In focus
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: JPMorgan American
JAM continues to cement its position as a core US equity trust with another year of outperformance…
27 Mar
27 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
In case you missed...
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
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
Market Insight
BoJ rate hike underlines that Japan has changed
Japan raising interest rates is a positive, but the real story is corporate governance reform…
25 Mar
25 Mar
Keep up to date with our weekly research newsletter