottish entrepreneur Fraser Doherty the sweet taste of success when he became the youngest ever supplier of a major…
An inverted yield curve is usually indicative of a looming recession, but Callum Abbot, manager of the JPMorgan Claverhouse Investment Trust, sought to reassure wealth…
Investors have every reason to be optimistic about the UK stock market following its heavy de-rating in the wake of the EU referendum. That was…
Sam Vecht, manager of the BlackRock Frontiers Investment Trust, could be forgiven for feeling like a “professional tourist”. He has spent the last 18 years…
European equities can seem like relics compared to fledgling tech companies trading at lofty valuations, but Janus Henderson’s John Bennett prefers dinosaurs to unicorns.“I’m not…
Only a few companies will drive long-term shareholder returns – it is the job of active fund managers is to find them.Addressing delegates at a…
What are some of the biggest impediments stopping investors from choosing investment trusts? How do closed-ended vehicles perform against open-ended ones? And why do so…