Blog posts

Investment trusts: time for boards to earn their corn

This article reflects the opinions of its author and not necessarily those of ShareSoc. Why boards can't leave everything to the market. Or to the manager. Every morning I take the dog on a long walk, and usually listen to a podcast or two. One of my regulars is the Money Makers podcast, which is presented by investment trusts aficionado Jonathan Davis. Every week he has a couple of commentators on the sector, usually a manager and a generalist, often a broker or ...

PE Will Eat Itself

How private equity has devoured public markets and is now devouring itself One of the key causes of the Woodford implosion was the number of illiquid, unquoted holdings in...