The Fund Buyer: Losing Trust (04.05.2023)

It’s been a tricky time in the world of investment trusts in recent weeks, with governance and investment issues knocking sentiment in a sector that was flying high just two or three years ago. In this issue of the Fund Buyer, we take a look at some of the challenges facing the sector today.

This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.

Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/losing-trust/

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The Fund Buyer: Handling setbacks (21.03.2023)

The recent collapse of Silicon Valley Bank shocked markets. In today’s Fund Buyer, we discuss why bankruptcies can provide the ultimate opportunity to gain a greater insight into how your fund manager manages their portfolio.

This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.

Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/handling-setbacks/

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The Fund Buyer: Turning on a dime (08.03.2023)

Over the last decade the US has steadily increased as a proportion of global indices. In today’s Fund Buyer, we consider whether the tide may be turning as other parts of the world begin to look more attractive.

This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.

Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/turning-on-a-dime/

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The Fund Buyer: Active anticipation (13.02.2023)

In today’s Fund Buyer, we revisit the ‘active’, ‘passive’ discussion, and explore how the current environment looks potentially more promising for active investors. We also look at some of the anomalies in the passive universe, both in pricing and availability of options.

This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.

Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/active-anticipation/

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The Fund Buyer: The big three - Mark Lacey of Schroders (19.01.2023)

The energy transition has been one of the most discussed long-term themes in recent years, whilst there has also been much debate around the question of whether or not to invest in traditional energy companies. In today’s Big Three, we talk to Mark Lacey, Head of Commodities at Schroders, and manager of the firm’s Global Energy Transition Fund and Global Energy Fund. Mark speaks about the opportunities and risks in both parts of the universe as well as offering broader views on thematic investing.

This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.

Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/the-big-three-mark-lacey-of-schroders/

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The Fund Buyer: No one likes repeats (9.1.2023)

As we enter the second week of 2023, the Fund Buyer reflects back on the best and worst of 2022, a year where there were few positives and plenty of negatives for investors. We also look forward to what might be the key issues for 2023, and the enduring hope that we do not have a repeat of 2022.

This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.

Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/no-one-likes-repeats/

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