In 2021, as we move into the recovery phase of the coronavirus crisis, emerging markets are rebounding sharply. In this article we explore why you should consider investing in this space and the case for looking at some of the less well-explored options alongside the dominant Chinese market. 2020 proved a very up and down year for emerging markets (EM), which plunged to record lows in March ...

Next month the banking sector will be able to start paying dividends to its shareholders again. However, before investors get too excited about renewed payouts from these erstwhile income favourites there is a potential sting in the tail. The Prudential Regulation Authority will allow the banks to pay a dividend covering their 2020 financial year but dividends for 2021 can only be accrued and ...

Emerging markets (EM) investing is far from risk-free, yet investors who shun this exciting asset class are missing out on some of the fastest growing opportunities in the globe today. Indeed, EM countries are becoming the long-term winners in the current economic climate, a volatile backdrop that includes Brexit, trade wars and the early signs of global economic slowdown. So posits a new ...

Should fund managers really need any extra incentive to deliver for investors given they are already being paid a fee to do their job?  Until recently it was commonplace for the managers of investment trusts to receive a performance fee on top of their management fee if they exceeded a specified level of return. Increasingly, this structure is being abandoned by trusts, though around a ...

When investors buy shares in quoted companies they know that their capital is at risk and that the companies they own could underperform or in the worst-case scenario go bust. If a stock underperforms the market for a long period of time, sometimes a big activist investor will step in and demand changes in order to raise the value of the business and the shares. Edward Bramson took a stake ...

Management and performance fees may not be the most important consideration when weighing up the merits of particular investment trust, but they are certainly key. The greater the costs of a fund, the harder your investments have to work to generate a positive return. Investment companies pay a fee to fund managers for managing the portfolio. They may also pay a performance fee, if the manager ...

As global stock markets roar to all-time highs investors face an increasingly tricky hunt for value. One of the most popular ways to identify value within the investment trust space is to look at the discount to net asset value or NAV per share. In other words, how much lower is a trust’s share price trading than the NAV attributable to each individual share. As Shares has explained in ...

Emerging markets enjoyed a significant comeback in 2016, despite a pullback towards the end of the year. The outlook remains equally exciting, so let’s look at the key drivers and some of the investment trusts that provide exposure to this region. The MSCI Emerging Markets Net Total Return Index increased by 32.6% in sterling terms during 2016. That’s the first year of outperformance ...