Emma Wallis

Berkhamstead

News Editor at FE Trustnet

News Editor at @FETrustnet; views my own

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Articles

Why the UK government should start a sovereign wealth fund

2 weeks ago | trustnet.com | Emma Wallis

The UK government should start a sovereign wealth fund to invest in UK equities as a flag waving exercise to stimulate confidence in the stock market, according to Hugh Sergeant, head of value and recovery at River Global Investors, who thinks this radical change could help provide a floor for small and mid-caps where the absence of buyers in the past six months has led to some stocks trading at a 50% discount to their intrinsic value.
Battle for wealth preservation: Personal Assets vs Capital Gearing

2 weeks ago | trustnet.com | Emma Wallis

During periods of market turbulence when investors want to run for the hills, capital preservation strategies come to the fore. Two of the best-known investment trusts that invest cautiously and prioritise downside protection are Personal Assets and Capital Gearing.
AVI Japan Opportunities mounts merger bid for Fidelity Japan

3 weeks ago | trustnet.com | Emma Wallis

Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.
How to ‘TILT’ your portfolio to weather the market’s current storms

3 weeks ago | trustnet.com | Emma Wallis

Donald Trump’s Liberation Day tariffs and his unconventional, unpredictable approach to policy-making is giving investors a headache. This year’s sell-off in US equities, especially the largest tech stocks, adds to the sense of foreboding. As Darius McDermott, managing director of Chelsea Financial Services, said: “Donald Trump’s Liberation Day has markets on a knife-edge.
Vanguard’s ISA tip for nervous investors

3 weeks ago | trustnet.com | Emma Wallis

The deadline for investing your £20,000 ISA allowance is on Saturday 5 April but with Donald Trump poised to unveil his ‘Liberation Day’ tariffs this afternoon, investors may be understandably reluctant to put new money into the stock market this week, given there is so much uncertainty over how markets will react. Another factor making some investors nervous is the sell-off in US and global equities.
Magnificent Seven bear market: Time to ditch your tech funds?

3 weeks ago | trustnet.com | Emma Wallis

The Magnificent Seven as a group have lost more than 20% since Christmas eve, meaning they have technically entered bear market territory, judging by UBS’s market-cap weighted Mag7 index. Other measures paint a similar, although slightly less dire, picture. The equally-weighted Indxx Magnificent Seven index is down 15.7% since Christmas eve in dollar terms, as the chart below shows, although in sterling terms it has lost 18.2%.
Troy’s three stocks to buy on share price weakness

3 weeks ago | trustnet.com | Emma Wallis

The Trojan Ethical Income fund has invested in three high-quality businesses whose valuations have come down a long way. Most stocks globally are still expensive in spite of recent market volatility but a few companies have de-rated considerably over the past year, providing fund managers and investors with a buying opportunity.
Battle of the higher octane flexible trusts: RIT Capital vs Caledonia

4 weeks ago | trustnet.com | Emma Wallis

RIT Capital Partners and Caledonia Investments have much in common. They are both at the higher risk, higher reward end of the IT Flexible Investment sector. They invest across private and listed assets and use external managers alongside in-house investments. They both benefit from scale; RIT Capital has a market value of £2.7bn and total assets of £4.3bn, while Caledonia has a market value of £2bn and net assets worth £3bn.
Zennor: Japanese companies ‘can’t be flabby and unfit any longer’

1 month ago | trustnet.com | Emma Wallis

The Japanese equity market has seen dramatic swings in style-based performance in recent years, with times when growth stocks have become far too expensive and value stocks have been too cheap. This is because growth is rare in Japan so investors pay too much for it, said David Mitchinson, chief investment officer of Zennor Asset Management. And until the recent corporate governance revolution, the market lacked a mechanism for “keeping cheap stocks in line”.
Should you buy, hold or fold Greencoat UK Wind?

1 month ago | trustnet.com | Emma Wallis

Greencoat UK Wind is the largest renewable infrastructure trust, with a market value of £2.6bn, and the best-performing by a wide margin over five and 10 years. Yet along with its sector, it has suffered significant losses over the past three years. Investor aversion has left discounts wide across the board, triggering a raft of discontinuation votes. Greencoat UK Wind is on an approximately 26% discount and faces its second annual discontinuation vote next month.