# ![@FundFanatic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1851508262.png) @FundFanatic Gavin Lumsden

Gavin Lumsden posts on X about investment, fund, ai, trust the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1851508262/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851508262/c:line/m:interactions.svg)

- [--] Week [------] +324%
- [--] Month [-------] +60%
- [--] Months [-------] +84%
- [--] Year [-------] +153%

### Mentions: [--] [#](/creator/twitter::1851508262/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851508262/c:line/m:posts_active.svg)

- [--] Week [--] +27%
- [--] Month [---] +44%
- [--] Months [---] +40%
- [--] Year [-----] +98%

### Followers: [-----] [#](/creator/twitter::1851508262/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851508262/c:line/m:followers.svg)

- [--] Week [-----] +0.24%
- [--] Month [-----] +0.69%
- [--] Months [-----] +5.70%
- [--] Year [-----] +9.70%

### CreatorRank: [-------] [#](/creator/twitter::1851508262/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851508262/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  67.72% [stocks](/list/stocks)  14.17% [technology brands](/list/technology-brands)  14.17% [travel destinations](/list/travel-destinations)  11.81% [countries](/list/countries)  6.3% [financial services](/list/financial-services)  #519 [exchanges](/list/exchanges)  2.36% [celebrities](/list/celebrities)  2.36% [social networks](/list/social-networks)  2.36% [vc firms](/list/vc-firms)  1.57%

**Social topic influence**
[investment](/topic/investment) #4387, [fund](/topic/fund) #449, [ai](/topic/ai) 9.45%, [trust](/topic/trust) 8.66%, [london](/topic/london) 7.09%, [fund manager](/topic/fund-manager) #2701, [gold](/topic/gold) 5.51%, [private equity](/topic/private-equity) 5.51%, [schroders](/topic/schroders) #3, [in the](/topic/in-the) 4.72%

**Top accounts mentioned or mentioned by**
[@conkers3](/creator/undefined) [@quoteddata](/creator/undefined) [@ft](/creator/undefined) [@aicpress](/creator/undefined) [@bailliegifford](/creator/undefined) [@markdampier](/creator/undefined) [@thetimes](/creator/undefined) [@citywirewealth](/creator/undefined) [@citywire](/creator/undefined) [@thisismoney](/creator/undefined) [@bbc](/creator/undefined) [@reuters](/creator/undefined) [@telegraph](/creator/undefined) [@mathewgregory5](/creator/undefined) [@dave76s](/creator/undefined) [@emr_recruitment](/creator/undefined) [@xgeorgecooper](/creator/undefined) [@jilltreanor](/creator/undefined) [@newmodeladviser](/creator/undefined) [@mmcgagh](/creator/undefined)

**Top assets mentioned**
[BlackRock Inc (BLK)](/topic/blackrock) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Gold Royalty Corp. (GROY)](/topic/gold-royalty-corp) [Eli Lilly and Company (LLY)](/topic/eli-lilly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Activist investor Elliott Management has built up an undisclosed stake in London Stock Exchange Group as the historic City institution reels from threat of artificial intelligence and exodus of firms from UK market. First reported @FT. https://www.thisismoney.co.uk/money/markets/article-15551081/US-activist-Elliott-builds-stake-LSEG-reels-threat-AI-exodus-firms-UK-market.html https://www.thisismoney.co.uk/money/markets/article-15551081/US-activist-Elliott-builds-stake-LSEG-reels-threat-AI-exodus-firms-UK-market.html"  
[X Link](https://x.com/FundFanatic/status/2021835267687006414)  2026-02-12T06:34Z [----] followers, 17.8K engagements


"Schroders has a 175m pot for retention bonuses to stop fund managers leaving after its 10bn acquisition by Nuveen says @jilltreanor @thetimes. https://www.thetimes.com/article/94390bff-a0cc-4b01-89ec-d0983d0feee3shareToken=b929df545c3f288286e31955495c3533 https://www.thetimes.com/article/94390bff-a0cc-4b01-89ec-d0983d0feee3shareToken=b929df545c3f288286e31955495c3533"  
[X Link](https://x.com/FundFanatic/status/2022952104093007902)  2026-02-15T08:32Z [----] followers, [----] engagements


"Investment trust chief Ian Sayers using the Woodford fund suspension to hammer home the point that investment trusts (like Woodford's Patient Capital Trust) are the right place for illiquid hard-to-sell assets @CitywireWealth @NewModelAdviser"  
[X Link](https://x.com/FundFanatic/status/1136589368754356224)  2019-06-06T11:03Z [----] followers, [--] engagements


"No shock to see a fund manager attack a left-wing Labour manifesto but I was surprised to hear Fidelitys Alex Wright delivering the broadside on behalf of the City. Hes normally so mild clearly Corbyn has him riled https://citywire.co.uk/investment-trust-insider/news/fidelity-s-alex-wright-economically-illiterate-labour-would-spell-disaster-for-uk/a1295856 https://citywire.co.uk/investment-trust-insider/news/fidelity-s-alex-wright-economically-illiterate-labour-would-spell-disaster-for-uk/a1295856"  
[X Link](https://x.com/FundFanatic/status/1196848253968498688)  2019-11-19T17:50Z [----] followers, [--] engagements


"Gavin Lumsden (GL) here. I'm delighted to say @FundFanatic is now a team account which I'm sharing with my @Citywire colleagues Daniel Grote and Michelle McGagh @mmcgagh. Stay locked to us for funds and trust news and comments @AICPRESS @InvAssoc @CitywireWealth"  
[X Link](https://x.com/FundFanatic/status/1214914781754351617)  2020-01-08T14:20Z [----] followers, [--] engagements


"Here's me nervously sipping a mug of tea before my 20-yr presentation from Citywire chief Lawrence Lever. Not sure what 'legendary phone calls' refer to (my engaging manner obvs😂) but it's been a blast a top life sentence with a crowd of great colleagues past & present (GL)"  
[X Link](https://x.com/FundFanatic/status/1234793401456955392)  2020-03-03T10:51Z [----] followers, [--] engagements


"Gore Street Energy Storage Fund (GSF) reveals it is the largest operator of energy storage on the Irish grid with an estimated 66% market share. Including quarterly dividends the 6% yielder grew asset value by 14.1% in year to [--] March. https://investegate.co.uk/gore-street-energy--gsf-/rns/annual-financial-report/202107150700032897F/ https://investegate.co.uk/gore-street-energy--gsf-/rns/annual-financial-report/202107150700032897F/"  
[X Link](https://x.com/FundFanatic/status/1415561066822737920)  2021-07-15T06:37Z [----] followers, [--] engagements


"The Association of Investment Companies has published a very useful list of all [--] London-listed closed-end funds with a five-year track record of growing both capital and income above inflation @AICPRESS http://citywire.com/investment-trust-insider/news/inflation-beaters-trusts-to-survive-the-cost-of-living-crisis/a2379050 http://citywire.com/investment-trust-insider/news/inflation-beaters-trusts-to-survive-the-cost-of-living-crisis/a2379050"  
[X Link](https://x.com/FundFanatic/status/1491831971407929347)  2022-02-10T17:50Z [----] followers, [--] engagements


"Bernard Fairman founder and biggest shareholder in sustainability fund manager @ForesightGroup says its more attractive to invest in building renewables in Australia & Europe than Britain after the imposition of the electricity generator levy. https://www.thetimes.co.uk/article/a6fd3786-73f9-11ed-be91-363346a310deshareToken=e1172f917dc0a84ab52a6914d3679914 https://www.thetimes.co.uk/article/a6fd3786-73f9-11ed-be91-363346a310deshareToken=e1172f917dc0a84ab52a6914d3679914"  
[X Link](https://x.com/FundFanatic/status/1599657832810430464)  2022-12-05T06:52Z [----] followers, [--] engagements


"Warehouse Reit becomes latest trust to renegotiate its fund manager fee with the quarterly payment to Tilstone Partners based on lower of net asset value & market value & not just NAV. This reflects its 38% share price discount & will save 2.1m a year. https://www.londonstockexchange.com/news-article/WHR/amendment-to-investment-management-agreement/16893289 https://www.londonstockexchange.com/news-article/WHR/amendment-to-investment-management-agreement/16893289"  
[X Link](https://x.com/FundFanatic/status/1889222889183809968)  2025-02-11T08:00Z [----] followers, [---] engagements


"Inability of UK stock market to value companies properly underlined again after H&T shares soared 40.8% to a record high after pawnbroker accepted an 297m offer from Texas-based FirstCash pitched at 44% premium. https://www.independent.co.uk/news/business/pawnbroker-h-t-snapped-up-by-us-firm-in-another-loss-for-london-stock-exchange-b2750718.html https://www.independent.co.uk/news/business/pawnbroker-h-t-snapped-up-by-us-firm-in-another-loss-for-london-stock-exchange-b2750718.html"  
[X Link](https://x.com/FundFanatic/status/1922896927475089620)  2025-05-15T06:08Z [----] followers, [---] engagements


"Law Debenture (LWDB) smashed UK stock market rally in first half with its investments & financial services businesses firing on most cylinders.Interims on Friday showed 1.3bn UK equity income trust made 15% return beating FTSE All-Shares 9.1% rise. https://quoteddata.com/2025/07/banks-and-defence-stocks-boost-excellent-law-debenture/ https://quoteddata.com/2025/07/banks-and-defence-stocks-boost-excellent-law-debenture/"  
[X Link](https://x.com/FundFanatic/status/1949388516573487217)  2025-07-27T08:36Z [----] followers, [----] engagements


