April 2021
Features
Scottish American Investment Company: Income and growth for the next 10 years

In this webinar recording, client director Seb Petit talks to James Dow, co-manager of The Scottish American Investment Company (SAINTS). Dow outlines how a long-term approach and a growth mindset ...

Strategy
Wide Boys

We review our portfolio of chonky discounts as one star performer hits its target…

Fund Research
JPMorgan Indian

JII is the largest and cheapest trust offering exposure to the growth opportunities in India…

Fund Research
Scottish Oriental Smaller Companies

SST has performed strongly after past global crises thanks to its preference for quality companies…

Fund Research
Edinburgh Investment Trust

EDIN’s new management team continue to identify individual stock opportunities in the UK..

Fund Research
AVI Global

AGT’s shares trade on a wide double discount to the portfolio’s underlying NAV…

Features
Baillie Gifford US Growth Trust Webinar

Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and ou...

Strategy
Paging Dr Alpha

The pandemic has boosted secular growth drivers behind healthcare as an investment theme...

Fund Research
Miton UK MicroCap

After an exceptional 2020, MINI may yet have further to go…

News
Results analysis: BlackRock Latin American

We look at how BRLA has performed, and what 2021 might have in store for the trust…

06 April 2021
Features
The UK post-pandemic revival

The UK is back on its feet after a tough pandemic and protracted Brexit negotiations, says David Goldman, Co-Manager of the BlackRock Income and Growth Investment Trust plc.

Fund Research
Impax Environmental Markets

IEM’s valuation-led approach to growth investing has delivered strong returns through cycles...

March 2021
Head to head
East End boys and West End girls

Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…

Fund Research
JPMorgan Japanese

JFJ continues to be at the heart of Japan’s new growth, with a portfolio of quality growth stocks that has delivered long term outperformance…

Fund Research
Hipgnosis Songs

With additional portfolio disclosures recently made, SONG looks set to benefit from tailwinds in the music industry…

Fund Research
JPMorgan American

JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…

Features
A change in name, a change of strategy, it’s all positive

In this webinar recording, Rosie Rankin, a specialist on the Baillie Gifford Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Tr...

Fund Research
UK Commercial Property REIT

UKCM has weathered the pandemic, and now has cash to invest for income growth…

Fund Research
RIT Capital Partners

RCP continues to deliver on its aims of long-term capital growth while preserving shareholders’ capital...

Features
Mining in 2021: the start of a new cycle?

After a good year in 2020, the mining sector is only in the foothills of a new cycle, driven by economic recovery and green infrastructure investment, says Evy Hambro, Co-Manager of the BlackRock W...

Fund Research
M&G Credit Income

MGCI offers a high yield with low asset value volatility, low duration and an investment grade rating…

News
Results analysis: Starwood European Real Estate Finance

The results for the year ending 31/12/20 show resilience during the pandemic and the shares look good value at an 18% discount to NAV…

26 March 2021
News
Results analysis: JPMorgan Smaller Companies

JMI continues to be a compelling proposition for investors even on a tighter discount, after releasing a strong set of half-year results this morning…

25 March 2021
Fund Research
JPMorgan Asia Growth & Income

JAGI offers a high dividend from a growth-oriented portfolio…

Fund Research
JPMorgan MidCap

Despite a strong long-term track record, JMF is currently on a wide discount…

Opinion
Gold is money, everything else is on Reddit

Initial winners in the COVID-19 crisis, gold bullion and gold miners pulled back over H2 2020. Is now an opportune moment to build exposure...

Strategy
Shoot to Thrill: ISA targets for long term growth

We all intend to invest for the long-term but can often be distracted by the news...

Fund Research
Lindsell Train

LTI offers access to Nick Train’s asset management company, and it is trading on a historically low premium…

News
Results analysis: Aberdeen Smaller Companies Income

Reporting results for the year ending 31 Dec 2020, ASCI remains a solid trust on a significant discount to peers…

22 March 2021
Fund Research
Syncona

Syncona is a unique vehicle offering exposure to high growth, although not without risks...

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