January 2025
Strategy
Any given Sunday
We ask if the stars are aligning for US small-caps…
15 Jan
15 Jan
2025 Kepler Ratings
Kings of the castle
We reveal the winners of our 2025 investment trust ratings…
08 Jan
08 Jan
Special report
On a path to renewed growth
EWI portfolio companies are showing clear signs of success…
06 Jan
06 Jan
Strategy
Our top picks for 2025
We put a finger in the air and name the trusts we think will deliver the best share price total returns in the year ahead…
01 Jan
01 Jan
Market insight
January is hedging time
We highlight an updated BH Macro research note, podcast interview with the Chairman, and upcoming webinar from the manager…
20 Jan
20 Jan
Opinion
Avoiding the news in investment trust land isn’t an option right now
Minority shareholders should not be allowed to dictate to the majority...
17 Jan
17 Jan
Trust issues
Trust Issues: investing in hedge funds with BH Macro’s Richard Horlick
We discuss opportunities for investors in the hedge fund sector with BH Macro Chairman Richard Horlick...
14 Jan
14 Jan
Market insight
Will 2025 be the year infra & renewables trusts decouple from Gilts?
Rising bond yields have translated to poor performance from high yielding sectors, yet their inflation-link and other factors may lead to a recovery…
13 Jan
13 Jan
Trust issues
Trust Issues: investing in innovation with EWI’s Svetlana Viteva
EWI is trying to identify tomorrow’s winners early on in their journey…
10 Jan
10 Jan
Trust issues
Trust Issues: investing in UK small-cap equities with BRSC
We discuss opportunities for investors in UK small-caps and how BRSC adds alpha through active management...
09 Jan
09 Jan
Features
SAINTS spotlight: turbulence beneath the surface
In the first instalment of their new quarterly series, the Scottish American Investment Company (SAINTS) team shares updates on their recent search for new long-term compounders...
10 Jan
10 Jan
Features
SWCC Showa: rewiring Japan
Discover the company revitalising Japan’s outdated power network. And how one of the country’s rare female bosses transformed the traditionalist engineering firm into an innovation powerhouse. Financial journalist Joji Sakurai explains more...
10 Jan
10 Jan
News
Results analysis: BlackRock Income and Growth
Stock selection has driven BRIG’s excess returns versus the FTSE All-Share…
07 Jan
07 Jan
Fund Research
TR Property
TRY’s resilient performance positions it for a property recovery...
17 Jan
17 Jan
Fund Research
Fidelity European Trust
FEV has delivered consistent outperformance and strong dividend growth…
17 Jan
17 Jan
Fund Research
HICL Infrastructure
HICL’s discount widens, yet the portfolio is showing positive signs…
15 Jan
15 Jan
Fund Research
Octopus Renewables Infrastructure
ORIT’s broadly diversified renewables portfolio is significantly undervalued...
15 Jan
15 Jan
Fund Research
Mercantile
MRC is positioned to benefit from a recovery of the UK economy…
14 Jan
14 Jan
Fund Research
Edinburgh Worldwide
EWI is one of few ways to access Elon Musk’s SpaceX…
08 Jan
08 Jan
Fund Research
BH Macro
BHMG offers exposure to ‘real deal’ hedge fund returns...
08 Jan
08 Jan
December 2024
Strategy
Are you not entertained?
Our analysts discuss the greatest story ever told…
26 Dec
26 Dec
Opinion
Market Matters with Schroder UK Mid Cap's Jean Roche
We discuss big picture market insights with leading investment experts...
23 Dec
23 Dec
Opinion
Trust Issues: investing in frontier markets with BRFI
We discuss opportunities for investors in frontier markets and why BRFI is well-positioned to benefit from strong growth drivers in the region...
23 Dec
23 Dec
News
Results analysis: Jupiter Green
JGC announces the conclusion of its review…
20 Dec
20 Dec
Fund Research
JPMorgan Japanese
Following the combination with JSGI, JFJ is the largest and lowest-cost trust in the AIC Japan sector…
23 Dec
23 Dec
Fund Research
Brown Advisory US Smaller Companies
BASC’s recovery potential shows through in recent performance…
23 Dec
23 Dec
Fund Research
Aberforth Smaller Companies
ASL’s value roll approach has generated alpha, and is available at an attractive discount…
23 Dec
23 Dec
Fund Research
Vietnam Enterprise Investments
Changes to VEIL’s portfolio under its new manager have already borne fruit…
20 Dec
20 Dec
Fund Research
JPMorgan Indian
JII offers quality India exposure at a wide discount and a competitive cost…
20 Dec
20 Dec
January 2025
Spotlight on Edinburgh Worldwide
Rewatch this webinar from 15th January, when we hear from Edinburgh Worldwide’s Douglas Brodie about exciting innovation themes and the outlook for small-cap growth investing...
1 Session
1 Speaker
January 2025
January 2025
Session
Edinburgh Worldwide
Recorded
15 Jan
Recorded
15 Jan