"Defying expectations of a closer vote 62.9% of Assura (AGR) shareholders have backed merger with Primary Health Properties (PHP) & 48% stake in enlarged listed group spurning KKR and Stonepeaks 1.7bn cash offer which got less than 17% support. https://www.thetimes.com/article/3f3aa1cc-209c-4e73-bdf2-d754822ef8eeshareToken=5a2fb1c3d445deafde001b0bef7c906b https://www.thetimes.com/article/3f3aa1cc-209c-4e73-bdf2-d754822ef8eeshareToken=5a2fb1c3d445deafde001b0bef7c906b"  
[X Link](https://x.com/FundFanatic/status/1955502702005284904)  2025-08-13T05:32Z [----] followers, [---] engagements


"Chipmaker Nvidia has bought a stake in Revolut putting $75bn (57bn) price tag on 10-yr-old fintech company more than 55.6bn market value of Barclays. Should be helpful for winddown of ex Woodford Patient Capital aka Schroders #INOV which also has stake https://www.thetimes.com/article/2206c6a5-5bdd-4626-956c-bd763b64b90cshareToken=e90d20468e1279ca49b9b36568c6dd24 https://www.thetimes.com/article/2206c6a5-5bdd-4626-956c-bd763b64b90cshareToken=e90d20468e1279ca49b9b36568c6dd24"  
[X Link](https://x.com/FundFanatic/status/1993202873568547231)  2025-11-25T06:19Z [----] followers, [----] engagements


"BlackRock World Mining #BRWM rose 7% after selling its BHP Brazil Royalty Contract to Gold Royalty Corp for $70m at a 105% premium over $34.1m valuation and saying it made total of $113m or nine-times its original investment in [----]. https://citywire.com/investment-trust-insider/news/trust-watch-baillie-gifford-trusts-soar-on-spacex-rumours/a2480470 https://citywire.com/investment-trust-insider/news/trust-watch-baillie-gifford-trusts-soar-on-spacex-rumours/a2480470"  
[X Link](https://x.com/FundFanatic/status/2000131984111149421)  2025-12-14T09:13Z [----] followers, [---] engagements


"Veteran activist investor Nelson Peltzs Trian Fund Mgmt has bought Janus Henderson the UK-based US-listed funds group for $7.4bn (5.5bn) cash with General Catalyst a Silicon Valley venture capitalist. They are paying $49 per share up from $46 1st bid https://www.telegraph.co.uk/business/2025/12/22/wall-street-billionaire-to-buy-city-fund-manager-for-55bn/ https://www.telegraph.co.uk/business/2025/12/22/wall-street-billionaire-to-buy-city-fund-manager-for-55bn/"  
[X Link](https://x.com/FundFanatic/status/2003363668990333271)  2025-12-23T07:14Z [----] followers, [----] engagements


"Times journalists tip Legal & General #LGEN Persimmon #PSN Diageo #DGE and Severn Trent #SVT for [----]. Last years Tempus tips @thetimes didnt do too badly given they included US/tech heavy Pershing Square Holdings #PSH and Scottish Mortgage Trust #SMT https://www.thetimes.com/article/c5cb9dbd-b7a6-4b1d-949f-4ec95072cb61shareToken=b1f65cf7d90ee308406ebaac85e32cdf https://www.thetimes.com/article/c5cb9dbd-b7a6-4b1d-949f-4ec95072cb61shareToken=b1f65cf7d90ee308406ebaac85e32cdf"  
[X Link](https://x.com/FundFanatic/status/2004834504624521465)  2025-12-27T08:39Z [----] followers, [---] engagements


"Beazley #BEZ shot up 41% after insurance giant Zurich launched surprise 7.7bn bid for specialist Lloyds insurer. Zurich chief Mario Greco denied going hostile after bypassing board of Beazley to go direct to its shareholders with the cash offer. https://www.thetimes.com/article/4d8e2d6f-bbd0-414f-b4bb-f28c9e829dd0shareToken=1b1076c4f3c6358800701c2859b64735 https://www.thetimes.com/article/4d8e2d6f-bbd0-414f-b4bb-f28c9e829dd0shareToken=1b1076c4f3c6358800701c2859b64735"  
[X Link](https://x.com/FundFanatic/status/2013509045479481475)  2026-01-20T07:09Z [----] followers, [---] engagements


"Residential Secure Income #RESI revealed it had received offers for both retirement & shared ownership properties in its portfolio though indicated these were below their full value. The 106m REIT began a managed wind-down in Oct [----]. https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/ https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/"  
[X Link](https://x.com/FundFanatic/status/2015670358272029093)  2026-01-26T06:17Z [----] followers, [---] engagements


"Schroders run Ground Rents Income #GRIO sank 16% to all-time low after estimating the [---] cap on could reduce its ground rent income by 26% & slash value of its portfolio by 44%. The much reduced 19m investment company has been in wind-down for two years https://quoteddata.com/2026/01/ground-rents-income-slides-as-government-imposes-250-cap-on-leaseholder-charges/ https://quoteddata.com/2026/01/ground-rents-income-slides-as-government-imposes-250-cap-on-leaseholder-charges/"  
[X Link](https://x.com/FundFanatic/status/2016402142072885340)  2026-01-28T06:45Z [----] followers, [----] engagements


"The surge in gold and precious metals helped Ruffer #RICA the 909m all-weather multi-asset fund recover its stride in second half of last year and overcome its underperformance in the first six months of [----]. https://quoteddata.com/2026/01/ruffer-navigates-delicate-balance-of-ai-driven-markets-beating-its-twice-bank-benchmark-in-2025/ https://quoteddata.com/2026/01/ruffer-navigates-delicate-balance-of-ai-driven-markets-beating-its-twice-bank-benchmark-in-2025/"  
[X Link](https://x.com/FundFanatic/status/2016403978938912901)  2026-01-28T06:52Z [----] followers, [---] engagements


"Artemis 13.7% shareholder in International Personal Finance #IPF decries 543m bid for lender by Basepoint Capital of US as another loss to LSE. Fund manager Ed Legget says: Unlike Darwinism its the strong that are getting picked off not the weakest https://www.thetimes.com/article/0935953f-8095-4f2c-adea-bcf70a6c68c2shareToken=7e571d54a522bf66452ad46ea1566a69 https://www.thetimes.com/article/0935953f-8095-4f2c-adea-bcf70a6c68c2shareToken=7e571d54a522bf66452ad46ea1566a69"  
[X Link](https://x.com/FundFanatic/status/2017861264647524358)  2026-02-01T07:23Z [----] followers, [---] engagements


"Raman Bhatia boss of Chrysalis-backed Starling bank describes it as two unicorns in one: the digital lending business; & Engine its banking software platform. #CHRY has 53% of its assets in Starling which was reportedly seeking 4bn valuation in Sept. https://www.thetimes.com/article/00cafd9b-24a4-46c4-85ec-f68e51ccebedshareToken=7c5b737f304b2071288e0da11fd45cf1 https://www.thetimes.com/article/00cafd9b-24a4-46c4-85ec-f68e51ccebedshareToken=7c5b737f304b2071288e0da11fd45cf1"  
[X Link](https://x.com/FundFanatic/status/2017866891411304885)  2026-02-01T07:45Z [----] followers, [---] engagements


"SpaceX has bought xAI Elon Musks artificial intelligence startup combining rocket-and-satellite company backed by @bailliegifford #SMT #EWI #USA #MNTN with Grok chatbot maker. A June $1.25tn IPO with shares at c$527 is planned says Bloomberg. https://www.thetimes.com/article/87da6623-5b5c-440a-80f5-0e778b0da743shareToken=72a88bcf2dc118bf96e6e6b4c2658dee https://www.thetimes.com/article/87da6623-5b5c-440a-80f5-0e778b0da743shareToken=72a88bcf2dc118bf96e6e6b4c2658dee"  
[X Link](https://x.com/FundFanatic/status/2018576451491049544)  2026-02-03T06:45Z [----] followers, [---] engagements


"A resolution has been filed by Shell #SHEL shareholders including Greater Manchester Pension Fund Wales Pension Partnership & Nest calling on UK oil major to give more details on cost competitiveness of new oil & gas projects. https://www.thetimes.com/article/05fc78a2-a3c4-419c-adcf-9c06cead7759shareToken=b0564bec8a6672842ac7e46f53c57223 https://www.thetimes.com/article/05fc78a2-a3c4-419c-adcf-9c06cead7759shareToken=b0564bec8a6672842ac7e46f53c57223"  
[X Link](https://x.com/FundFanatic/status/2018577302574051408)  2026-02-03T06:48Z [----] followers, [---] engagements


"Nick Trains Finsbury Growth & Income #FGT slides over 6% in AI scare as top [--] holdings Sage Experian London Stock Exchange Group and RELX tumble after Anthropic launches a new agentic tool to automate legal work. https://www.theguardian.com/technology/2026/feb/03/anthropic-ai-legal-tool-shares-data-services-pearson https://www.theguardian.com/technology/2026/feb/03/anthropic-ai-legal-tool-shares-data-services-pearson"  
[X Link](https://x.com/FundFanatic/status/2018737928348848557)  2026-02-03T17:26Z [----] followers, [----] engagements


"Gold & silver rebound as investors buy the dip after Fridays record sell-off. Jefferies said: The path of least resistance for commodities and mining shares is still mostly higher when investors & central banks are reallocating en masse to real assets https://www.thetimes.com/article/e91ca7a7-f8cd-47a7-9d1c-14a29db48751shareToken=4f6eb5cbe12f7a0a6a2661ab29c525bb https://www.thetimes.com/article/e91ca7a7-f8cd-47a7-9d1c-14a29db48751shareToken=4f6eb5cbe12f7a0a6a2661ab29c525bb"  
[X Link](https://x.com/FundFanatic/status/2018937189975953647)  2026-02-04T06:38Z [----] followers, [---] engagements


