28 November 2023

2024: Better times ahead for investors

Not only will the next 12 months be “fascinating” for investors, but according to investment trust authority Jonathan Davis, the UK stock market could do ‘quite well’ mainly because it’s cheap.

While the word “cheap” may sound derogatory, buying low represents opportunity, and with 2024 being an election year in both the U.S. and the UK, investment opportunities may not ride on which parties are elected but what the ‘voted in’ can do to reinvigorate the economy.

In his wrapping up 2023 conversation with Master Investor’s Sarah Lowther, Davis suggests that the direction of interest rates will continue to feature in market making strategies and in terms of his specialty field “things are looking quite good for the UK, wind and other renewable energy, renewable infrastructure trusts” with a hat tip to battery storage trusts, some of which have enjoyed gains of 30% recently.

“It’s a very good time to become an investment trust investor”, says Davis. “Discounts have widened and that’s created all sorts of opportunities. Looking forward, there is at least the hope of some better times ahead.”

16 November 2023

Investing in the Age of Longevity 2023

Held online on 16 November 2023, Investing in the Age of Longevity 2023 offered an unparalleled opportunity for investors to help build their longevity investment portfolios. Exploring “Longevity Now” and “Longevity Next”, the masterclass once again attracted scientists and business leaders from the cutting edge of the field, giving participants a run-down of the latest sector developments and investment opportunities.

5 October 2023

2023 – A reckoning postponed with live investment opportunities 

After years of cheap money and low interest rates, Master Investor’s Jonathan Davis describes the year so far as a “reckoning postponed”, and while he is gloomy about the markets he talks about the very much alive investment opportunities that exist.

Greencoat UK Wind (LON:UKW) is one such opportunity. “It has an inflation linked yield commitment which it’s going to keep”, says Davis who explains that while there’s a lot of issues around wind power, “that’s actually a positive because the worse the conditions are at the moment in wind power, the more likely you are to make money out of it when supply and demand comes back into balance”.

Davis also says Japan and the yen look very interesting with the currency being “very, very weak” which is its historic behaviour before financial crises.