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BIPS - Riding High on Yield
Rhys Davies, Portfolio Manager of Invesco Bond Income Plus, shares his insight on how BIPS is navigating the current bond environment in search of opportunities, highlighting the repricing of bond yields in 2022. This repricing has resulted in some high-yield bonds offering returns between 7% and 10% - significantly higher than what we've seen in recent years.
Переглядів: 49

Відео

AUSC - Enjoying a Slice of Raspberry PI
Переглядів 19День тому
abrdn UK Smaller Companies Growth Trust Co-Manager, Abby Glennie, provides an update on the fund's performance. The fund continues to outperform its benchmark, driven by a more favourable market environment. Glennie emphasises that a strong focus on company fundamentals remains a key performance driver.
Shires Income Trust - Construction Providing Strong Foundations
Переглядів 29День тому
Iain Pyle, Fund Manager of Shires Income Trust joins us for an update on the fund's recent performance that includes an indepth looking at some of the fund's holdings, why they exited much loved high street bakery chain Greggs and what a Labour Government might mean for the UK Equity landscape.
Asia Focus - India Continues to Drive Growth
Переглядів 1714 днів тому
Gabriel Sacks, Portfolio Manager of the abrdn Asia Focus Investment Trust joined us for an update on the fund. The Fund saw a rise of 7.7% in absolute terms in Q2. bringing the NAV above 10% for the first half of the year, but what drove that growth?
Alliance Trust Update
Переглядів 6121 день тому
We recently had the pleasure of being joined by Craig Baker, Global CIO of Willis Towers Watson and Chair of the Investment Committee of Alliance Trust. The merger of Alliance Trust and Witan Investment Trust to form Alliance Witan sees the creation of a £5 billion Investment Trust, large enough for FTSE 100 inclusion. Baker provides the details on what brought the two Trusts together.
JGC - Swimming in Opportunity
Переглядів 12Місяць тому
Jon Wallace, Investment Manager, Jupiter Green Investment Trust, explains how the Trust is focused on providing access to companies globally that are dedicated to offering solutions for critical environmental challenges. Wallace highlights water as an area in which the management team is finding many resilient investment opportunities.
JGGI: An all-weather approach
Переглядів 118Місяць тому
Emma Bird, Head of Investment Trust Research at Winterflood Securities, presents a an introduction to their new Fund Insight report series, the first of which covers JPMorgan Global Growth & Income. For more information, please visit www.winterflood.com/fundinsight
BlackRock Energy and Resources Income Trust: A Trust for the 2020s and Beyond
Переглядів 71Місяць тому
BlackRock Energy and Resources Income Trust (BERI) has so far enjoyed a more positive start to the year after a difficult 2023. Investment Trust Analyst, Sarah Godfrey, provides a detailed overview of the trust.
Japan Update: Dalton Investments
Переглядів 44Місяць тому
James B. Rosenwald III, Chief Investment Officer of Dalton Investments, discusses some of the key challenges and opportunities surrounding investing in Japan. In this brief overview Rosenwald discusses a host of issues through a question and answer format covering everything from corporate reforms, internal investment flows and even how the firm engages with companies. Rosenwald believes recent...
AI: Is It an Opportunity or a Threat to Investors?
Переглядів 32Місяць тому
Will AI eventually come to replace all active investment managers? Teun Draaisma, Head of Investment Strategy at Ruffer, thinks it may be a possibility, but isn't planning on a change in career any time soon. Draaisma acknowledges that AI has proven its effectiveness in shorter-term investing but makes the argument for man over machine when it comes to longer-term investments. How might investo...
Manager Insights: Preparing for a General Election
Переглядів 10Місяць тому
We sat down with Iain Pyle, Fund Manager, Shires Income Trust, to talk general elections. How do fund managers approach General Elections and how much of an impact can regime change have on a portfolio?
India Capital Growth Fund: June 2024 Update
Переглядів 21Місяць тому
In this special update, Elisabeth Scott, Chairman of the India Capital Growth Fund (IGC), interviews Fund Manager Gaurav Narain. Scott and Narain cover the recent Indian election, provide an overview of IGC's portfolio and performance, and an outlook on investing in India.
The Resilient Investor: STS Global Income and Growth Trust plc
Переглядів 76Місяць тому
David Stevenson welcomed James Harries, Fund Manager of STS Global Income & Growth Trust plc in the latest episode of the Resilient Investor. The pair touch on several topics in a broad ranging discussion including: • Dividends, and why income is so important for investors with ‘irreplaceable capital’ • Navigating value traps • Why the landscape for luxury brands may be changing due to increasi...
The Resilient Investor: ICG Enterprise Trust
Переглядів 1102 місяці тому
Colm Walsh, Portfolio Manager at ICG Enterprise Trust, and David Stevenson discuss all things private equity in the latest episode of The Resilient Investor. ICG Enterprise Trust is the only UK-listed private equity investor focusing exclusively on buyouts in developed markets, where the team believe opportunities offer the best risk / reward profile for shareholders over the medium to long term.
abrdn New India Investment Trust: Indian Elections 2024
Переглядів 162 місяці тому
In the second part of our two-parter with James Thom, Lead Portfolio Manager of abrdn New India Investment Trust, Thom takes a deeper look at the surprising election results and what that means for the Investment Trust's strategy.
abrdn UK Smaller Companies Growth Trust: May Update 2024
Переглядів 1082 місяці тому
abrdn UK Smaller Companies Growth Trust: May Update 2024
abrdn New India Investment Trust: June Update 2024
Переглядів 222 місяці тому
abrdn New India Investment Trust: June Update 2024
Patria Private Equity Trust: May 2024 Update
Переглядів 2972 місяці тому
Patria Private Equity Trust: May 2024 Update
Murray Income Trust: May 2024 Update
Переглядів 802 місяці тому
Murray Income Trust: May 2024 Update
abrdn UK Smaller Companies Growth Trust Elevator Pitch
Переглядів 473 місяці тому
abrdn UK Smaller Companies Growth Trust Elevator Pitch
Shires Income Trust - May 2024 Update
Переглядів 613 місяці тому
Shires Income Trust - May 2024 Update
abrdn Equity Income Trust - May 2024 Update
Переглядів 603 місяці тому
abrdn Equity Income Trust - May 2024 Update
Dunedin Income Growth Investment Trust - May Update 2024
Переглядів 573 місяці тому
Dunedin Income Growth Investment Trust - May Update 2024
Polar Capital Technology Trust: April 2024 Update
Переглядів 1093 місяці тому
Polar Capital Technology Trust: April 2024 Update
abrdn Asia Focus Elevator
Переглядів 213 місяці тому
abrdn Asia Focus Elevator
Shires Income Trust: Elevator Pitch
Переглядів 323 місяці тому
Shires Income Trust: Elevator Pitch
abrdn Equity Income: Elevator Pitch
Переглядів 373 місяці тому
abrdn Equity Income: Elevator Pitch
The Resilient Investor: Oakley Capital
Переглядів 983 місяці тому
The Resilient Investor: Oakley Capital
Temple Bar Investment Trust - April 2024 update
Переглядів 813 місяці тому
Temple Bar Investment Trust - April 2024 update
Alliance Trust - April 2024 Performance Update
Переглядів 513 місяці тому
Alliance Trust - April 2024 Performance Update