"Fat jab maker Novo Nordisk last night warned of sharp sales decline squeezed by intense competition from rival Eli Lilly & US pricing pressures. Danish group expected sales to fall by between 5%-13% this year compared with growth of 10% last year. https://www.thisismoney.co.uk/money/article-15524825/Fat-jab-maker-Novo-Nordisk-warns-sales-faces-intense-competition-rival-Eli-Lilly.html https://www.thisismoney.co.uk/money/article-15524825/Fat-jab-maker-Novo-Nordisk-warns-sales-faces-intense-competition-rival-Eli-Lilly.html"  
[X Link](https://x.com/FundFanatic/status/2018938111527473294)  2026-02-04T06:42Z [----] followers, [---] engagements


"Hi Im now tweeting @QuotedData & its all on HgCapital so far. #HGT has backed a $6.4bn buyout of a US software company issued a trading statement launched buybacks & received an upgrade from Investec & and an investment by Jupiter Good morning there's a lot of news around HgCapital Trust $HGT which has put out a trading update after this week's falls and launched a share buyback. Jupiter has disclosed a stake and Investec issued a "buy" note on the software-focused private equity fund. Good morning there's a lot of news around HgCapital Trust $HGT which has put out a trading update after this"  
[X Link](https://x.com/FundFanatic/status/2019680997927972959)  2026-02-06T07:54Z [----] followers, [----] engagements


"Activist Saba Capital has disclosed a 5% stake in HarbourVest Global Private Equity #HVPE joining AVI which has 3.3% in the 2.2bn investment company trailing on a 29% discount & threatened to vote against its continuation at the AGM this summer. https://citywire.com/investment-trust-insider/news/activists-circle-harbourvest-as-saba-takes-5-stake/a2483441 https://citywire.com/investment-trust-insider/news/activists-circle-harbourvest-as-saba-takes-5-stake/a2483441"  
[X Link](https://x.com/FundFanatic/status/2020051240768463037)  2026-02-07T08:25Z [----] followers, [---] engagements


"By contrast to #HVPE BlackRock Energy & Resources Income #BERI in strong position ahead of continuation vote next month after 3rd consecutive year of outperformance. Over 5yrs mining oil & gas and clean energy portfolio has generated 155% to shareholders https://quoteddata.com/2026/02/blackrock-energy-smashes-its-benchmark-as-clean-power-stocks-rebound-and-ai-drives-mined-metals/ https://quoteddata.com/2026/02/blackrock-energy-smashes-its-benchmark-as-clean-power-stocks-rebound-and-ai-drives-mined-metals/"  
[X Link](https://x.com/FundFanatic/status/2020052949116874880)  2026-02-07T08:32Z [----] followers, [---] engagements


"NatWest is reported to have beaten Barclays with a 2.5bn bid to buy wealth manager Evelyn Partners. Evelyn a product of a merger between Tilney and Smith & Williamson in [----] was put up for sale by private equity owners Permira and Warburg Pincus. https://www.thetimes.com/article/a627b1fa-6279-4efd-8473-7c6657f14784shareToken=081e49df524911250d2ffe9e9e92e53d https://www.thetimes.com/article/a627b1fa-6279-4efd-8473-7c6657f14784shareToken=081e49df524911250d2ffe9e9e92e53d"  
[X Link](https://x.com/FundFanatic/status/2020406367643648438)  2026-02-08T07:56Z [----] followers, [----] engagements


"Bank of England chief economist Huw Pill delivers blow to rate cut hopes after 5-4 vote last week to hold them at 3.75% warning people not to draw too much comfort from a forecast drop in inflation to 2% largely driven by one-off measures in the Budget. https://www.thisismoney.co.uk/money/markets/article-15536325/Top-Bank-England-economist-inflation-warning.html https://www.thisismoney.co.uk/money/markets/article-15536325/Top-Bank-England-economist-inflation-warning.html"  
[X Link](https://x.com/FundFanatic/status/2020407609476403492)  2026-02-08T08:01Z [----] followers, [---] engagements


"Future of Office for Budget Responsibility in fresh doubt says Daily Mails @thisismoney after chief Treasury secretary James Murray reveals recruitment to replace chair Richard Hughes who resigned from the budget watchdog in December hasnt started yet. https://www.thisismoney.co.uk/money/markets/article-15537937/Alarm-mounts-Chancellor-delays-hunt-new-OBR-chief.html https://www.thisismoney.co.uk/money/markets/article-15537937/Alarm-mounts-Chancellor-delays-hunt-new-OBR-chief.html"  
[X Link](https://x.com/FundFanatic/status/2020409727390191840)  2026-02-08T08:09Z [----] followers, [---] engagements


"Nikkei [---] soars 3.91% to new high of [-----] after PM Sanae Takaichi wins landslide election victory with Japans ruling coalition of Liberal Democratic Party (LDP) and Japan Innovation Party gaining [---] seats in countrys 465-member lower house. https://www.bbc.co.uk/news/live/c2d76el7354tapp-referrer=deep-link https://www.bbc.co.uk/news/live/c2d76el7354tapp-referrer=deep-link"  
[X Link](https://x.com/FundFanatic/status/2020750750704378006)  2026-02-09T06:44Z [----] followers, [---] engagements


"I flagged up Investec upping HgCapital #HGT to buy last week but JP Morgan Cazenove analysts did opposite cutting software focused private equity fund to neutral after big falls in listed software & data stocks saw its shares slip 7% on 27% discount. https://citywire.com/investment-trust-insider/news/trust-watch-tariff-u-turn-boosts-india-trusts/a2483447 https://citywire.com/investment-trust-insider/news/trust-watch-tariff-u-turn-boosts-india-trusts/a2483447"  
[X Link](https://x.com/FundFanatic/status/2020755781319065849)  2026-02-09T07:04Z [----] followers, [---] engagements


"UK borrowing costs & pound rose as Keir Starmer teetered. @KathleenBrooks @XTBuk said: A political risk premium is once again being built up in UK asset prices as the market fears what a new leader could bring to the table in terms of economic policy. https://www.thetimes.com/article/f0f3a02e-b9ef-4658-9cea-e0d255694ec5shareToken=7706025b9158c124cb27c80fb5233081 https://www.thetimes.com/article/f0f3a02e-b9ef-4658-9cea-e0d255694ec5shareToken=7706025b9158c124cb27c80fb5233081"  
[X Link](https://x.com/FundFanatic/status/2021109195945251265)  2026-02-10T06:29Z [----] followers, [---] engagements


"NatWest #NWG shares slid over 7% after bank ditched expected plans to spend about 2bn on share buybacks over the next [--] months in order to fund [---] billion cash purchase of wealth manager Evelyn Partners. https://www.thetimes.com/article/61e537f4-0322-4af2-922d-0cc35cf7f3e0shareToken=18518b19346a05e1fd4a797cfc783b18 https://www.thetimes.com/article/61e537f4-0322-4af2-922d-0cc35cf7f3e0shareToken=18518b19346a05e1fd4a797cfc783b18"  
[X Link](https://x.com/FundFanatic/status/2021110448267923714)  2026-02-10T06:34Z [----] followers, [---] engagements


"Google parent Alphabet to become fourth company to issue 100-year sterling bond in drive to raise $20bn (15bn) across different currencies for its $185bn AI spending blitz. Others were University of Oxford Wellcome Trust and French energy giant EDF. https://www.telegraph.co.uk/business/2026/02/09/google-to-join-exclusive-100-club-with-century-long-bond/ https://www.telegraph.co.uk/business/2026/02/09/google-to-join-exclusive-100-club-with-century-long-bond/"  
[X Link](https://x.com/FundFanatic/status/2021111764994195497)  2026-02-10T06:39Z [----] followers, [---] engagements


"US activist hedge fund bolsters its UK operation with appointment of James Waterlow ex corporate broker at Singer to be managing director to work with @BoazWeinstein right hand man Paul Kazarian. Waterlow also on board of Manchester & London #MNL investment trust interestingly. Saba recruits Singer's James Waterlow to expand London operation https://t.co/e80iOCIfmb https://t.co/EX8mOCnMtu Saba recruits Singer's James Waterlow to expand London operation https://t.co/e80iOCIfmb https://t.co/EX8mOCnMtu"  
[X Link](https://x.com/FundFanatic/status/2021116945685180746)  2026-02-10T07:00Z [----] followers, [----] engagements


"Saba v Edinburgh Worldwide is kicking off again. Just three weeks after #EWI shareholders voted no activist hedge fund is trying to get same three directors elected and take control. Saba has as expected re-submitted proposals to vote the same three representatives onto Edinburgh Worldwide that $EWI shareholders rejected last month. Looks like the 30% shareholder is trying to grind down the board and other EWI investors into submission. 1/2 Saba has as expected re-submitted proposals to vote the same three representatives onto Edinburgh Worldwide that $EWI shareholders rejected last month."  
[X Link](https://x.com/FundFanatic/status/2021208465352298578)  2026-02-10T13:03Z [----] followers, [---] engagements


"Shares in Mony Group #MONY which owns MoneySuperMarket and Future #FUTR the media company behind Go Compare fell 8.6% and 3% after Insurify an American company launched an app that uses ChatGPT to help customers find better car insurance deals. https://www.thetimes.com/article/d0178ce3-388c-431b-a137-5ac5b35e4004shareToken=06dccbbc6eebfed4c4d535154873f523 https://www.thetimes.com/article/d0178ce3-388c-431b-a137-5ac5b35e4004shareToken=06dccbbc6eebfed4c4d535154873f523"  
[X Link](https://x.com/FundFanatic/status/2021470802336428183)  2026-02-11T06:26Z [----] followers, [---] engagements


"Theres been a major rotation into what wed call AIimmune sectors such as utilities food mining construction telecoms said Andrew Lapthorne at Socit Gnrale after Deutsche data showed US equity funds outside tech saw $62bn inflows over [--] weeks https://www.ft.com/content/577b97f6-2416-48b9-9bd3-717bb202ca71shareType=nongift https://www.ft.com/content/577b97f6-2416-48b9-9bd3-717bb202ca71shareType=nongift"  
[X Link](https://x.com/FundFanatic/status/2021474750569107919)  2026-02-11T06:41Z [----] followers, [---] engagements


