Schroder British Opportunities announces plan to ditch public holdings after they have held back performance, but Panmure Liberum analyst Joachim Klement finds the move ‘disingenuous’.
Neal Wilson of EJF Investments explains why political and macro factors are aligning to support the specialist trust's investments in the US small bank sector while keeping a lid on risk.
As US markets finally come off the boil, our columnist explains why he is sticking with Fidelity China Special Situations and how the £1.4bn trust makes good use of the closed-end structure.
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