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Investment Trust Insights

Our latest research and insights on investment trust investing

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Understanding asset classes

Understanding asset classes

Diversifying one’s investment portfolio is one of the key ways of managing risk. It’s generally prudent, therefore, to diversify by stock, sector and geography. Diversifying by asset class offers a further dimension.

‘ESG’ investing: what is it, where are we now, where is it going?

‘ESG’ investing: what is it, where are we now, where is it going?

Given the meteoric rise in the popularity of ESG-focused investing over recent years, it’s remarkable to reflect that, as little as a dozen or so years ago, it was a concept that was rarely contemplated. In this white paper, we explore the origin and current understanding of ESG investing.

Things aren’t always what they seem

Things aren’t always what they seem

Diversification – by stock, sector, region and asset class – should be one of the abiding principles of the shrewd investor. It’s easier said than done however, this article sets out some of the traps for the unwary.

An independent board – why it matters

An independent board – why it matters

Amongst the many intrinsic attractions of investment trusts, the existence of an independent board of directors – ultimately responsible for the governance of the trust and the performance of the portfolio manager – ranks particularly high. In this piece, we analyse the role of trust boards, the nature of the strategic decisions they may typically be called upon to make, and the many ways in which they safeguard the interests of shareholders.

Will inflation catalyse a comeback for value?

Will inflation catalyse a comeback for value?

Is the potential impending return of inflation an unwelcome phenomenon, or might it offer a glimmer of hope for long-suffering value-oriented investors?

Trust Radio Episode 2 – the winners and losers post-COVID

Trust Radio Episode 2 – the winners and losers post-COVID

Fund Managers Job Curtis and Laura Foll each discuss where their trusts stand as markets have bounced back, and when they each expect to see pre-COVID levels again.

Premiums and discounts explained

Premiums and discounts explained

Unlike their open-ended counterparts, investment trust share prices are driven, in part, by demand – they can therefore trade above or below the value of their assets. This video explains how investors can take advantage of this intriguing phenomenon.

Income reserving explained

Income reserving explained

The ability to reserve a proportion of their income, and thereby smooth dividend payouts over time, has always been one of the most attractive features of investment trusts – this video explains why they merit serious consideration, particularly for the income-seeking investor.

Investment themes for a post-COVID world

Investment themes for a post-COVID world

In this white paper, we look back at historical data for direction, and to explore how markets have reactive over time during previous epidemics and significant geopolitical events, as we navigate these largely uncharted waters.

The Importance of Dividends to Total Returns

The Importance of Dividends to Total Returns

For those seeking long-term, inflation beating returns, stock market investment represents one of the most accessible and compelling avenues. Dividend investing is not new but has fallen out of favour despite their historically significant role in total returns.

Investment Trusts for Retirement Planning

Investment Trusts for Retirement Planning

A great many of us may well be in a state of denial about our financial futures and the inherent financial implications. Can investment trust-based pensions form a part of your future?

Trust Radio Episode 1 – an investment trust podcast

Trust Radio Episode 1 – an investment trust podcast

Laura Thomas is joined by James de Sausmarez, Director and Head of Investment Trusts at Janus Henderson, as they discuss the impact of coronavirus and take a look back at previous market downturns to reflect on the stock market’s consistent ability to bounce back.