23rd March 2011

JP Morgan: Investment trusts: the case for consideration

Investment trusts represent the most enduring structure for pooled investment in the UK with a track record spanning 140 years. But with over 2,500 other retail UK based funds to choose from, why should an adviser consider investment trusts as well?
Our intermediary's guide looks at their unique benefits and their role in client portfolios. The report covers:

How investment trusts work
Why consider investment trusts for your clients?
The investment trust market
Benefits of investment trusts
How performance of investment trusts compare to open-ended funds and market benchmarks
Five ways to use investment trusts to meet client objectives
Creating access to investment trusts

This guide aims to be a practical resource for intermediaries, download your copy now.

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Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

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