For the second year running we examine trusts on discounts which, in our view, don't make sense...
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
CTY’s manager is seeing a good recovery in portfolio income, in turn leading to improved dividend cover…
While the economic outlook may be good for JUSC’s quality bias, its current discount offers an attractive entry point…
JFJ trades at an attractively wide discount, and this could be a chance to ‘buy the dip’…
The UK has had a strong start to the year, a welcome relief after a tough few years. David Goldman, Co-Manager on the BlackRock Income and Growth Investment Trust says that there is more to come fr...
USF is now paying cash-covered dividends in line with its fully operational target of 5.5 cents per share...
NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…
Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio...
The nimblest firms are often those that don’t fight disorder but embrace it. Gary Robinson, co-manager of Baillie Gifford US Growth Trust and Baillie Gifford American Fund, takes lessons from a pio...
JEMI is benefitting from better corporate governance and a burgeoning dividend culture in emerging markets…
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
ASEI has had a strong twelve months as the macro shifts in its favour...
NBMI’s results show the benefits of its new strategy, which has been rewarded with a rapidly narrowing discount…
Macroeconomic factors do not normally play a significant role for stock pickers. However, says Stefan Gries, Co-Portfolio Manager on the BlackRock Greater Europe Investment Trust plc, the European ...
OCI provides more detail on the drivers behind its strong NAV performance and repeatable investment process...
MNP has shown great resilience during the pandemic, thanks to its focus on ‘quality growth’ and diversification…
After a strong period for European equity markets, we ask whether this trend can continue…
UKCM is in a strong position to take advantage of post-pandemic opportunities...
“Rarely better exposed to higher quality or more transformational science”...
DGN offers core exposure to high quality Asian companies and trades on a wide discount…
SWEF’s managers describe ‘the strongest pipeline of opportunities since inception'...
JEDT’s shares are trading at the widest discount of any European trust…
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
Our analyst argues Rishi is right to worry about government debt and borrowing…
Join the investment companies team at Kepler Trust Intelligence on 30 September as we examine investment trusts trading on discounts that, in the view of our analysts, don’t reflect their true pote...
Sophie Earnshaw, co-manager of the Baillie Gifford China Growth, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the tr...
We ask which global equity trusts have outperformed through the different stages of the pandemic…
CCJI has recently outperformed its peers and benchmark, while still being the highest-yielding trust in its sector…
FEET has seen improved performance after a strategic shift under the new manager…