КОМЕНТАРІ

  • @daviddawson9099
    @daviddawson9099 2 місяці тому

    Good to have regular updates

  • @daviddawson9099
    @daviddawson9099 3 місяці тому

    I think a good rise in the dividend will boost the share price

  • @staceygrove5976
    @staceygrove5976 3 місяці тому

    The increase in the dividend is most welcome, especially in view of the lack of capital growth in the share price in recent years. I do wish that this investment trust would reduce its holding in Taiwan Semiconductor though, for obvious reasons. 11% is ridiculous, should be no more than half of that in my opinion.

  • @jakewalker3318
    @jakewalker3318 3 місяці тому

    Excellent David and your guest was a good listen.

  • @daviddawson9099
    @daviddawson9099 4 місяці тому

    I have a reasonable holding and see them as a forever holding

  • @aknevv
    @aknevv 5 місяців тому

    Very interesting, thank you ❤

  • @aknevv
    @aknevv 5 місяців тому

    A terrific business model. I’m in (currently). Thank you. ❤

  • @aknevv
    @aknevv 6 місяців тому

    Very interesting. Thank you

  • @leesmith9299
    @leesmith9299 6 місяців тому

    4:51 those don't look like cumulative numbers. 11.7% over 10 years is probably annualised i'm thinking.