"US economy smashed expectations to generate [------] jobs last month dampening likelihood of interest rate cut by Federal Reserve before Jerome Powell leaves his post as chair. Bureau of Labor Statistics said unemployment dipped to 4.3% from 4.4% in Dec. https://www.thetimes.com/article/efbe9b16-617d-4e20-a7e4-bc7a4ad99827shareToken=453c639522e57d38057d20dbbdf3027b https://www.thetimes.com/article/efbe9b16-617d-4e20-a7e4-bc7a4ad99827shareToken=453c639522e57d38057d20dbbdf3027b"  
[X Link](https://x.com/anyuser/status/2021834415861641341)  2026-02-12T06:31Z [----] followers, [---] engagements


"UK wealth manager shares tumbled after Altruist in US unveiled tool to help advisers personalise investment strategies & tax strategies within minutes. St Jamess Place plunged 14% Quilter 5% AJ Bell 8% & Interactive Investor owner Aberdeen Group 4.4%. https://www.thetimes.com/article/53d42986-5003-47ee-86e6-df886d059d97shareToken=1a2f8474e2a3263878ec8bbfb8b57b7a https://www.thetimes.com/article/53d42986-5003-47ee-86e6-df886d059d97shareToken=1a2f8474e2a3263878ec8bbfb8b57b7a"  
[X Link](https://x.com/FundFanatic/status/2021834754484502905)  2026-02-12T06:32Z [----] followers, [---] engagements


"Pershing Square #PSH fund manager Bill Ackman bought a $2bn stake in Meta Platforms late last year betting Facebook & Instagram owner will benefit from artificial intelligence and sold out of its investment in hotel chain Hilton Worldwide. https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html https://finance.yahoo.com/news/ackmans-hedge-fund-pershing-square-200201598.html"  
[X Link](https://x.com/FundFanatic/status/2021835562932428990)  2026-02-12T06:35Z [----] followers, [---] engagements


"Digital [--] Infrastructure #DGI9 fell 12% to new low on news of likely write-off in its stake in broadcasting platform Arqiva. My story @QuotedData. The wind-down of Digital [--] Infrastructure $DGI9 goes from bad to worse after former Triple Point managed investment company confirms that its 213m stake in UK broadcasting platform Arqiva will be written off as part of its forthcoming [--] December valuation. The wind-down of Digital [--] Infrastructure $DGI9 goes from bad to worse after former Triple Point managed investment company confirms that its 213m stake in UK broadcasting platform Arqiva will"  
[X Link](https://x.com/FundFanatic/status/2021836731847164252)  2026-02-12T06:40Z [----] followers, [---] engagements


"Picton Property Income #PCTN rallied nearly 6% after the UK real estate investment trust said sector consolidator LondonMetric Property #LMP had taken an interest in the strategic review and sale process it began last month. https://quoteddata.com/2026/02/picton-property-rises-on-interest-from-londonmetric/ https://quoteddata.com/2026/02/picton-property-rises-on-interest-from-londonmetric/"  
[X Link](https://x.com/FundFanatic/status/2021837393699979523)  2026-02-12T06:42Z [----] followers, [---] engagements


"HgCapital #HGT has got another new investor (after Jupiter) with Valhalla Ventures the holding company of former Preqin owners Mark and Linda OHare taking a 3.3% stake after last weeks share price slump. Mark and Linda OHare the couple who made 2bn selling their Preqin data firm to BlackRock in [----] are backing HgCapital Trust $HGT to recover after last weeks slide picking up shares last Friday as their price recovered from the Anthropic selloff. https://t.co/rUuY4QPoN1 Mark and Linda OHare the couple who made 2bn selling their Preqin data firm to BlackRock in [----] are backing HgCapital Trust"  
[X Link](https://x.com/FundFanatic/status/2021838351536402536)  2026-02-12T06:46Z [----] followers, [---] engagements


"FTSE [---] fund manager Schroders #SDR has agreed to a 10bn cash bid from US teachers pension scheme Nuveen. https://www.londonstockexchange.com/news-article/SDR/offer-for-schroders-plc/17457505 https://www.londonstockexchange.com/news-article/SDR/offer-for-schroders-plc/17457505"  
[X Link](https://x.com/anyuser/status/2021847020055486591)  2026-02-12T07:21Z [----] followers, [---] engagements


"Its getting a bit chicken and egg at Edinburgh Worldwide #EWI as Saba offers shareholders a 100% tender offer if it ousts the board. Of course investors wouldnt need that if Saba wasnt trying to take control for a third time Saba Capital has sought to deflect criticism of its third attempt to replace Edinburgh Worldwide $EWI board by proposing a full cash exit near net asset value for shareholders who dont want to remain invested in a trust dominated by hedge fund activist. https://t.co/EYfcYKjIjr Saba Capital has sought to deflect criticism of its third attempt to replace Edinburgh Worldwide"  
[X Link](https://x.com/FundFanatic/status/2021956177869836519)  2026-02-12T14:34Z [----] followers, [---] engagements


"Association of Investment Companies has written to FCA & Department for Business calling for limit to times one shareholder can requisition a meeting with same proposals. This follows Saba Capitals third attempt to remove Edinburgh Worldwide #EWI board. https://www.theaic.co.uk/aic/news/press-releases/aic-act-now-to-protect-investors-from-sabas-repetitive-attacks https://www.theaic.co.uk/aic/news/press-releases/aic-act-now-to-protect-investors-from-sabas-repetitive-attacks"  
[X Link](https://x.com/FundFanatic/status/2021963610235314411)  2026-02-12T15:04Z [----] followers, [---] engagements


"Saba tightening its grip on #SEIT @FundFanatic @QuotedData https://t.co/5srLUwIr1w https://t.co/naS0Kinn7m @FundFanatic @QuotedData https://t.co/5srLUwIr1w https://t.co/naS0Kinn7m"  
[X Link](https://x.com/FundFanatic/status/2021971602179752172)  2026-02-12T15:36Z [----] followers, [---] engagements


"Panmure Liberum analyst Rae Maile said Nuveens 612p per share 9.9bn acquisition of Schroders was too cheap but what can you do despite its 29% premium. He said the family has clearly decided to move on but the rest of us will be poorer for it. https://citywire.com/new-model-adviser/news/soaring-schroders-buoys-ftse-as-uk-economy-moves-into-the-slow-lane/a2483773 https://citywire.com/new-model-adviser/news/soaring-schroders-buoys-ftse-as-uk-economy-moves-into-the-slow-lane/a2483773"  
[X Link](https://x.com/FundFanatic/status/2022198646247219333)  2026-02-13T06:38Z [----] followers, [----] engagements


"Anthropic the AI firm whose new legal tool sent software and data companies share prices tumbling last week has raised $30bn at $350bn valuation from investors including GIC Coatue Founders Fund and Nvidia. Baillie Gifford trusts like #SMT also own stakes. Anthropic raises $30bn at a $350bn valuation in latest funding round https://t.co/dwZvlNQoZu Anthropic raises $30bn at a $350bn valuation in latest funding round https://t.co/dwZvlNQoZu"  
[X Link](https://x.com/anyuser/status/2022199799974703182)  2026-02-13T06:42Z [----] followers, [---] engagements


"But referring to Purplebricks failure to disintermediate estate agencies Stifel analyst John Cahill: Im not sure how well-founded these fears are given the personal nature of the housing market it has remained almost exclusively a physical salesperson-driven industry. Property companies latest to be caught up in AI sell-off on fears chatbots could replace estate agents. In London Savills fell 7.5% & office landlord IWG declined 8%. On Wall Street property giants Cushman & Wakefield & CBRE fell 9% and 12% respectively. https://t.co/xWIy6OnxYh Property companies latest to be caught up in AI"  
[X Link](https://x.com/FundFanatic/status/2022202475936461154)  2026-02-13T06:53Z [----] followers, [----] engagements


"Shares in Magnum Ice Cream Company dived 16% after the Unilever spin-off reported a slide in sales volumes in its first interims exacerbating fears that the category is vulnerable to the growing use of weight-loss drugs. https://www.thetimes.com/article/df04ef07-b664-4824-ad7a-8ab9d0f62898shareToken=54cfe711e34bd51a56478a757f79ef40 https://www.thetimes.com/article/df04ef07-b664-4824-ad7a-8ab9d0f62898shareToken=54cfe711e34bd51a56478a757f79ef40"  
[X Link](https://x.com/anyuser/status/2022203347155964241)  2026-02-13T06:57Z [----] followers, [---] engagements


"A 3bn attempt to modernise the state-owned savings bank NS&I has been a full-spectrum disaster parliaments spending watchdog has concluded in a damning report. https://www.theguardian.com/money/2026/feb/13/attempt-to-modernise-ns-and-i-full-spectrum-disaster-mps-spending-watchdog-finds https://www.theguardian.com/money/2026/feb/13/attempt-to-modernise-ns-and-i-full-spectrum-disaster-mps-spending-watchdog-finds"  
[X Link](https://x.com/FundFanatic/status/2022203552559468562)  2026-02-13T06:57Z [----] followers, [----] engagements


"Brunner #BUT the top performing global trust over 5yrs lagged AI driven markets last year but believes its balanced quality growth approach will come good again. Brunner $BUT promises to protect shareholders from excessive AI speculation after underperforming extraordinarily narrow market rally. The 635m quality growth stock portfolio made 9% in year to [--] Nov trailing 15.8% from its composite global benchmark. https://t.co/ZBytwbeaNK Brunner $BUT promises to protect shareholders from excessive AI speculation after underperforming extraordinarily narrow market rally. The 635m quality growth"  
[X Link](https://x.com/anyuser/status/2022204839082828078)  2026-02-13T07:02Z [----] followers, [---] engagements


