Recent years have been dire for shareholders in long-duration assets, with rising interest rates driving a de-rating of high-yielding alternatives trusts including infrastructure and real estate-focused funds to deep NAV (net asset value) discounts.But there is now potential for significant re-ratings across this space as central bank rates decline and the competition from cash and government bond

JPMorgan Global Core Real Assets(JARA) 74pMarket Cap: £154.4 millionIt has been a rough couple of years for shareholders in long-duration assets as rising interest rates have sent them to deep NAV (net asset value) discounts.With central banks signaling the end of the rate-hiking cycle and inflation heading back down, former headwinds are now set to turn into tailwinds.!function(){"use strict";wi

JP Morgan Global Core Real Assets (JARA) 104.5p Gain to date: 28.6%We recommended buying JP Morgan Global Core Real Assets (JARA) in July 2021, noting that the shares were trading on a 12 month low and a 8% discount to net asset value.This looked interesting given the shares had traded at a premium to net asset value of 15% at the beginning of 2021 and the fund also offered investors a degree of i

The first half of 2022 has been tough for both experienced and novice investors with very few places to hide. However, it was possible to make money if you backed oil and gas producers and defensive stocks, among several other sectors.Virtually nobody would have predicted that the UK's FTSE 100 would have been the best performing major stock market index in the world, down just under 3% for the pe

It is one thing for analysts to forecast which stocks and sectors will do well in a rising-rate or inflationary environment, but when it actually comes to pass it's always fascinating to see what works in practice.Judging by the list of stocks making 12-month highs over the past week, those who favoured real assets were on the money.Standing tall are 3i Infrastructure (3IN), AEW UK REIT (AEWU), GC

The year so far has seen significant volatility for global stock markets driven by concerns over red-hot inflation, the impact on share prices of rising interest rates and war in Ukraine.Crunching the latest data from Winterflood Investment Trusts, Shares has spotted that discounts to net asset value have widened on a variety of trusts with interesting strategies and prospects.BANKERS ON SALEFor i

It comes as quite a shock that Liontrust Asset Management (LIO) has scrapped plans to launch an ESG (environmental, social and governance) investment trust.It might have been more understandable if Liontrust was a newbie to the world of sustainable investing, but it has built a rich pedigree in the discipline, managing ESG funds for over 20 years and having more than £10 billion of assets under m

Considering the amount of discussion about investors' need for some inflation protection for their portfolios, it's somewhat surprising to see a real assets investment trust trading at a sizeable discount to net asset value.As well as sitting at an 8% discount to NAV, compared with a premium of 15% at the start of the year, shares in JP Morgan Core Real Assets (JARA) are trading at a 12-month low,

There has been a dearth of companies floating on the UK stock market this year, perhaps understandably given Brexit-induced volatility.A mere 25 companies have floated in London so far in 2019, compared with 87 in 2018 and 106 in 2017 excluding listings classified as international offerings where stocks aren't available to retail investors. The majority have chosen to list on the Main Market with

When it comes to saving and investing, the earlier you start the better - but getting young people interested in finance isn't always easy.Starting your investment journey at an early age has myriad benefits; your money has longer in the market to grow and can enjoy the benefits for compound interest for more years. Starting early also gets you into a great habit and makes investing an everyday co