April 2024
Head to head
Is ESG finished?
Two of our analysts debate whether it’s time to give up on ESG…
24 Apr
24 Apr
Blog
(Don’t) forget the price tag
With the dollar rallying once again, investors ignore foreign currency movements at their peril…
19 Apr
19 Apr
Blog
Inflationary trends
A higher US CPI print is indicative of lurking inflationary trends...
12 Apr
12 Apr
Trust Issues
The opportunity in Japan, with CCJI's Richard Aston - Podcast: Trust Issues #28
We discuss policy changes, small and mid-caps, and Richard's approach to valuations...
09 Apr
09 Apr
March 2024
Blog
Healthcare, UK valuations, and renewables
We take a look back at the final week of our ISA event…
28 Mar
28 Mar
Trust Issues
High yield UK stocks, with AEI Manager Thomas Moore – Podcast: Trust Issues #28
We talk managing value trap risks, opportunities in the UK, and the outlook for UK equities...
26 Mar
26 Mar
Blog
Trend setters
We take a look at four mega-trends to future-proof your portfolio…
22 Mar
22 Mar
Blog
European momentum and a China alternative
We take a look back at the highlights of this week’s event…
15 Mar
15 Mar
Trust Issues
What's next for BlackRock Frontiers – Podcast: Trust Issues #27
We talk to KTI Research Manager Thomas McMahon about BRFI's performance, diversification benefits, friendshoring, and more...
13 Mar
13 Mar
Blog
Ready steady go
We look back at the first week of our event, discussing sectors ripe for recovery…
08 Mar
08 Mar
Trust Issues
Asia small cap investing with AAS – Podcast: Trust Issues #26
We talk to Manager Gabriel Sacks about valutions, performance, and more...
07 Mar
07 Mar
Blog
Making up for lost time
Why Japan has risen like a phoenix to deliver eye-catching returns for investors…
01 Mar
01 Mar
February 2024
Video
Talking Trusts: An introduction to investing in biotech with International Biotechnology Trust
We talk about what IBT offers for investors looking for exposure to the biotech sector…
27 Feb
27 Feb
Trust Issues
Mergers, preference shares, and small caps – Podcast: Trust Issues #25
We speak to Shires Income's Iain Pyle about goings on at the trust and his outlook for the year...
27 Feb
27 Feb
Blog
An underrated edge
Company meetings give managers a level of access that is difficult for individual investors to obtain…
23 Feb
23 Feb
Video
Talking Trusts: Interview with Richard Staveley, fund manager of Rockwood Strategic
We talk about the attractive valuations in the UK small-cap sector, M&A activity and the outlook for the sector…
20 Feb
20 Feb
Blog
Are we exclusive now?
Whisper, don’t shout, but the European luxury goods sector is one of the top-performers over the last five years…
16 Feb
16 Feb
Trust Issues
Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
14 Feb
14 Feb
Blog
Protecting against the unknown
Accepting that prediction making is flawed makes life easier for investors…
09 Feb
09 Feb
Blog
Extra chips with that please
We take a closer look at the booming semiconductor sector and how investors can tap into its growth potential….
02 Feb
02 Feb
January 2024
Blog
Heading to the polls
We look at elections around the world and what they mean for investors…
26 Jan
26 Jan
Blog
Finding your Eurovision
As one of the top-performing sectors, why does Europe remain strangely out of favour with UK investors?
19 Jan
19 Jan
Blog
Facing the future without fear
Do STEM graduates = money making companies?
12 Jan
12 Jan
Blog
Ditching the crystal ball
We explore the pitfalls of forecasting and an alternative strategy for investors heading into the new year…
05 Jan
05 Jan
December 2023
Blog
This time it’s different
Emerging markets have a very different decade ahead…
29 Dec
29 Dec
Blog
Is greed good?
With the Fear and Greed Index ending the year on a high, is investor optimism justified…?
22 Dec
22 Dec
Blog
What next for Asia?
India looks expensive, but the region as a whole is attractively valued…
15 Dec
15 Dec
Trust Issues
UK equity’s income opportunity with SCF manager Sue Noffke - Podcast: Trust Issues #23
SCF Manager Sue Noffke tells us why the trust has geared up and is overweight small and mid-cap stocks…
12 Dec
12 Dec
November 2023
Opinion
We need to talk about discounts
Viewing investment trust discounts as a problem ignores the crucial role they play in keeping the sector on an even keel...
29 Nov
29 Nov
Blog
An informational edge
Low levels of research create opportunity but aren’t enough to drive returns…
24 Nov
24 Nov