"Good morning I hope you find my early morning tweets useful. Im now shifting to @quoteddata to cover this mornings investment company news starting with a strategic review at #EOT"  
[X Link](https://x.com/anyuser/status/2022214422874452278)  2026-02-13T07:41Z [----] followers, [---] engagements


"@MarkDampier @QuotedData Thanks Mark"  
[X Link](https://x.com/FundFanatic/status/2022240063883751702)  2026-02-13T09:22Z [----] followers, [--] engagements


"Relx the UK analytics and information business hit hard in the Anthropic scare rose 3.9% after CEO Erik Engstrom told investors at its annual results: The continued evolution of artificial intelligence is enabling us to add more value to our customers. https://www.thisismoney.co.uk/money/markets/article-15552779/Relx-boss-seeks-reassure-investors-AI-threat-huge-selloff.html https://www.thisismoney.co.uk/money/markets/article-15552779/Relx-boss-seeks-reassure-investors-AI-threat-huge-selloff.html"  
[X Link](https://x.com/FundFanatic/status/2022200647274090766)  2026-02-13T06:46Z [----] followers, [---] engagements


"Severely underperforming European Opportunities Trust #EOT rose 2.5% after 405m Alexander Darwall managed fund once a top performer launched a strategic review ahead of a continuation vote in Oct. Merger cash exit or switch to open-end fund are options https://quoteddata.com/2026/02/european-opportunities-trust-launches-strategic-review-as-25-tender-offer-and-continuation-vote-loom/ https://quoteddata.com/2026/02/european-opportunities-trust-launches-strategic-review-as-25-tender-offer-and-continuation-vote-loom/"  
[X Link](https://x.com/FundFanatic/status/2022595407029633332)  2026-02-14T08:54Z [----] followers, [---] engagements


"Standard Chartered #STAN fell 5% after banks finance chief and frontrunner to succeed chief executive Bill Winters resigned to work at US private capital group Apollo Global Management. https://www.thisismoney.co.uk/money/markets/article-15545711/2billion-man-quits-banking-giant-Shares-Liverpool-FC-sponsor-Standard-Chartered-tumble-high-flyer-jumps-ship.html https://www.thisismoney.co.uk/money/markets/article-15545711/2billion-man-quits-banking-giant-Shares-Liverpool-FC-sponsor-Standard-Chartered-tumble-high-flyer-jumps-ship.html"  
[X Link](https://x.com/FundFanatic/status/2021471581566812652)  2026-02-11T06:29Z [----] followers, [----] engagements


"Property companies latest to be caught up in AI sell-off on fears chatbots could replace estate agents. In London Savills fell 7.5% & office landlord IWG declined 8%. On Wall Street property giants Cushman & Wakefield & CBRE fell 9% and 12% respectively. https://www.telegraph.co.uk/business/2026/02/12/property-sector-investors-bet-ai-replace-estate-agents/ https://www.telegraph.co.uk/business/2026/02/12/property-sector-investors-bet-ai-replace-estate-agents/"  
[X Link](https://x.com/FundFanatic/status/2022201808169443635)  2026-02-13T06:50Z [----] followers, [----] engagements


"As far as I can see Elliott Advisors multibillion-pound position in LSEG hasnt been disclosed in an RNS yet so is presumably no more than about 1bn as that would leave it just below 3% in the 38bn stock exchange operator https://www.thetimes.com/article/55c51291-1a8b-4b57-b204-c0692cc9fc75shareToken=c66a4fda62420dae3797091083e7000f https://www.thetimes.com/article/55c51291-1a8b-4b57-b204-c0692cc9fc75shareToken=c66a4fda62420dae3797091083e7000f"  
[X Link](https://x.com/FundFanatic/status/2022955801447395704)  2026-02-15T08:47Z [----] followers, [---] engagements


"US private credit funds lending to software companies have fallen over fears AI tools will squeeze tech companies & leave them unable to repay debts. S&P Business Development Companies index shed $2.2bn this week. Hercules & Blue Owl Capital among fallers. https://www.telegraph.co.uk/business/2026/02/05/billions-wiped-off-shadow-banks-as-ai-threatens-defaults/ https://www.telegraph.co.uk/business/2026/02/05/billions-wiped-off-shadow-banks-as-ai-threatens-defaults/"  
[X Link](https://x.com/FundFanatic/status/2019662268917596631)  2026-02-06T06:39Z [----] followers, [---] engagements


"Sultan Ahmed bin Sulayem head of Dubais global ports operator DP World resigns over his links to Jeffrey Epstein. The UK development finance agency & Canada's second largest pension fund La Caisse this week suspended new investment in the firm says @bbc https://www.bbc.co.uk/news/articles/ce82xgd2g3yo https://www.bbc.co.uk/news/articles/ce82xgd2g3yo"  
[X Link](https://x.com/FundFanatic/status/2022583138459754541)  2026-02-14T08:06Z [----] followers, [---] engagements


"UK defence stocks rose after Britain & allies pledged 26bn in military aid for Ukraine. BAE Systems climbed 2.9% Rolls-Royce 3.7% Babcock 1.2%. Britain will also spend over 400m on long-range & hypersonic missiles this financial year says@thisismoney https://www.thisismoney.co.uk/money/markets/article-15558547/Defence-stocks-boosted-26bn-Ukraine-aid-pledge.html https://www.thisismoney.co.uk/money/markets/article-15558547/Defence-stocks-boosted-26bn-Ukraine-aid-pledge.html"  
[X Link](https://x.com/FundFanatic/status/2022584865367998824)  2026-02-14T08:13Z [----] followers, [---] engagements


"NatWest has fallen 18% since [--] Feb partly on fears bank overpaid in 2.7bn buy of Evelyn Partners on [--] Feb. Unveiling 7.7bn annual profits up a quarter CEO Paul Thwaite blamed economic & political uncertainty saying it was a strategic asset. https://www.telegraph.co.uk/business/2026/02/13/study-tech-if-you-want-to-work-in-banking-natwest-chief/ https://www.telegraph.co.uk/business/2026/02/13/study-tech-if-you-want-to-work-in-banking-natwest-chief/"  
[X Link](https://x.com/FundFanatic/status/2022590514516590832)  2026-02-14T08:35Z [----] followers, [---] engagements


"Diverse Income #DIVI could also exit the investment trust sector. The 275m UK equity income fund run by Gervais Williams & Martin Turner @Premier_Miton is looking at replacing annual exit facility that has halved it in 3yrs but a switch to an open-ended fund is also an option. Diverse Income $DIVI the 275m UK equity income fund run by Premier Miton small-cap stock pickers Gervais Williams and Martin Turner could sadly be the next investment trust lining up an exit from the closed-end fund sector. https://t.co/h7VJHPzo82 Diverse Income $DIVI the 275m UK equity income fund run by Premier Miton"  
[X Link](https://x.com/FundFanatic/status/2022598475079389660)  2026-02-14T09:07Z [----] followers, [----] engagements


"Bill Ackman coerced and bullied Howard Hughes directors into an unfair deal that hurt minority investors according to a class action lawsuit in Delaware by a Charter Township of Shelby pension scheme. Pershing Square told Bloomberg the lawsuit was entirely without merit. Bill Ackmans Pershing Square is facing a shareholder lawsuit challenging a deal it struck last year with real estate company Howard Hughes aimed at eventually creating a business similar to Warren Buffetts Berkshire Hathaway https://t.co/dRb3oxbLPo Bill Ackmans Pershing Square is facing a shareholder lawsuit challenging a"  
[X Link](https://x.com/FundFanatic/status/2023125642582127054)  2026-02-15T20:01Z [----] followers, [---] engagements


"London-based Balderton Capital has sold around $2bn of its Revolut stake in the past year cementing the place of its early 1m investment in the fintech as one of the most lucrative bets in European venture capital history says @FT. Billions from a million: the London VC that hit the jackpot with Revolut https://t.co/q44D1drMwz Billions from a million: the London VC that hit the jackpot with Revolut https://t.co/q44D1drMwz"  
[X Link](https://x.com/FundFanatic/status/2011328488872268021)  2026-01-14T06:44Z [----] followers, [---] engagements


"Schroders #SDR rallied 8% to a 2yr high after fund manager said adjusted profits for [----] would come in 15% higher than expectations. SDR is 9th biggest holding of #FGT so that was much-needed good news for Nick Train @finsburygt on same day as trusts AGM https://www.thetimes.com/article/f014ca1d-07bc-437c-b405-09fb819e8435shareToken=602809c6593b7644a2e2409749391113 https://www.thetimes.com/article/f014ca1d-07bc-437c-b405-09fb819e8435shareToken=602809c6593b7644a2e2409749391113"  
[X Link](https://x.com/FundFanatic/status/2012050921396617325)  2026-01-16T06:34Z [----] followers, [---] engagements


"UK government-backed campaign to kickstart retail investment in corporate bonds starts today. London Stock Exchange will launch Access Bonds kitemark & Financial Conduct Authority will let issuers tag straightforward offerings as Plain Vanilla Listed Bonds https://www.thetimes.com/article/7747c493-ade5-4173-a979-0d5652c4ab72shareToken=4a111cf5abc3ffcd8d43a0e6796196c7 https://www.thetimes.com/article/7747c493-ade5-4173-a979-0d5652c4ab72shareToken=4a111cf5abc3ffcd8d43a0e6796196c7"  
[X Link](https://x.com/FundFanatic/status/2013136734284894254)  2026-01-19T06:29Z [----] followers, [---] engagements


