Dave Baxter

January 22, 2025
Herald shareholders reject US activist Saba's proposals
The surprise margin of the vote sends a message to the investment trust sector
January 22, 2025
What we learned from interviewing Saba
Further details emerge about Saba's trust shake-up plan
January 17, 2025
'Can I gift to cut IHT and still live off my portfolio?'
Portfolio Clinic: Decades of patient investing have left this reader with substantial assets and a tax headache. Dave Baxter looks at the options
January 16, 2025
How to vote in Saba's big investment trust battle
We look at the case for backing or opposing the activist investor in each of its seven campaigns
January 10, 2025
The investment trusts cheaper than their fund siblings
Some trusts are a bargain compared with their open-ended equivalents
January 08, 2025
The European funds bucking the downturn
The names making gains in a down market
January 03, 2025
How fund managers are approaching 2025
Latest outlooks point to one big trade for the new year
December 30, 2024
Why ESG funds will continue to struggle in 2025
The hard times aren't over just yet
December 20, 2024
How Baillie Gifford fared in 2024
There's plenty afoot at the asset manager beyond Scottish Mortgage
December 20, 2024
'How do I simplify a £2.6mn portfolio for my wife?'
Portfolio Clinic: Our reader has amassed significant wealth but via some overly complicated portfolios

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