New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...
Mid Wynd aims to identify companies which can generate long-term growth whilst keeping a sharp eye on protecting investors’ wealth during negative periods…
Despite clear continuity of management style, the retirement of Andrew Rose has seen this trust move to a wide discount versus peers...
On a discount of 20% this trust could be an interesting option for those who believe the UK will at some point bounce back..
A highly concentrated portfolio, with a focus on capital preservation, makes for an interesting mix for investors in the current volatile market conditions…
Fidelity China Special Situations has outperformed its index by over 20% in five years...
We see few reasons for the currently very wide discount to narrow any time soon...
Invesco UK Equities managers Jonathan Brown and Robin West discuss three stocks that have fulfilled their investment thesis over the last few years...
Utilico Emerging Markets focuses on the infrastructure and utilities sectors, primarily in Latin America...
AEFS offers access to an asset class with low volatility and attractive yields...
ICG Enterprise Trust gives investors access to outperforming private equities...
Amid the recent revival for emerging markets, investors have remained focused on Asian markets. Should they be looking further afield to Latin America? Ed Kuczma, co-manager of the BlackRock Latin ...
Since taking over the portfolio last year, Zehrid Osmani has achieved exceptional returns through a highly concentrated portfolio of growth companies…
Recently-launched JPMorgan Multi Asset Trust (MATE) has started life on the front foot, yielding 4.3% in its first year...
For several years, quality as an investing style has dominated, outperforming both value and growth. We examine why the case for quality remains strong and the importance of taking an active approach…
IVPU’s returns have bounced back in 2019 thanks to a contrarian allocation to domestically-exposed UK stocks…
Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer..
We examine the AIC's revised sector classifications and discuss whether further improvements could be made...
The world’s developing markets may look and feel like large emerging markets, but they bring something new for investors. The team at BlackRock explain why…
Aberdeen New India buys high quality stocks exposed to the fast-growing Indian economy….
Our research shows that attempting to time the market is, more often than not, a mug's game...
This Asia focused trust remains on a far wider discount than its peers despite a marked improvement in performance...
Majedie Investments (MAM) offers a solid income combined with a diversified allocation to a range of funds....
Invesco's Head of UK Equities Mark Barnett talks through his outlook for the UK economy...
Kepler Trust Intelligence readers can now follow a trust to receive instant notifications when the research is updated...
The managers of JPMorgan Smaller Companies apply a clear, consistent process to UK smaller companies to produce consistent returns...
Chelverton UK Dividend Trust (SDV) is an income-generating smaller companies UK trust...
JPMorgan Indian (JII) owns a portfolio of Indian equities, with a bias to quality, invested over the long term...
Aberdeen Standard Asia Focus (AAS) aims to generate long-term capital growth from a valuation-sensitive approach to Asian smaller companies..
JPMorgan Global Growth & Income combines a strong track record of NAV growth with a robust yield...
