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Analysts' investment trust picks: a mid-year review

Some successes are more obvious than others
July 1, 2024
  • As 2024 hits the midway point, we look at some of the investment trusts that seemed compelling in January
  • Which trades still have life?

The midpoint in the year is the perfect opportunity for investors to consider rebalancing their portfolios and to reflect on how the trades that might have seemed exciting at the start of 2024 have played out.

With discounts languishing on wide levels, there were plenty of opportunities in the investment trust space back in January, and the sector still looks rife with possible bargains, given those valuations have broadly failed to dissipate. But the prospects have certainly changed for a few of the calls that stood out in early 2024.

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