Press Articles

Saving for children by using investment trusts

Jennifer Hill writes for the Alliance Trust on the attractiveness of using investment trusts for saving  for children. Growing capital over the long term  can help finance school fees, university tuition or a deposit on a first home. She quotes from a number of analysts, including David Liddell, Jason Hollands of Tilney and  James Carthew of QuotedData. Their global reach and long term focus are among the strengths of investment trusts in growing capital for children.

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Are investment trust management changes paying off?

Jennifer Hill writes for Interactive Investor looking at the revamp of three investment trusts: Schroder UK Public Private Trust, Edinburgh Investment Trust and Alliance Trust. David Liddell is among analysts reviewing these recent investment trust management changes; David comments on Edinburgh Investment Trust which in March of this year changed fund manager from Invesco to Majedie.

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Top 100 Funds from the Investors Chronicle

David Liddell is among the panelists advising the Investors Chronicle on their selection of 100 of the best actively managed funds. The top 100 is a useful guide both to the range of funds available and wealth managers’ current views on which funds to select.

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How much cash should you hold

David Liddell sets out his views on investment allocation to cash with the Investors Chronicle Mary McDougall.  IpsoFacto sees cash as an important element of investment allocation, particularly when bond prices are so high. We entered the Covid crisis holding 30% in cash and then took advantage of market falls in March 2020 to add to equities.

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Global Income: eight top picks

Eight top picks for Global Income from analysts and wealth managers.  David Liddell comments on JP Morgan European income Trust as an attractive dividend payer outside the UK.

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Investment mistakes to avoid during market volatility

David Liddell speaks to the Investors Chronicle about common investing mistakes made during periods of market volatility.

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Tips on drip feeding cash into the market

How to tackle investing in distressed markets.

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Can investment trusts continue to raise their dividends in the current crisis?

David Liddell gives his views on how dividends may be affected in the current lockdown.

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Exposure to illiquid investments through investment trusts

David Liddell talks to Leonora Walters on the issues for investors when looking at investment trusts holding illiquid investments.

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Investment trusts: invest alongside the wealthy

Article by Emma Agyemang in the FT on investment trusts with significant family ownership, including comments by David Liddell.  Emma looks at such trusts as RIT Capital and Caledonia where respectively the Rothschild and Cayzer families have large shareholdings.

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