"The 28bn UK National Wealth Fund (NWF) is nearing a deal to plough taxpayer cash into Oxa formerly Oxbotica the driverless car software provider founded by Oxford Uni prof Paul Newman. It was first company to trial driverless cars on UK roads in [----]. https://www.telegraph.co.uk/business/2026/01/18/reeves-tens-millions-pounds-into-self-driving-car-company/ https://www.telegraph.co.uk/business/2026/01/18/reeves-tens-millions-pounds-into-self-driving-car-company/"  
[X Link](https://x.com/FundFanatic/status/2013137611624214945)  2026-01-19T06:33Z [----] followers, [---] engagements


"Scottish Mortgage Trust #SMT factsheet confirms last months doubling in SpaceX valuation to $800bn pushed @bailliegifford flagship above 30% cap on unquoted companies with 35.2% of 15.7bn portfolio in unlisted stocks. SpaceX now a 15.2% holding. https://citywire.com/new-model-adviser/news/scottish-mortgage-surpasses-private-limit-after-spacex-revision/a2481998 https://citywire.com/new-model-adviser/news/scottish-mortgage-surpasses-private-limit-after-spacex-revision/a2481998"  
[X Link](https://x.com/FundFanatic/status/2013141820021108932)  2026-01-19T06:49Z [----] followers, [---] engagements


"Marks & Spencers chief technology officer Josie Smith has quit less than a year after a crippling cyber attack. https://www.thisismoney.co.uk/money/markets/article-15481159/Marks-Spencer-technology-officer-quits-year-crippling-cyber-attack.html https://www.thisismoney.co.uk/money/markets/article-15481159/Marks-Spencer-technology-officer-quits-year-crippling-cyber-attack.html"  
[X Link](https://x.com/FundFanatic/status/2013866109921886511)  2026-01-21T06:47Z [----] followers, [---] engagements


"Beazley rejects 7.7bn takeover bid by Zurich Insurance saying it undervalues the firm and its prospects. Shares in Lloyds insurer have soared 38% this week in response. https://www.thisismoney.co.uk/money/markets/article-15487297/Beazley-rejects-Zurichs-takeover-bid-undervalues-firm-7-7bn.html https://www.thisismoney.co.uk/money/markets/article-15487297/Beazley-rejects-Zurichs-takeover-bid-undervalues-firm-7-7bn.html"  
[X Link](https://x.com/FundFanatic/status/2014590937209475193)  2026-01-23T06:48Z [----] followers, [---] engagements


"Smithson #SSON urges shareholders to vote in two general meetings next month as the 1.6bn global smaller companies investment trust & Saba target prepares to liquidate and convert to an open-ended investment company (OEIC) called Smithson Equity Fund. https://quoteddata.com/2026/01/goodbye-smithson-hello-sninvc-outgoing-trust-chooses-odd-name-for-successor-fund/ https://quoteddata.com/2026/01/goodbye-smithson-hello-sninvc-outgoing-trust-chooses-odd-name-for-successor-fund/"  
[X Link](https://x.com/FundFanatic/status/2014592590176256474)  2026-01-23T06:54Z [----] followers, [---] engagements


"Saba Capital revealed a 5.3% position in GCP Infrastructure #GCP sending debt funds highly discounted shares 2.5% higher. Move by activist hedge fund comes as GCP investors wait for big disposal by manager Gravis Capital that could see a return of capital https://quoteddata.com/2026/01/gcp-infrastructure-shares-gain-after-saba-takes-over-5-stake-in-high-yielding-debt-fund/ https://quoteddata.com/2026/01/gcp-infrastructure-shares-gain-after-saba-takes-over-5-stake-in-high-yielding-debt-fund/"  
[X Link](https://x.com/FundFanatic/status/2014593716250423652)  2026-01-23T06:59Z [----] followers, [---] engagements


"Asset Value Investors the activist manager of #AGT & #MIGO trusts warned HarbourVest Global Private Equity #HVPE it would vote against 2.3bn funds continuation if it did not do more on its chronic 28% share price discount. It wants a wind-down or sale. https://quoteddata.com/2026/01/avi-says-harbourvest-global-private-equity-should-stop-flying-blind-and-put-itself-up-for-sale/ https://quoteddata.com/2026/01/avi-says-harbourvest-global-private-equity-should-stop-flying-blind-and-put-itself-up-for-sale/"  
[X Link](https://x.com/FundFanatic/status/2014971623913168992)  2026-01-24T08:00Z [----] followers, [---] engagements


"Baillie Gifford US Growth chair Tom Burnet frustrated by Saba Capital laying siege to trust with a 29% stake but refusing to talk. He said #USA could not follow 100% tender offer defences of Saba targets #HRI & #IEM because of its 35% in unquoted stocks. https://www.thetimes.com/article/2b94af7c-7502-4f65-a906-f7d4cdc27c28shareToken=e8d72b121fe0a2808dca20dc84ad95a1 https://www.thetimes.com/article/2b94af7c-7502-4f65-a906-f7d4cdc27c28shareToken=e8d72b121fe0a2808dca20dc84ad95a1"  
[X Link](https://x.com/FundFanatic/status/2014975939516514763)  2026-01-24T08:17Z [----] followers, [---] engagements


"Rick Rieder CIO of Global Fixed Income at BlackRock has vaulted to top of betting markets as a contender for Federal Reserve chair after President Donald Trump spoke effusively of the bond expert who frequently appears on CNBC & other business programmes https://uk.finance.yahoo.com/news/financial-trading-master-rick-rieder-020447767.html https://uk.finance.yahoo.com/news/financial-trading-master-rick-rieder-020447767.html"  
[X Link](https://x.com/FundFanatic/status/2015667529306251543)  2026-01-26T06:06Z [----] followers, [---] engagements


"The 900m Invesco Asia Dragon #IAD enjoyed a strong half-year since absorbing a rival Aberdeen Asia trust last year. In six months to [--] Oct portfolio managers Ian Hargreaves & Fiona Yang generated a 34.1% return to beat MSCI AC Asia ex-Japans 31.4%. https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/ https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/"  
[X Link](https://x.com/FundFanatic/status/2015670659309809844)  2026-01-26T06:18Z [----] followers, [---] engagements


"Baillie Gifford Shin Nippon #BGS the 338m Japanese smaller companies trust trying to reset under new fund manager Brian Lum issued a circular for a tender offer letting shareholders sell 15% of their shares at a 2% discount to asset value. https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/ https://quoteddata.com/2026/01/morning-briefing-resi-portfolios-under-offer-invesco-asia-dragon-off-to-a-flying-start-baillie-gifford-shin-nippon-launches-15-tender-offer/"  
[X Link](https://x.com/FundFanatic/status/2015670921034404343)  2026-01-26T06:19Z [----] followers, [---] engagements


"@PJL_UK Well it was about double the size 5yrs ago Theres lots of debate about investment company size. Plenty of good reasons to be bigger of course but 338m is still pretty decent currently"  
[X Link](https://x.com/FundFanatic/status/2015706363435872720)  2026-01-26T08:40Z [----] followers, [--] engagements


"Hargreaves Lansdown cuts annual platform charge from 0.45% to 0.35% intros [----] fund dealing charge hikes max annual fee for shares trusts ETFs in ISA & slashes online share dealing fee from [-----] to [----]. @hlinvest says [--] in [--] benefit or pay same. https://www.thisismoney.co.uk/money/diyinvesting/article-15498167/hargreaves-lansdown-cuts-fees.html https://www.thisismoney.co.uk/money/diyinvesting/article-15498167/hargreaves-lansdown-cuts-fees.html"  
[X Link](https://x.com/FundFanatic/status/2016038853845364939)  2026-01-27T06:41Z [----] followers, [----] engagements


"Gold rose 1.7% to $5075.97 & silver rose 5% to fresh high of $107.99 an oz. Yen rose over 1% to [------] per dollar after violent moves late last week sparked speculation of first joint USJapan intervention in [--] years to stabilise the Japanese currency. https://www.thetimes.com/article/f6942f24-764e-4233-897b-8402b58b60efshareToken=6e1a64e31a50f376ed69afb5441cc3df https://www.thetimes.com/article/f6942f24-764e-4233-897b-8402b58b60efshareToken=6e1a64e31a50f376ed69afb5441cc3df"  
[X Link](https://x.com/FundFanatic/status/2016040685594427741)  2026-01-27T06:48Z [----] followers, [---] engagements


"James Carthew @QuotedData: If Saba rejects the first Herald #HRI tender & then decides to exit in the second it has wantonly destroyed a decades old trust with a great track record and an exciting future for no advantage. https://citywire.com/investment-trust-insider/news/james-carthew-heralds-saba-retaliation-is-an-existential-gamble/a2482582 https://citywire.com/investment-trust-insider/news/james-carthew-heralds-saba-retaliation-is-an-existential-gamble/a2482582"  
[X Link](https://x.com/FundFanatic/status/2016043177719771335)  2026-01-27T06:58Z [----] followers, [---] engagements


"Brevan Howard manager of 1.3bn London-listed hedge fund BH Global #BHMG appears to be taking a step to narrow its 10% discount by launching a new private fund that could buy its shares as well as those of the master fund in which it invests. https://quoteddata.com/2026/01/bh-macro-rises-on-hopes-new-brevan-howard-hedge-fund-will-buy-its-shares-and-narrow-their-discount/ https://quoteddata.com/2026/01/bh-macro-rises-on-hopes-new-brevan-howard-hedge-fund-will-buy-its-shares-and-narrow-their-discount/"  
[X Link](https://x.com/FundFanatic/status/2016044245702828107)  2026-01-27T07:02Z [----] followers, [---] engagements


"RT @KobeissiLetter: BREAKING: Details of the historic trade deal between India and the EU have emerged: [--]. Eliminates tariffs on 90% of g"  
[X Link](https://x.com/FundFanatic/status/2016398159778385980)  2026-01-28T06:29Z [----] followers, [----] engagements


