October 2026
Strategy

Who's afraid of the activist?
We ask what activists have achieved this year, and how boards' responses have left the sector stronger.
07 Oct
07 Oct
Market insight

Biotech’s fundamentals continue to look really good
IBT’s managers explain why M&A has slowed.
05 Oct
05 Oct
Features

Baillie Gifford US Growth Trust: why the Saba vote matters
The US Growth Trust board explains why it opposes Saba’s nominees, why independence matters and how shareholders can have their say at the AGM.
02 Oct
02 Oct
Features

Trip notes: Cleveland, Ohio
Where there’s paint, there’s brass, writes James Dow, manager of The Scottish American Investment Company (SAINTS).
02 Oct
02 Oct
Podcast

Trust Issues: Investing in Japan with CCJI's Theo Wyld
CCJI's Theo Wyld outlines the key dynamics for Japanese stocks.
09 Oct
09 Oct
Podcast

Trust Issues: Investing in Asian equities with JAGI’s Robert Lloyd
The AI revolution is driving economic growth in Asia.
06 Oct
06 Oct
Fund Research

Ashoka WhiteOak Emerging Markets (AWEM)
AWEM’s outperformance since launch has been driven by impressive stock selection.
06 Oct
06 Oct
Fund Research

Invesco Global Equity Income (IGET)
IGET offers differentiated exposure to global equities.
01 Oct
01 Oct
News

Results analysis: Schroder Japan
Strong stock selection sees SJG deliver exceptional returns ahead of the benchmark.
07 Oct
07 Oct
News

Results analysis: Schroder British Opportunities
SBO‘s transition to a private portfolio is complete, with promising operational performance delivered.
05 Oct
05 Oct
September 2026
Strategy

The Small-Cap Odyssey
After a decade adrift, could small cap discounts be the next trade?
30 Sep
30 Sep
Strategy

How do you solve a problem like Korea?
Concentration is rising, but trusts have the tools to take advantage.
23 Sep
23 Sep
Strategy

The winter of discountent
LPE trusts are ramping up returns of capital - what lessons for the rest of the sector?
16 Sep
16 Sep
Market insight

Power play
As AI runs into the limits of the grid, the next phase may be measured in megawatts and metals rather than chips.
28 Sep
28 Sep
Market insight

Higher energy prices look ‘set-in’
UKW’s attractions are coming to the fore.
21 Sep
21 Sep
Events

Hansa Investment Company Limited: shareholder presentation
Register to attend in person in Mayfair or join via live webcast.
22 Sep
22 Sep
Features

Baillie Gifford US Growth Trust: Manager Insights
Investment manager Gary Robinson asks shareholders to vote against Saba’s board nominees and discusses how the Trust’s structure supports long-term growth.
25 Sep
25 Sep
Features

One year on: what the UK's 10-Year Infrastructure Plan means for investors
It's just over a year since the UK Government published its 10-Year Infrastructure Strategy in June 2025, promising £725 billion of public funding. Twelve months on, the early machinery is in place, but the pace of delivery needs to be faster.
25 Sep
25 Sep
Features

The Monks Investment Trust: Manager Insights
Baillie Gifford’s Helen Xiong explains how portfolio changes have strengthened the Trust’s long-term growth prospects beyond the narrow AI rally.
21 Sep
21 Sep
Features

Corporate governance in Japan: The next stage of reform
Corporate Japan is almost unrecognisable compared to just over a decade ago.
17 Sep
17 Sep
Fund Research

Rockwood Strategic (RKW)
RKW continues to capitalise on the numerous undervalued UK micro-caps.
30 Sep
30 Sep
Fund Research

CT UK Capital & Income (CTUK)
CTUK has delivered over three decades of real dividend growth to investors.
29 Sep
29 Sep
Fund Research

Henderson Smaller Companies (HSL)
Strategy refinements and high gearing position HSL strongly for a UK small-cap recovery.
23 Sep
23 Sep
Fund Research

CT Private Equity (CTPE)
CTPE appears to be bucking private equity trends.
23 Sep
23 Sep
Fund Research

M&G Credit Income (MGCI)
MGCI’s yield should rise if interest rates are hiked.
18 Sep
18 Sep
Fund Research

JPMorgan Emerging Markets Dividend Income (JEMI)
JEMI offers a route into emerging markets for dividend seekers.
17 Sep
17 Sep
News

Results analysis: BH Macro
BHMG’s discount narrows, following a number of Board-led initiatives.
30 Sep
30 Sep
News

Results analysis: Vietnam Enterprise Investments
Vietnam’s GDP growth is soaring.
28 Sep
28 Sep
News

Results analysis: Octopus Renewables Infrastructure
ORIT remains on track to pay its target dividend.
25 Sep
25 Sep
News

Results analysis: Neuberger Private Equity Partners
NBPE’s interims show definite indicators of a recovery.
24 Sep
24 Sep

