With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. Baillie Gifford investment manager Moritz Sitte explores what this means for the future...
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. In our Short Briefings on Long Term Thinking podcast, Moritz Sitte explores what this m...
We join fifteen fund managers to discuss the outlook for all of the key themes, regions and sectors as UK investors look beyond Brexit and COVID-19 to an uncertain, but certainly interesting, futur...
We join fifteen fund managers to discuss the outlook for all of the key themes, regions and sectors as UK investors look beyond Brexit and COVID-19 to an uncertain, but certainly interesting, futur...
We join fifteen fund managers to discuss the outlook for all of the key themes, regions and sectors as UK investors look beyond Brexit and COVID-19 to an uncertain, but certainly interesting, futur...
IAT has significantly outperformed in Ian Hargreaves’ first five years as sole manager…
ANII is the top-performing India trust over five years…
We update our annual quantitative ratings for investment trusts…
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
FEV offers investors a balanced exposure to European equities, with a strong performance record and dividend yield…
BRNA offers a disciplined US value opportunity with superior income attributes…
BRIG has substantial revenue reserves to support dividend growth...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
IBT offers a differentiated way to access strong growth prospects at an undemanding valuation...
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
Blackrock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...
Having increased its dividend every year since 1992, BCI retains substantial revenue reserves…
OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...
BRGE offers a bottom-up European equity portfolio and a strong track record…
One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…
BlackRock Frontiers has seen a dramatic improvement in performance since its year end, and the managers are excited about the outlook…
HONY aims for an 8% yield from asset-backed lending and has so far weathered the pandemic well…
Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...
How sustainability has gone from zero to hero in 2020…
Witan has bounced back from Q1 2020, making the 7.6% discount potentially attractive…
PRSR offers an alternative way to gain investment exposure to the supply constrained UK housing market…
ATT offers a unique portfolio of technology stocks, performing strongly during COVID-19…
The team behind the newly revamped Jupiter Green believe the COVID crisis has sharpened the focus on sustainability, creating a multi-decade opportunity for companies in the portfolio…
