AVI's Charlotte Cuthbertson: The resilient reinvention of investment trusts

Autumn of 2023 'golden period' for ITs

clock • 5 min read

“It is tough, nobody seems to want or look at investment trusts anymore”. This is something said to me recently by an investor and it is a sentiment shared by many within the trust sector.

In a period of difficult markets, it is easy to argue that investment trusts are in the eye of the storm. A variety of issues have come together to put pressure on trust discounts to a degree not witnessed since the Global Financial Crisis (GFC). AVI Global sees 'fertile hunting ground' in UK investment trust sector However, it is during the most challenging times that the best opportunities arise.  It would not surprise me if we looked back on the autumn of 2023 as the golden period for investment trust purchases. Shifting trust terrain Consolidation in the wealth management ...

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