September 2021
Fund Research
BlackRock Income & Growth

BRIG’s substantial revenue reserves should continue to support dividend growth…

Fund Research
BlackRock Latin American

BRLA offers an annualised yield of 5% from a region which should benefit from a global recovery…

Events
Now that's what I call a discount 2021!

For the second year running we examine trusts on discounts which, in our view, don't make sense...

Strategy
Even better than the real thing

We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...

Fund Research
City of London

CTY’s manager is seeing a good recovery in portfolio income, in turn leading to improved dividend cover…

Fund Research
JPMorgan US Smaller Companies

While the economic outlook may be good for JUSC’s quality bias, its current discount offers an attractive entry point…

Fund Research
JPMorgan Japanese

JFJ trades at an attractively wide discount, and this could be a chance to ‘buy the dip’…

Features
Does the UK market still have potential?

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...

News
Results analysis: US Solar Fund

USF is now paying cash-covered dividends in line with its fully operational target of 5.5 cents per share...

20 September 2021
News
Flash update: NB Private Equity Partners

NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…

20 September 2021
Features
Baillie Gifford UK Growth Trust - Manager Insights

Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio...

Features
Why companies should embrace chaos

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...

Fund Research
JPMorgan Global Emerging Markets Income

JEMI is benefitting from better corporate governance and a burgeoning dividend culture in emerging markets…

Strategy
Bargains galore

We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…

Fund Research
Aberdeen Standard Equity Income

ASEI has had a strong twelve months as the macro shifts in its favour...

News
Results analysis: NB Global Monthly Income

NBMI’s results show the benefits of its new strategy, which has been rewarded with a rapidly narrowing discount…

14 September 2021
Features
The European Green deal: when macroeconomics matter

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 ...

News
Results analysis: Oakley Capital Investments

OCI provides more detail on the drivers behind its strong NAV performance and repeatable investment process...

10 September 2021
Fund Research
Martin Currie Global Portfolio

MNP has shown great resilience during the pandemic, thanks to its focus on ‘quality growth’ and diversification…

Strategy
What next for European equities?

After a strong period for European equity markets, we ask whether this trend can continue…

Fund Research
UK Commercial Property REIT

UKCM is in a strong position to take advantage of post-pandemic opportunities...

Fund Research
BB Healthcare

“Rarely better exposed to higher quality or more transformational science”...

Fund Research
Asia Dragon

DGN offers core exposure to high quality Asian companies and trades on a wide discount…

News
Results analysis: Starwood European Real Estate Finance

SWEF’s managers describe ‘the strongest pipeline of opportunities since inception'...

07 September 2021
Fund Research
JPMorgan European Discovery

JEDT’s shares are trading at the widest discount of any European trust…

Strategy
Winter is coming

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...

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