"Pound rose to near 5yr high against dollar +0.8% to nearly $1.38 as investors continued to ditch greenback amid President Trumps erratic policymaking while signs of UK post-budget bounce propped sterling. In past [--] months has risen by 10% against $ https://www.thetimes.com/article/6c881c61-3a25-475d-b2cf-719e2b57f6fashareToken=d752b8ff554f6f1ed8ff12e2673f8638 https://www.thetimes.com/article/6c881c61-3a25-475d-b2cf-719e2b57f6fashareToken=d752b8ff554f6f1ed8ff12e2673f8638"  
[X Link](https://x.com/FundFanatic/status/2016398929101746263)  2026-01-28T06:32Z [----] followers, [---] engagements


"RT @Frencheconomics: You have to go back to pre-GFC to see anything comparable. Given how implicitly long USD UK portfolios are this has th"  
[X Link](https://x.com/FundFanatic/status/2016399012413251776)  2026-01-28T06:32Z [----] followers, [--] engagements


"Ground rents paid to freeholders on in England & Wales are to be capped at [---] a victory for leaseholders but landlord lobby group Residential Freehold Association slams it as wholly unjustified interference with existing property rights that could hurt investor confidence. Just published: front page of the Financial Times UK edition Wednesday January 28https://t.co/nfDjxy2bVl https://t.co/Z8tG4HYcRK Just published: front page of the Financial Times UK edition Wednesday January 28https://t.co/nfDjxy2bVl https://t.co/Z8tG4HYcRK"  
[X Link](https://x.com/FundFanatic/status/2016400725908107266)  2026-01-28T06:39Z [----] followers, [----] engagements


"Anthropic the AI start-up backed by Scottish Mortgage Trust #SMT and other @BaillieGifford investment trusts is set to raise about $20bn from venture capitalists and other investors double the sum it had previously targeted. Anthropic doubles VC fundraising to $20bn on surging investor demand https://t.co/zpLEA47xXN Anthropic doubles VC fundraising to $20bn on surging investor demand https://t.co/zpLEA47xXN"  
[X Link](https://x.com/FundFanatic/status/2016403293027656157)  2026-01-28T06:49Z [----] followers, [---] engagements


"Im off to tweet this mornings investment company news @QuotedData if youd like to join me there"  
[X Link](https://x.com/FundFanatic/status/2016407247664939227)  2026-01-28T07:05Z [----] followers, [---] engagements


"Gold extends its blistering rally to hit a record just shy of $5600 an ounce as investors seek safety amid geopolitical & economic uncertainties says @reuters while silver came within whisker of breaching $120. Gold up 27% this year after 64% surge in 2025"  
[X Link](https://x.com/anyuser/status/2016760951857459586)  2026-01-29T06:30Z [----] followers, [---] engagements


"A mixed update from London-listed Mexican miner Fresnillo #FRES in which it trimmed production guidance saw shares dip 0.5% but still up 545% in a year. @ft says worlds biggest miners have added neat half a trillion dollars to their valuations this year. https://www.thetimes.com/article/14aa1f6a-ee98-4b83-9718-cbe475db7328shareToken=0b23d625514aa81af57f4517ee0a4487 https://www.thetimes.com/article/14aa1f6a-ee98-4b83-9718-cbe475db7328shareToken=0b23d625514aa81af57f4517ee0a4487"  
[X Link](https://x.com/FundFanatic/status/2016761495590215827)  2026-01-29T06:33Z [----] followers, [---] engagements


"British Land #BLND put Life Science REIT #LABS shareholders out of their misery with 150m cash and shares recommended bid pitched 26% below asset value. The shares jumped 21% or 7.5p to 42.9p. Shares in listed renewables funds like $UKW $NESF $BSIF rise after government takes least damaging option in changing the inflation link in its ROC and FIT incentive payments. Dept for Energy is going for immediate switch from RPI to CPI. https://t.co/i53UnIMz3E Shares in listed renewables funds like $UKW $NESF $BSIF rise after government takes least damaging option in changing the inflation link in its"  
[X Link](https://x.com/FundFanatic/status/2016761861434159373)  2026-01-29T06:34Z [----] followers, [---] engagements


"Next Energy Solar #NESF led rally in renewables funds after government announced least damaging reform option in changing inflation link in incentives to CPI. NESF +4.7% to 51.3p expressed disappointment & confirmed earlier estimate of 2% knock to net asset value of 2p per share. Shares in listed renewables funds like $UKW $NESF $BSIF rise after government takes least damaging option in changing the inflation link in its ROC and FIT incentive payments. Dept for Energy is going for immediate switch from RPI to CPI. https://t.co/i53UnIMz3E Shares in listed renewables funds like $UKW $NESF $BSIF"  
[X Link](https://x.com/FundFanatic/status/2016762406035239115)  2026-01-29T06:36Z [----] followers, [---] engagements


"Edinburgh Worldwide #EWI may have won its 2nd battle with Saba Capital last week but the war with its hostile 30% shareholder continues. Analysts say activist hedge fund likely to table another challenge to board at next AGM as soon as next month. https://citywire.com/investment-trust-insider/news/what-next-for-edinburgh-worldwide/a2482780 https://citywire.com/investment-trust-insider/news/what-next-for-edinburgh-worldwide/a2482780"  
[X Link](https://x.com/FundFanatic/status/2016764430571217071)  2026-01-29T06:44Z [----] followers, [---] engagements


"Im switching @QuotedData to tweet this mornings news"  
[X Link](https://x.com/FundFanatic/status/2016769172835913852)  2026-01-29T07:03Z [----] followers, [---] engagements


"Neil Wilson @marketsneil investor strategist @SaxoUK warns that the recent precious metals run 'has all the hallmarks of a speculative squeeze that is increasingly disorderly volatile and dangerous' as gold drops 2.7% to $5181.86. https://www.thisismoney.co.uk/money/markets/article-15509047/Gold-boom-propels-FTSE-mining-shares-price-nears-5-600-metals-madness-signal-hard-times-come-investors.html https://www.thisismoney.co.uk/money/markets/article-15509047/Gold-boom-propels-FTSE-mining-shares-price-nears-5-600-metals-madness-signal-hard-times-come-investors.html"  
[X Link](https://x.com/FundFanatic/status/2017123716002357343)  2026-01-30T06:32Z [----] followers, [---] engagements


"Meta said its capital spending could nearly double to $135bn this year as part of its increasingly radical AI plans while record revenue sent its shares up 10% in New York. https://www.theguardian.com/technology/2026/jan/28/meta-earnings-fourth-quarter https://www.theguardian.com/technology/2026/jan/28/meta-earnings-fourth-quarter"  
[X Link](https://x.com/FundFanatic/status/2017126098891411918)  2026-01-30T06:41Z [----] followers, [---] engagements


"Happy days for Lloyds #LLOY investors as bank pays a 1.4bn dividend and announced a 1.75bn share buyback after posting strong full-year results with profits of almost 6.7bn. https://www.thetimes.com/article/df0b504f-a406-488e-987e-c73ed297a810shareToken=4bc90874b743dda0ed83ad6e764c4bdd https://www.thetimes.com/article/df0b504f-a406-488e-987e-c73ed297a810shareToken=4bc90874b743dda0ed83ad6e764c4bdd"  
[X Link](https://x.com/FundFanatic/status/2017128391904837740)  2026-01-30T06:50Z [----] followers, [---] engagements


"Greencoat UK Wind #UKW made a significant change to its dividend policy. Logical but big news for income investors from Greencoat UK Wind $UKW which will now link dividends to CPI not RPI following the government's indexation announcement yesterday. https://t.co/pcya2H9PU9 Logical but big news for income investors from Greencoat UK Wind $UKW which will now link dividends to CPI not RPI following the government's indexation announcement yesterday. https://t.co/pcya2H9PU9"  
[X Link](https://x.com/FundFanatic/status/2017129131431878861)  2026-01-30T06:53Z [----] followers, [----] engagements


"Different views on new Fed chair. Ex-UK chancellor George Osborne: Kevin Warsh is an excellent choice smart serious experienced knows the new economy as well as the old this is the job he was put on earth to do. https://www.thetimes.com/article/00a021ab-c277-4596-b9a9-6e97190a1715shareToken=ba70e566e66e47247205e492f305f9df https://www.thetimes.com/article/00a021ab-c277-4596-b9a9-6e97190a1715shareToken=ba70e566e66e47247205e492f305f9df"  
[X Link](https://x.com/FundFanatic/status/2017499436046324010)  2026-01-31T07:25Z [----] followers, [---] engagements


"Krishna Guha head of central bank strategy at Evercore ISI said Warsh should help stabilise the dollar but advised caution: We see Warsh as a pragmatist not an ideological hawk in the tradition of the independent conservative central banker. https://www.thetimes.com/article/00a021ab-c277-4596-b9a9-6e97190a1715shareToken=cdd4df4e61093fb9a815e047eb9f1800 https://www.thetimes.com/article/00a021ab-c277-4596-b9a9-6e97190a1715shareToken=cdd4df4e61093fb9a815e047eb9f1800"  
[X Link](https://x.com/FundFanatic/status/2017500757499498760)  2026-01-31T07:30Z [----] followers, [---] engagements


"Donald Trump said it was inappropriate to ask Kevin Warsh if he would cut interest rates. I dont want to ask him that question. I think its inappropriate. The US president added: I want to keep it nice and pure but he certainly wants to cut rates. https://www.telegraph.co.uk/business/2026/01/30/dollar-us-federal-reserve-kevin-warsh-donald-trump-ftse-100/ https://www.telegraph.co.uk/business/2026/01/30/dollar-us-federal-reserve-kevin-warsh-donald-trump-ftse-100/"  
[X Link](https://x.com/FundFanatic/status/2017501610558033980)  2026-01-31T07:34Z [----] followers, [---] engagements


