Quarterly Report Q4 2023
In September, the yield on the 10-year US Treasury bond reached 4.8%, its highest level since 2007. This coincided with, or rather precipitated, weakness across asset classes.
Read morePersonal Assets Trust Kepler Research
The latest Kepler Research note on Personal Assets Trust.
Read moreQuarterly Report Q3 2023
We are slowly emerging from a prolonged period of distortion born of zero interest rates. The process of unwinding the excess will take time and require patience on the part of investors.
Read moreQuarterly Report Q2 2023
The past few weeks are confirmation, if any was needed, that there are consequences of rapidly raising interest rates from a base of zero. But even as the evidence appears stacked to the downside, the jury remains out when it comes to many asset prices.
Read moreWeekly Investment Trust Podcast with Jonathan Davis
Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Sebastian Lyon, manager of the Personal Assets Trust (PNL), and CEO of Troy Asset Management.
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