"'A clear and comprehensive guide to a sector every intelligent investor needs to know about' –Martin Vander Weyer, Business Editor, The Spectator
The ninth edition of the annual investment handbook often referred to as the City's best-kept secret.
Expertly edited by Jonathan Davis, professionally qualified investor, Financial Times columnist and editor of the Money Makers newsletter and podcast, The Investment Trusts Handbook 2026 is the connoisseur's choice among a raft of investment guides.
With articles by more than twenty different authors, including analysts, fund managers and investment writers, plus more than eighty pages of detailed data and analysis, this latest edition is an indispensable companion for anyone looking to invest in the investment trust sector.
Contributors this year include Ben Conway, Charlotte Morris, and Tom Treanor, covering everything from the impact of the US tariffs and future predictions about active EFTs, to emerging trends such as the possibility of AI-managed portfolios and the growing importance of private investors in the investment trusts market.
'The Handbook has become the Wisden of the Investment Trust world – trusted and illuminating' –Simon Elliott, Managing Director, JP Morgan Asset Management"
"Sir Johns philosophy of investing, which is built around the presumption that investors must have the courage and patience to ride out economic and market cycles, remains highly relevant today. In the aftermath of two of the most savage bear markets in living memory, which twice within a decade have seen stock markets around the world fall, peak to trough, by 50%, many investors remain shell-shocked and disillusioned by their losses. Had they followed a disciplined Templeton approach, we can show that they would not have fared anything like as badly as many did. Nor, certainly, would they have become so disheartened. John Templeton, a perennial optimist produced his best investment returns during and immediately after bear markets, underlining that success in investment is just as much about avoiding losses and preserving what you have gained, as it is about picking winners. The authors believe it is important for investors today to appreciate that the events of the past ten years, including the great global financial crisis of 2008-09, reinforce the importance of some fundamental truths about investment. One is that there are always opportunities to make money, even when no, particularly when ?] the outlook appears particularly gloomy."
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