October 2023
Market insight
Everything is connected
Brown Advisory US Smaller Companies’ manager identifies why one European mega-cap’s success may be leading to over-pessimism in some US small caps…
30 Oct
30 Oct
Market insight
Get real
The prospect of attractive real returns seems to be ignored by the market…
04 Oct
04 Oct
September 2023
Trust Issues
A biotech bounce back? With IBT Manager Ailsa Craig - Podcast: Trust Issues #22
We talk the move to Schroders, managing risk, and reinvesting the proceeds of M&A activity...
28 Sep
28 Sep
Opinion
Ohayō Japan!
Our analysts discuss what they think may be a new dawn for the Land of the Rising Sun...
27 Sep
27 Sep
August 2023
Opinion
UK OK, HUN?
Sentiment towards the UK is at rock bottom, which means only one thing…
30 Aug
30 Aug
Trust Issues
Canada: lower valuations and attractive growth - Podcast: Trust Issues #21
We speak to MCT Manager Dean Orrico about the prospects for the equity income trust...
17 Aug
17 Aug
Trust Issues
Investing in Indian stocks, with ANII Manager Kristy Fong - Podcast: Trust Issues #20
We talk high valuations, the upcoming election, and corporate governance...
04 Aug
04 Aug
July 2023
Opinion
Our board and saviour
Boards are proving their value as discounts languish…
26 Jul
26 Jul
Video
Video interview with BBH Manager Paul Major on M&A, buy opportunities and more
We look at whether 2023 is still a 'historic opportunity' to invest in healthcare...
20 Jul
20 Jul
Video
Video interview with JMI Manager Georgina Brittain
We talk valuations, M&A and the attractions of UK small caps...
13 Jul
13 Jul
June 2023
Trust Issues
Semiconductors, infrastructure and consumer growth in Asia, with Abrdn Manager Pruksa Iamthongthong - Podcast: Trust Issues #19
We speak to the DGN manager about some key themes for investors in Asia...
30 Jun
30 Jun
Trust Issues
Investing in Vietnam, with Dragon Capital Founder Dominic Scriven - Podcast: Trust Issues #18
We talk inflation, advances in tech and Vietnam's entry to EM indices...
09 Jun
09 Jun
Trust Issues
Investing in quality companies in Asia, with Schroder AsiaPacific's Abbas Barkhordar - Podcast: Trust Issues #17
We talk China, Vietnam and buy/sell decisions...
01 Jun
01 Jun
May 2023
Trust Issues
Finding the best UK stocks for income, with Dunedin Manager Rebecca Maclean - Podcast: Trust Issues #16
We talk valuations, European stocks, options writing and UK M&A...
26 May
26 May
Trust Issues
Podcast: Trust Issues #15 - Finding opportunities in European real estate, with SERE's Jeff O'Dwyer
We talk inflation, valuations, gearing negotiations and more...
19 May
19 May
April 2023
Trust Issues
Podcast: Trust Issues #14 - Investing for income in Asia
We speak to SOI Manager Richard Sennitt about finding the best dividend payers in the world's largest continent...
21 Apr
21 Apr
Video
Interview with CC Japan Income & Growth's manager Richard Aston
We discuss why Japan has so many opportunities for income investors...
06 Apr
06 Apr
March 2023
Blog
ISA Event: And now for something completely different
Everything you wanted to know about alternatives (but were afraid to ask)...
31 Mar
31 Mar
Head to head
What I’m doing with my allowance this tax year
Two of our analysts debate whether to invest in punchier funds for the long term or take a more cautious view…
30 Mar
30 Mar
Trust Issues
Podcast: Trust Issues #13 - Finding the best growth stocks in China, with ACIC Manager Elizabeth Kwik
It's been an interesting start to life for the trust, which was launched in late 2021...
29 Mar
29 Mar
Blog
ISA Event: Eastern promise
This week we heard from managers in Vietnam, India, China and more…
24 Mar
24 Mar
Blog
A feast for your ISAs – the second course
Dividends, UK small caps, energy and more…
23 Mar
23 Mar
Blog
The first course: week one of our ISA event in review
We look at the first four presentations of our ISA season event…
23 Mar
23 Mar
Trust Issues
Podcast: Trust Issues #12 - Valuations, discounts and rent increases, with UKCM's Will Fulton
We speak to the Abrdn manager about the state of commercial property...
02 Mar
02 Mar
February 2023
Opinion
The real book
SONG’s share price remains at a price that we think is an overreaction to legitimate worries…
23 Feb
23 Feb
Trust Issues
Podcast: Trust Issues #11 - Why healthcare valuations are low
We speak to Bellevue Healthcare manager Brett Darke about the state of the healthcare sector...
20 Feb
20 Feb
Trust Issues
Podcast: Trust Issues #10 - An update on China
We speak to Gavekal's Andrew Batson about what's happening the world's second-largest economy...
17 Feb
17 Feb
January 2023
Trust Issues
Podcast: Trust Issues #9 - Inflation, commodities and streaming, with Izabella Kaminska
We have a meandering conversation about markets in 2023...
26 Jan
26 Jan
Trust Issues
Podcast: Trust Issues #8 - Biotech investing in 2023 with IBT managers
Ailsa Craig and Marek Poszepczynski update us on goings on in the biotech industry...
20 Jan
20 Jan