December 2023
Strategy

Fool's gold
Cash would have been a poor investment through this period of high inflation…
06 Dec
06 Dec
Events

Don’t Panic!
Our analysts look for value against a backdrop of bombed out investment trust discounts…
05 Dec
05 Dec
Features

How Alnylam’s gene-silencing technology nips disease in the bud
A proven success against rare diseases, Alnylam’s technology is now poised to take on the big global killers, as Douglas Brodie, manager of Edinburgh Worldwide Investment Trust, tells Linda Geddes...
08 Dec
08 Dec
Features

Innovation Nation
China’s economic resurgence was based on a talent for adapting others’ technologies. Now the country is a seedbed of original ideas. Sophie Earnshaw, joint manager of Baillie Gifford China Growth Trust, highlights some of the breakthroughs...
08 Dec
08 Dec
News

Results analysis: Schroder British Opportunities
Robust performance of SBO’s private holdings has driven performance…
06 Dec
06 Dec
News

Results analysis: BlackRock Frontiers
BRFI’s portfolio is delivering strong growth at a time the global economy looks weak…
04 Dec
04 Dec
News

We have lift off
New features on Kepler Trust Intelligence to make your search for the right investment easier…
01 Dec
01 Dec
Fund Research

Brown Advisory US Smaller Companies
BASC’s manager believes low valuations may offer a starting point for long-term outperformance…
08 Dec
08 Dec
Fund Research

Schroder Japan
SJG continues its strong run of performance versus both the index and sector...
08 Dec
08 Dec
Fund Research

Impax Environmental Markets
IEM’s portfolio is cheap, and its shares trade on a wide discount…
08 Dec
08 Dec
Fund Research

Templeton Emerging Markets
TEM offers broad exposure to the growth potential in emerging markets…
07 Dec
07 Dec
Fund Research

Baillie Gifford European Growth
BGEU looks exceptionally cheap given the growth potential in the portfolio…
04 Dec
04 Dec
November 2023
Strategy

Built to last
UK commercial property trusts have weathered a fierce storm, but our analysts think their fortunes may already have passed a nadir..
22 Nov
22 Nov
Opinion

We need to talk about discounts
Discounts are the problem and the solution…
29 Nov
29 Nov
Market insight

Value in the China property sector, who’d have thought it?
FEML’s pair trades are highlighting an interesting way of exploiting value in China’s property sector…
27 Nov
27 Nov
Market Insight

Winds of destiny
Newsflow in the wind sector does nothing to derail the long term attractions of the renewable energy infrastructure sector…
21 Nov
21 Nov
Bull vs Bear

BlackRock Smaller Companies - Bull vs Bear
In this inaugural episode of Bull vs Bear, we look at BlackRock Smaller Companies (BRSC)...
16 Nov
16 Nov
Features

Growth waves: supporting companies, spotting opportunities
How can investors contribute to the success of the companies they back? The Baillie Gifford US Growth Trust’s Kirsty Gibson finds answers in the ocean...
17 Nov
17 Nov
Features

Scottish Mortgage investor webinar: your questions answered
What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this and the questions put to them by its shareholders...
17 Nov
17 Nov
Features

Why it pays to be active in Asia
ATR’s highly active approach has delivered long-term outperformance for shareholders…
15 Nov
15 Nov
News

Results analysis: Rockwood Strategic
RKW still has an exceptional long-term track record, despite a dip in the latest half-year period…
24 Nov
24 Nov
News

Results analysis: Edinburgh Investment Trust
EDIN continues to deliver impressive outperformance versus the FTSE All-Share…
22 Nov
22 Nov
News

Results analysis: Downing Strategic MicroCap
DSM’s wind-down could unlock the value in its portfolio…
16 Nov
16 Nov
Fund Research

abrdn Asia Focus
AAS outperforming its benchmark, which is itself beating large-caps index…
30 Nov
30 Nov
Fund Research

Aberforth Split Level Income
ASIT’s managers: Today’s investment opportunity is amongst the best in Aberforth’s 33 years…
29 Nov
29 Nov
Fund Research

MIGO Opportunities
Manager Nick Greenwood argues current investment trust discounts present a once-in-a-generation opportunity…
29 Nov
29 Nov
Fund Research

BBGI Global Infrastructure
BBGI’s conservative and defensive portfolio offers returns directly linked to inflation…
22 Nov
22 Nov
Fund Research

Asia Dragon
DGN’s combination offers numerous advantages, as well as being on a substantial discount…
20 Nov
20 Nov
Fund Research

European Smaller Companies
ESCT’s manager follows the returns not the crowd...
17 Nov
17 Nov
November 2023
Single manager event: Fidelity China Special Situations
Rewatch our digital webinar where we hear from Dale Nicholls of Fidelity China Special Situations, who provides an update on the outlook for China and the current positioning of Fidelity China Special Situation's portfolio...
1 Session
1 Speaker
30th November 2023
30th November 2023
Session
Fidelity China Special Situations
Recorded
30 Nov
Recorded
30 Nov