"@Telegraph says silver tumbled 26% to $83.81 an oz from record high of $121. Gold also rocked by Trumps nomination ofmarket-friendly Kevin Warshas Fed chair falling almost 10% to $4850. CME Group raising traders margins may also have forced selling. https://www.telegraph.co.uk/business/2026/01/30/dollar-us-federal-reserve-kevin-warsh-donald-trump-ftse-100/ https://www.telegraph.co.uk/business/2026/01/30/dollar-us-federal-reserve-kevin-warsh-donald-trump-ftse-100/"  
[X Link](https://x.com/FundFanatic/status/2017505702332215687)  2026-01-31T07:50Z [----] followers, [---] engagements


"Norways $2tn wealth fund would lose almost a quarter of its equity portfolio value in the event of climate shocks and more than half would be wiped out by a correction in AI valuation its latest modelling shows @FT. Norways $2tn fund stress tests hits from climate shocks to AI correction https://t.co/wVYK0uYWKP Norways $2tn fund stress tests hits from climate shocks to AI correction https://t.co/wVYK0uYWKP"  
[X Link](https://x.com/FundFanatic/status/2017507299930096042)  2026-01-31T07:56Z [----] followers, [---] engagements


"After their incredible runs in the past year London-listed mining & commodities investment companies #BSRT #CYN #BRWM and #GPM slid 7%-9% in the precious metals selloff yesterday"  
[X Link](https://x.com/FundFanatic/status/2017514815065825765)  2026-01-31T08:26Z [----] followers, [---] engagements


"Chrysalis #CHRY fell 6% after growth capital fund revealed 3.7% hit from slide in credit provider Klarnas shares since IPO in November & possibly temporary 35.5m cut in value of insurer wefox as it seeks funding. Starling the challenger bank that = 53% of portfolio rose 29.5m Chrysalis update: an "uncertainty discount" on wefox as the online insurer seeks further funding also weighed on $CHRY although its major holding in Starling bank gained 29.5m in value in the last quarter. https://t.co/0Kg3rb8Eva Chrysalis update: an "uncertainty discount" on wefox as the online insurer seeks further"  
[X Link](https://x.com/FundFanatic/status/2017518380543091137)  2026-01-31T08:40Z [----] followers, [----] engagements


"Brevan Howard says opportunity set in its global markets remains compelling after its London-listed BH Macro #BHMG hedge fund confirms it will hold and $ share class closure meetings next month due to their 8% discounts. https://quoteddata.com/2026/01/bh-global-says-outlook-compelling-as-it-gives-shareholders-another-vote-on-the-brevan-howard-hedge-funds-future/ https://quoteddata.com/2026/01/bh-global-says-outlook-compelling-as-it-gives-shareholders-another-vote-on-the-brevan-howard-hedge-funds-future/"  
[X Link](https://x.com/FundFanatic/status/2017520133023957094)  2026-01-31T08:47Z [----] followers, [---] engagements


"@Telegraph technology editor @jamestitcomb writes about @moltbook the new robot-only website that AI researcher Andrej @karpathy describes as the most incredible sci-fi takeoff-adjacent thing I have seen recently. https://www.telegraph.co.uk/business/2026/01/31/liberty-equality-singularity-bots-uprising-ai-chat-forum/ https://www.telegraph.co.uk/business/2026/01/31/liberty-equality-singularity-bots-uprising-ai-chat-forum/"  
[X Link](https://x.com/FundFanatic/status/2017859164974785015)  2026-02-01T07:14Z [----] followers, [---] engagements


"@Reuters says SpaceX generated c$8bn profit on $15bn-$16bn revenue last yr as Elon Musk rocket company prepares for $1.5tn IPO that would boost @bailliegifford trust holders #SMT #EWI #MNTN #USA. Reuters also says SpaceX in merger talks with Musks xAI. https://www.reuters.com/business/finance/spacex-generated-about-8-billion-profit-last-year-ahead-ipo-sources-say-2026-01-30/ https://www.reuters.com/business/finance/spacex-generated-about-8-billion-profit-last-year-ahead-ipo-sources-say-2026-01-30/"  
[X Link](https://x.com/FundFanatic/status/2017871921505829325)  2026-02-01T08:05Z [----] followers, [---] engagements


"India's budget unveils further 9% increase in infrastructure spending & 20% more on defence. Growth expected to slow slightly next year after 7.4% lift in GDP this financial year as US President Donald Trump's 50% tariffs take greater toll @BBC. https://www.bbc.co.uk/news/articles/c3dm790vxlko https://www.bbc.co.uk/news/articles/c3dm790vxlko"  
[X Link](https://x.com/FundFanatic/status/2018214537581707369)  2026-02-02T06:46Z [----] followers, [---] engagements


"Shares in 3i Infrastructure #3IN fell 4% after the 3.4bn top performer in its sector shocked investors with news of an impending write-down of its 212m investment in German telecom provider DNS:NET. https://quoteddata.com/2026/02/3i-infrastructure-hit-by-212m-dnsnet-write-down/ https://quoteddata.com/2026/02/3i-infrastructure-hit-by-212m-dnsnet-write-down/"  
[X Link](https://x.com/FundFanatic/status/2018579972965732740)  2026-02-03T06:59Z [----] followers, [---] engagements


"Times says tech firms were out of favour as investors worried about pricey valuations & whether Wall Streets AI rally has reached its peak. Advanced Micro Devices tumbled 17% after forecast disappointing quarterly revenue. Palantir fell 12%. https://www.thetimes.com/article/c0f5d7d1-1d6c-4b50-84bf-09e9e1592f2dshareToken=c9d6fc082e965c2959e5a9ef794e2ac1 https://www.thetimes.com/article/c0f5d7d1-1d6c-4b50-84bf-09e9e1592f2dshareToken=c9d6fc082e965c2959e5a9ef794e2ac1"  
[X Link](https://x.com/FundFanatic/status/2019296079452221561)  2026-02-05T06:24Z [----] followers, [---] engagements


"Google Finance shows tech trusts #PCT #MNL #ATT down 4%-7% in past [--] trading days not far behind Nick Trains #FGT but worst hit UK trust is HgCapital #HGT down 22% as private equity fund focuses on enterprise & accounting software providers potentially challenged by Anthropic"  
[X Link](https://x.com/FundFanatic/status/2019301415244746852)  2026-02-05T06:45Z [----] followers, [---] engagements


"Citywire has more on #HGT including news that London-based Boldhaven Management upped its short position in the trust to 0.63% before the selloff. https://citywire.com/new-model-adviser/news/hgcapital-slides-9-as-new-anthropic-tool-shakes-up-software/a2483199 https://citywire.com/new-model-adviser/news/hgcapital-slides-9-as-new-anthropic-tool-shakes-up-software/a2483199"  
[X Link](https://x.com/FundFanatic/status/2019304175704723488)  2026-02-05T06:56Z [----] followers, [---] engagements


"Manchester & London #MNL fund manager Mark Sheppard @MLCCapman slashed his position in Microsoft #MSFT from 21.8% to 4.8%. He tells Citywire Microsoft would be shielded due to it being a hyperscaler that is growing very fast but decided to downsize. https://citywire.com/investment-trust-insider/news/manchester-and-london-slashes-microsoft-amid-software-sell-off/a2483240 https://citywire.com/investment-trust-insider/news/manchester-and-london-slashes-microsoft-amid-software-sell-off/a2483240"  
[X Link](https://x.com/FundFanatic/status/2019307154256097737)  2026-02-05T07:08Z [----] followers, [---] engagements


"Matt Swannell at EY ITEM Club: While the decision to keep Bank rate unchanged 3.75% was as expected todays 5-4 vote clearly puts a March cut on the table. https://www.thisismoney.co.uk/money/markets/article-15533131/Pound-falls-gilt-yields-saw-rate-cut-hints-turmoil-No-10.html https://www.thisismoney.co.uk/money/markets/article-15533131/Pound-falls-gilt-yields-saw-rate-cut-hints-turmoil-No-10.html"  
[X Link](https://x.com/FundFanatic/status/2019661174908785095)  2026-02-06T06:35Z [----] followers, [---] engagements


"Amazon falls 10% after its forecast for first quarter operating income of $16.5-$21.5bn missed $22.04bn estimate & worlds biggest online retailer expected to invest $200bn in capital expenditure this year compared with analysts estimate of $144.67bn. https://www.thetimes.com/article/c69473e0-1cee-4707-a95f-057a0f225b3dshareToken=2509600a26f69167990c4e9bb3d88035 https://www.thetimes.com/article/c69473e0-1cee-4707-a95f-057a0f225b3dshareToken=2509600a26f69167990c4e9bb3d88035"  
[X Link](https://x.com/FundFanatic/status/2019661540584993104)  2026-02-06T06:36Z [----] followers, [---] engagements


"Visma a large software company backed by private equity firm Hg and its Hg Capital Trust #HGT is considering a delay to a potential 19bn flotation in London. Software sell-off threatens to delay Londons 19bn Visma float https://t.co/C9a2ct6lX0 Software sell-off threatens to delay Londons 19bn Visma float https://t.co/C9a2ct6lX0"  
[X Link](https://x.com/FundFanatic/status/2019662958767513831)  2026-02-06T06:42Z [----] followers, [---] engagements


"Delighted to have won Best Online Journalist at AIC Awards last night @TrustInsider @AICPRESS. Wish I'd worn a tie though https://x.com/AICPRESS/status/913702732170694657 Best Online Journalist - Gavin Lumsden Citywire @FundFanatic @Citywire @CitywireMoney https://t.co/LXEffgXuno https://x.com/AICPRESS/status/913702732170694657 Best Online Journalist - Gavin Lumsden Citywire @FundFanatic @Citywire @CitywireMoney https://t.co/LXEffgXuno"  
[X Link](https://x.com/FundFanatic/status/913708545765466112)  2017-09-29T10:14Z [----] followers, [--] engagements

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