Ruffer investment trust faces a rough patch
Ruffer investment trust faces a rough patch
Ruffer, the defensive investment trust, has an impressive overall record, but may struggle for now.
7 Jul 2020
A first-half home run for investment trusts
A first-half home run for investment trusts
The investment trust sector has seen some extraordinary performance in the first half of this year. Max King looks at what's behind it, and asks: is i…
7 Jul 2020
JZ Capital Partners and a disastrous shift of strategy
JZ Capital Partners and a disastrous shift of strategy
The grim tale of JZ Capital Partners, the UK’s worst-performing investment trust, presents a cautionary tale for all investors, writes David Stevenson…
6 Jul 2020
Investment trusts that should profit from private equity
Investment trusts that should profit from private equity
Private equity has recovered steadily from its spring slump, but still offers value. Max King casts his eye over five investment trusts specialising i…
30 Jun 2020
Nick Greenwood: the benefits of investment trusts, and some of my favourites
Nick Greenwood: the benefits of investment trusts, and some of my favourites
Merryn talks to Nick Greenwood of Premier Miton Investors, who runs a couple of funds that invest in investment trusts. Nick talks about the advantage…
25 Jun 2020
Asian income stocks: where to find the continent's top money machines
Asian income stocks: where to find the continent's top money machines
International dividends shouldn’t only mean companies in the US or Europe – the Far East has plenty of big payouts to offer. Cris Sholto Heaton looks …
22 Jun 2020
Why it can pay to keep your investments in the family
Why it can pay to keep your investments in the family
Family-run businesses make up a huge percentage of the UK’s private companies. Buy into a listed family firm, and you’re likely to net a healthy retur…
22 Jun 2020
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How to construct an all-weather ETF portfolio
How to construct an all-weather ETF portfolio
The outlook for markets is highly uncertain.
This set of investments balances growth with protection in a crisis, says Cris Sholto Heaton
19 Jun 2020
How to use investment trusts to invest in specific countries and themes
How to use investment trusts to invest in specific countries and themes
Using specialist investment trusts can extend your horizons to the parts of the investment world that general funds do not reach.
16 Jun 2020
Syncona: a biotech trust that's going for a song
Syncona: a biotech trust that's going for a song
Syncona is an investment trust that invests in promising, privately-held biotechnology companies. It looks too cheap.
15 Jun 2020
Investing in the UK: the good, the bad and the ugly
Investing in the UK: the good, the bad and the ugly
The FTSE 100 has been in decline for a long time, while small and mid-cap stocks have outperformed, says Max King. Will the blue-chips bounce back?
9 Jun 2020
Could an ill wind hit renewable energy funds?
Could an ill wind hit renewable energy funds?
Infrastructure is a good investment – but watch out for hidden risks, particularly in renewable energy.
9 Jun 2020
Precious metals will keep shining – buy these funds to take advantage
Precious metals will keep shining – buy these funds to take advantage
Data on volatility suggests that a V-shaped recovery may not happen, so hold gold or silver.
1 Jun 2020
How income from options could prove illusory
How income from options could prove illusory
Funds that use call options to supplement dividends can offer higher yields, but this usually comes at the cost of lower long-term returns.
1 Jun 2020
Compound interest: the eighth wonder of the world
Compound interest: the eighth wonder of the world
Setting up a pharmaceuticals trust in the mid-1990s taught Max King the power of compounding
26 May 2020
In support of active fund management
In support of active fund management
We’re fans of passive investing here at MoneyWeek. But active fund management has its place too, says Merryn Somerset Webb.
25 May 2020
Cheap bets for the next decade
Cheap bets for the next decade
We can’t be sure what the future holds, but low valuations suggest these assets may do better than most
25 May 2020
An investment trust to tap into the US market's galloping growth
An investment trust to tap into the US market's galloping growth
This America-focused investment trust from Baillie Gifford allows investors to profit from rapid technological change, says Max King.
18 May 2020
Income investors should look beyond Britain to beat the cash squeeze
Income investors should look beyond Britain to beat the cash squeeze
Dividend cuts by FTSE 100 companies won’t be repaired quickly – many firms were already living beyond their means. Investors should diversify abroad f…
14 May 2020
Alternative assets are now mainstream – but should you buy in?
Alternative assets are now mainstream – but should you buy in?
Alternative assets such as infrastructure, debt and private equity, traditionally help diversify a portfolio away from listed equities. Max King takes…
12 May 2020
Caught with the wrong portfolio? You're in good company
Caught with the wrong portfolio? You're in good company
Many investors – including the great Warren Buffett, got caught with their trousers down by the Great Virus Crisis. But not everyone, says Merryn Some…
11 May 2020
Investment trusts to consider for investors seeking yield
Investment trusts to consider for investors seeking yield
With dividends being slashed in all major markets, equity-income investors have to consider alternatives. Here are the best options.
10 May 2020