James Carthew: The hydrogen bubble burst, but there is substance to this green power
After all the hype, the message from the top 10 companies in HydrogenOne Capital Growth is that the sector is taking off. Government help is needed, however.
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BlackRock, Vanguard and a green set-back: The rising row on investment trust costs
The unintended consequences of last year's change to how multi-asset funds report costs of holding investment companies are multiplying. Giant US firms can ignore guidance, while green infrastructure funds find fewer buyers.
Pantheon reports ‘no distress’: So is it time to pick up a massive private equity bargain?
Could discounted shares in listed private equity funds recover if fears about unquoted companies are not realised in the next two months? Results from Pantheon suggest they might.
Mid Wynd managers leave Artemis as Stanic joins from JP Morgan
Mid Wynd International is getting new fund managers as Simon Edelsten announces his retirement at the end of the year and co-manager Alex Illingworth leaves this month.
Inflation-linked TRIG shrugs off £188m windfall tax to record its best year
Renewables Infrastructure Group notched up a 19% return last year from surging power prices and inflation. The 5.5%-yielder looks good value with dividends up and the shares on a 6% discount.
High yield bonds: There are great opportunities in second-hand credits
New issuance of high-yield bonds has slumped, but that's not a problem, says Invesco Bond Income Plus fund manager Rhys Davies, as after last year's chaos there are many mis-priced corporate loans offering attractive levels of income and capital return.
High yield bonds: There are great opportunities in secondhand credits
Issuance of high-yield bonds has slumped, but Invesco Bond Income Plus fund manager Rhys Davies says there are still corporate loans with good levels of income and capital return available in the market.
Winterflood: Cautious investors reject trust launches, want mergers
The 15-month drought in investment company flotations looks unlikely to end soon, with just one respondent to a Winterflood survey likely to back a new initial public offer (IPO).
James Harries: New Year rally a ‘brief interlude’ before US recession
January’s ‘remarkable ebullience’ with meme stocks, bitcoin and Tesla rallying after last year’s losses cannot last much longer, says the manager of Securities Trust of Scotland.
Amedeo Air Four yield set to hit 20% after dividend hike and return of capital
Shares in plane-leasing fund fly 12% higher after re-opening of China and pressure from investors sees investment company return £28m to shareholders and hike dividends 17%.
Amedeo Air Four to yield 20% after dividend hike and capital return
Shares in the plane-leasing fund fly 12% higher after the reopening of China and pressure from investors sees £28m returned to shareholders and dividends increased by 17%.
Aquila Energy claims ‘inflection point’ in bid to pass continuation vote
After a slow start and uncovered dividend, Aquila Energy Efficiency hopes investors will back its claim that next week is not the time to pull the plug on a £70m fund whose shares trail on a 27% discount.
