December 2024
Strategy
Quality will out
Alternative income trusts offer diversification, but stick to high quality…
05 Dec
05 Dec
Monthly roundup
Monthly roundup: updates from the property sector, our income event and digital infra news
Jo, David and Ryan discuss the latest news, reviews and interviews in the investment trust world...
09 Dec
09 Dec
Trust issues
Trust issues: investing in digital infrastructure equity with CORD’s Steven Marshall
We discuss opportunities for investors in the digital infrastructure equity sector with CORD’s Steven Marshall...
09 Dec
09 Dec
Video
Portfolio Insights: GCP Infrastructure on turning waste wood into shareholder returns
We take a tour through GCP's Birmingham Bio Power Facility (BBPL) to find out how they turn waste wood from the local area into renewable energy for 10,00 homes and businesses, and then how this translate into returns for shareholders...
04 Dec
04 Dec
Market insight
Entente Cordiant
CORD’s excellent share price performance demonstrates how discount narrowing can supercharge returns…
02 Dec
02 Dec
Trust issues
Trust issues: investing in infrastructure debt with SEQI's Randall Sandstrom
We discuss opportunities for investors in the infrastructure debt sector with SEQI’s Randall Sandstrom...
02 Dec
02 Dec
Features
Stock Spotlight: JLL
Tye Bousada, Co-CEO from newly onboarded stock picker EdgePoint looks at how property services company JLL assists clients in buying or leasing the buildings that are so important to their operations...
06 Dec
06 Dec
Features
Stock spotlight: Las Vegas Sands
A. Rama Krishna, Founder and CIO of ARGA, discusses resort and casino operator Las Vegas Sands, and why it deserves a place in ARGA’s portfolio...
06 Dec
06 Dec
Features
Creo Medical: at the spearhead of surgery
Meet the company whose ingenious tiny tools probe deep into the body to remove cancer with minimal harm to patients. Milena Mileva, joint manager of the Baillie Gifford UK Growth Trust explains more...
06 Dec
06 Dec
News
Results analysis: SDCL Energy Efficiency Income
SEIT reaffirms dividend target and updates on plans to address the discount…
09 Dec
09 Dec
News
Results analysis: Schroder British Opportunities
SBO's portfolio of private equities have had solid underlying performance...
09 Dec
09 Dec
News
Results analysis: Cordiant Digital Infrastructure
CORD’s excellent share price returns reflect impressive operational performance…
02 Dec
02 Dec
Fund Research
Merchants
MRCH demonstrates strong relative performance and 42 years of consecutive dividend increases…
09 Dec
09 Dec
Fund Research
Fidelity Japan
FJV’s wider-than-average discount could present an attractive entry point as economic pressures ease…
09 Dec
09 Dec
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s underlying fundamentals don’t warrant the discount…
03 Dec
03 Dec
Fund Research
abrdn Asia Focus
AAS offers a portfolio of exciting growth opportunities at a significant discount...
02 Dec
02 Dec
Fund Research
Edinburgh Investment Trust
Strong stock selection across EDIN’s portfolio has been driving returns…
02 Dec
02 Dec
News
Results analysis: Schroder AsiaPacific
SDP is trading at a wide discount despite long-term outperformance…
06 Dec
06 Dec
News
Results analysis: BlackRock Frontiers
BRFI has recorded another strong year…
06 Dec
06 Dec
November 2024
Strategy
What would Kenny Rogers do?
As the world waits for the Trump show to start in earnest, should you hold ‘em, fold ‘em, walk away or run?
27 Nov
27 Nov
Trust issues
Trust Issues: investing in US small-caps with BASC manager Christopher Berrier
We discuss the opportunities in the US small-cap sector with Brown Advisory US Smaller Companies, Christopher Berrier...
28 Nov
28 Nov
Market matters
Market matters with Jasmine Yeo, manager of Ruffer
We discuss big picture market insights with leading investment experts...
27 Nov
27 Nov
Market insight
BH Macro’s strong showing post US election
The Trump presidency promises plenty of disruption, providing a rich opportunity set for macro traders…
25 Nov
25 Nov
Features
Stock spotlight: Nvidia
Tech powerhouse NVIDIA is back under the spotlight, this time with stock picker Mark Baribeau of Jennison Associates...
29 Nov
29 Nov
Features
The Big Question – Are interest rates about to plummet?
Interview with A. Rama Krishna from ARGA, H K Gupta from SGA, and Sands Capital’s Dave Levanson...
29 Nov
29 Nov
Features
Capturing the opportunity in ASEAN markets
Why exposure to ASEAN economies should spell good news for investors...
29 Nov
29 Nov
Features
Pacific Horizon Investment Trust: manager insights
Investment manager Roddy Snell discusses performance, regulation in China, semiconductor exposure, and how the portfolio is positioned for future growth....
29 Nov
29 Nov
News
Results analysis: Schroder UK Mid Cap
SCP remains well positioned for a recovery in UK mid-caps…
28 Nov
28 Nov
Fund Research
NB Private Equity Partners
NBPE can hunker down until realisations improve…
27 Nov
27 Nov
Fund Research
European Opportunities
EOT: a concentrated portfolio of Europe’s leading companies…
27 Nov
27 Nov
Fund Research
JPMorgan Global Emerging Markets Income
JEMI offers core emerging markets exposure with an attractive dividend yield…
27 Nov
27 Nov