Patrick Sanders

4 days ago | trustnet.com | Patrick Sanders

Donald Trump’s indecision on everything from tariffs to whether he is going to fire Federeal Reserve chair Jerome Powell is giving investors whiplash, causing volatility and uncertainty. Some investors have responded by pulling back and favouring more cautious assets such as gold or bonds. But this is not the case for everyone.

5 days ago | trustnet.com | Patrick Sanders

Some investments look identical but are anything but. Take funds and investment trusts run by the same manager and following the same investment strategy. Even though they look the same, performance can differ wildly. So why is this? Both funds and trusts present opportunities and challenges for managers, with those that run both highlighting three key distinctions that investors need to be aware of, namely liquidity, boards and shareholder communication.

6 days ago | trustnet.com | Patrick Sanders

Gold has exploded in value in recent years. On 15 April, the precious metal was trading at more than $3,200 per ounce, a surge of 57.9% over the past three years. As markets have been tested by waves of volatility this year, particularly recently following president Donald Trump’s Liberation Day tariffs, investors have become increasingly optimistic about the precious metal.

1 week ago | trustnet.com | Patrick Sanders

Investment trust discounts have been wide for a long time but following one of the most volatile weeks in equity markets since 2020 there could be some that have become even cheaper, according to Anthony Leatham and Markuz Jaffe, analysts at Peel Hunt. Although volatility is “likely to remain elevated for some time”, investors buying trusts on wide discounts could reap the rewards of strong returns if markets correct.

1 week ago | trustnet.com | Patrick Sanders

Defence spending has boomed due to rising geopolitical tension and the share prices of European defence companies have soared as a result. But investors hoping to capitalise on this trend should be wary of getting in now, according to Dmitry Solomakhin, manager of the Fidelity FAST Global fund, who believes defence is a bubble that could soon burst. “Fundamentally, I understand why people are positive, but stocks have priced all this optimism in and so much more,” he explained.