This piece explores how The City of London Investment Trust is seeking opportunities as cash-rich UK businesses put that wall of money to work.
What will UK PLC do with all that cash?
Lowland: Domestic UK market undervalued as headwinds subside
Laura Foll, co-fund manager, provides an update on the Lowland Investment Company. Laura explains the complete reversal in the detractors affecting the UK market and highlights how the portfolio’s multi-cap approach affords the opportunity to take advantage of the undervalued UK domestic market.
Inflation and property equities – time to get ‘real’
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.
GDP, the Fed and Biden’s Address: Recapping the last 24 hours
A recap and discussion of three significant economic events from the past 24 hours.
Inflation and property equities – time to get ‘real’
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.
Global Sustainable Equity: news and opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
Inflation and property equities – time to get ‘real’
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.
Inflation and Property Equities: Time to Get “Real”
A discussion of the impact of rising inflation and interest rate expectations on listed real estate.
Inflation and property equities – time to get ‘real’
Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.
GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours
A recap and discussion of three significant economic events from the past 24 hours.