  • @leesmith9299
    @leesmith9299 6 місяців тому

    nivo!

  • @barryjones5194
    @barryjones5194 6 місяців тому

    This guy and his team certainly know how to run an investment trust

  • @aknevv
    @aknevv 6 місяців тому

    The politicians who left us lugging the lead anchor of Brexit are the ones to blame for the IT collapse. Far from becoming the global buccaneer that the far-right blunderers promised, the UK has become more of a financial backwater than ever before. And you only need to look at the large companies who have already, or are planning to, delist from LSE to see that the tide, far from turning, is still coming in. A debacle in every sense.

  • @JohnyPentlow
    @JohnyPentlow 7 місяців тому

    Thank you - interesting commentary. J

  • @aknevv
    @aknevv 8 місяців тому

    Yay 💕

  • @aknevv
    @aknevv 8 місяців тому

    Thank you ❤

  • @leesmith9299
    @leesmith9299 8 місяців тому

    mint

  • @CalCap
    @CalCap 8 місяців тому

    I get the impression that James is a genuinely lovely man.

  • @aknevv
    @aknevv 9 місяців тому

    Very interesting. Thank you ❤

  • @make725daily1
    @make725daily1 11 місяців тому

    Your video is an everlasting wellspring of motivation! _ "Every setback carries a precious lesson."

  • @make725daily1
    @make725daily1 11 місяців тому

    What an exceptional video presentation! _ "Success unfolds as an enduring and evolving adventure."

  • @aknevv
    @aknevv 11 місяців тому

    Very informative, thank you ❤

  • @aknevv
    @aknevv 11 місяців тому

  • @aknevv
    @aknevv 11 місяців тому

    Very interesting, thank you ❤

  • @aknevv
    @aknevv 11 місяців тому

    Very useful, thank you. Looking forward to the next bull market - let’s hope it ain’t too far away!

  • @aknevv
    @aknevv 11 місяців тому

    Yet the trust has fallen 10% this year, and I for one would have liked to hear a) why, and b) what is being done about it!

    • @mariogotze6588
      @mariogotze6588 14 днів тому

      They axed a few investment professionals this year for your second point

  • @emerywebb9656
    @emerywebb9656 Рік тому

    'promosm'

  • @staceygrove5976
    @staceygrove5976 Рік тому

    Depressing. I've lost several thousand pounds in capital value investing in this trust and others run by Aberdeen. I wish their managers could just do a proper job and not try continually to cover their tracks by waffling on about ESG, which is destroying the investment scene in the UK. This woman looks as if she's reading stuff from a prompt screen here. They need to review their10% holding in Astrazeneca, which could potentially cause significant damage to the portfolio. I need a drink.....

  • @vincentjacobsson3981
    @vincentjacobsson3981 Рік тому

    I think that the governor of the central bank and the bank’s relationship with the king may be about a class society with the lending of the king's money in exchange e.g. bank interest and that this should be investigated by a new state.

  • @staceygrove5976
    @staceygrove5976 Рік тому

    Well thank goodness at least that this report isn't stuffed with the usual ESG guff that we get with certain other abrdn trusts. Shouldn't Amanda have mentioned the current speculation about the future of this trust however (cash exit or merger)?

  • @staceygrove5976
    @staceygrove5976 Рік тому

    Fact: this trust's share price hasn't increased over the last ten years. The managers need to start doing a proper job and stop trying to cover their tracks by waffling on endlessly about ESG. Here's one shareholder who isn't being fooled.

  • @katherinemelendez1818
    @katherinemelendez1818 Рік тому

    Great content, The smartest thing that should be on everyone's mind right now should be to invest in different streams of income that are not dependent on the government. Especially with the current economy crisis happening around the world. This is still a good time to invest in gold, silver and digital currencies (BTC, ETH)....

    • @VictoriaLopez-zx5ft
      @VictoriaLopez-zx5ft Рік тому

      Brian Armstrong turned my €4,000 into €15,450 in 15 days with his trading strategy. I will never joke with him, he is the best.

  • @JohnyPentlow
    @JohnyPentlow Рік тому

    Thanks Thomas, very good and clear presentation.

  • @mjwmontgomery
    @mjwmontgomery Рік тому

    Given the good track record, why is the share price down so much?