April 2024
Strategy
Tall poppies
We highlight those trusts having to print new shares to keep up with demand…
03 Apr
03 Apr
Blog
Lying down
AI revenues don’t seem to match investment in chips…
05 Apr
05 Apr
Features
Edinburgh Worldwide Investment Trust’s vision on pioneering technologies
Discover how the Edinburgh Worldwide Investment Trust navigates the complexities of the modern investment landscape, embracing the challenges and opportunities presented by emerging technologies and market shifts...
05 Apr
05 Apr
Features
The Brandtech Group: masters of modern marketing
While every company is now clamouring to integrate AI into its offering, digital marketing agency The Brandtech Group has a nine-year head start. Founder and CEO David Jones tells Scottish Mortgage’s Lawrence Burns how he plans to stay ahead of the curve...
05 Apr
05 Apr
News
Results analysis: Schroders Capital Global Innovation
Recent corporate activity could indicate INOV’s new strategy is working…
05 Apr
05 Apr
News
Results analysis: BBGI Global Infrastructure
BBGI offers long term income and capital growth and, on the current wide discount, could be an interesting option for those seeking exposure to infrastructure assets…
03 Apr
03 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
03 Apr
03 Apr
March 2024
Strategy
Seoul searching
South Korea is looking to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, just like Japan's…
27 Mar
27 Mar
Strategy
How to grow old gracefully (and preferably rich)...
Ahead of the final week of our event, focused on retirement planning, we consider some of the complexities of portfolio construction…
20 Mar
20 Mar
Guides
Investing in commodities with investment trusts
How investment trusts can provide investors with access to the high-growth commodities sector…
28 Mar
28 Mar
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
Features
Investing in a new recipe for weight loss: the rise of GLP-1 drugs
Baillie Gifford investment manager Ross Mathison discusses Danish pharmaceuticals company Novo Nordisk’s weight loss drug Wegovy and other related treatments and the growth opportunity they offer...
22 Mar
22 Mar
Features
Schroder AsiaPacific Fund plc: Why active investing works in Asia
How a consistent, disciplined investment approach can add value
22 Mar
22 Mar
Features
Don’t stop believing
Why the UK small-cap sector is ready to shake off its shackles after a tough few years…
20 Mar
20 Mar
Features
A head scratcher
BBGI’s high yield looks secure but the trust continues to trade at a wide discount…
19 Mar
19 Mar
News
Results analysis: Octopus Renewables Infrastructure
ORIT delivers another year of dividend increases in line with CPI, as well portfolio sales above valuation, demonstrating the validity of the net asset value. But against a weak macro background the discount has widened to over 30%...
28 Mar
28 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
News
Results analysis: JPMorgan American
JAM continues to cement its position as a core US equity trust with another year of outperformance…
27 Mar
27 Mar
News
Flash update: Henderson European Focus (HEFT) and Henderson EuroTrust (HNE) proposed merger
What are the benefits of the Proposed merger of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE)?
26 Mar
26 Mar
News
Results analysis: Ashoka India Equity
AIE has been the best-performing trust in its sector since its IPO in 2018…
19 Mar
19 Mar
News
Results analysis: BlackRock World Mining
BRWM: Green demand is supporting commodity prices while China is weak…
18 Mar
18 Mar
Fund Research
JPMorgan US Smaller Companies
JUSC: diversification and valuation opportunity in US smaller companies…
28 Mar
28 Mar
Fund Research
M&G Credit Income
MGCI offers an exceptionally high yield from a portfolio of high credit quality...
28 Mar
28 Mar
Fund Research
Allianz Technology Trust
ATT offers significantly discounted exposure to the technology sector…
26 Mar
26 Mar
Fund Research
Bellevue Healthcare
BBH could be poised for strong performance as the rate cycle eases…
21 Mar
21 Mar
Fund Research
Greencoat UK Wind
Chunky dividend cover is the key to UKW’s resilient proposition…
20 Mar
20 Mar
Fund Research
Schroder European Real Estate
SERE's high and covered dividend is arguably undervalued by a very wide discount...
20 Mar
20 Mar
Fund Research
International Biotechnology
Ailsa Craig and Marek Poszepczynski are celebrating their first three years as managers of IBT…
18 Mar
18 Mar