VT Gravis UK Infrastructure Income fund has a target yield of 5% and invests the shares of companies and investment trusts that hold all sorts infrastructure assets: from railways and roads to doctor’s surgeries, solar parks and wind farms. Will Argent, talks to us about political risks, decarbonising the economy, how infrastructure can give investors inflation protection and much, much more.
Read more about VT Gravis UK Infrastructure Income fund
The stock market falls in February and March were so fast and so deep that Hugh Sergeant, manager of ES R&M UK Recovery fund, says this is the best opportunity to buy value stocks in his 30-year career – the key is simply to work out which companies can survive. In this podcast he tells us about new holdings he has bought including WH Smith,...
“Successful investing is about managing risk and not being afraid to hold cash when you can’t find assets at the right price,” is the mantra of fund manager James Mahon. And it is very apt in today’s situation. Having been very cautiously positioned at the start of the year, as all assets were expensive, he spent March and April using cash to buy...
“Governments and central banks have spent the last decade trying to avoid a recession – then along comes this pandemic,” says John Bennett, manager of Janus Henderson European Focus fund. “Usually you get bargains in a recession, but this one is different: it’s a Control-Alt-Delete recession and the global economy has been reset.” John discusses...