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John Rosier
Nov 111 min read
Funds' Portfolio Trades: Strategic Shift for Evolving Markets
#fundsportfoliotrades Schroder UK Mid-Cap Trust (SCP.L Market capitalisation £212m, 600p, 0 per cent of Funds Portfolio, (0 per cent...
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John Rosier
Mar 14 min read
The European Smaller Companies Trust - H1 results
The European Smaller Companies Trust (ESCT, FTSE Mid-250, Mkt cap. £627m, 164p and 4.0% of the Funds’ Portfolio, 4.0 per cent target). On...
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John Rosier
Dec 15, 20232 min read
Funds' Portfolio - Two new holdings -Jerome Powell has lit the blue touch paper!
#fundsportfoliotrade I think that the Federal Reserve’s message that interest rates would be falling in 2024, with the first cut likely...
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