October 2024
Strategy
Hot property
Are the stars aligning for a revival in the fortunes of the REIT sector?
02 Oct
02 Oct
Market insight
Newcomer AWEM setting its roots in emerging markets
AWEM is off to a strong start, outperforming the index since launch…
07 Oct
07 Oct
Features
Five powerful tailwinds behind Edinburgh Worldwide Investment Trust
Bill Chater, investment specialist, discusses the reasons to be optimistic for the Edinburgh Worldwide Investment Trust (EWIT). From the re-acceleration of growth to the recovery of small cap healthcare stocks. Could this be a generational buying opportunity for small caps and why is EWIT well placed to capitalise on this?
04 Oct
04 Oct
Features
Three key investment themes in European stock markets
The recent French election has created significant disruption in European stock markets (1). On the BlackRock Greater Europe Trust, we choose not to try and anticipate these short-term movements, but instead to look for areas of structural growth and investment themes that can transcend short-term political and economic disruption...
04 Oct
04 Oct
Features
Investing in US markets: Why AI isn't the only source of growth
Investors have narrowly focused on a single growth theme in US markets: AI. In reality, the US has many pockets of structural growth, which can bring opportunities for those investing in North American equities. Demographic shifts and innovation are supporting the healthcare sector, for example, while supply chain changes are supporting a range of industrial companies. Decarbonisation is an important source of growth. There are also clear opportunities in AI beyond the narrow range of infrastructure companies that have led the pack to date...
04 Oct
04 Oct
Features
A winning formula
SERE provides diversification and a focus on fast-growing cities…
02 Oct
02 Oct
Features
Building back better
Why the future’s looking brighter for the UK commercial property sector…
02 Oct
02 Oct
News
Results analysis: Schroders Capital Global Innovation
INOV’s managers have made progress in rebalancing the portfolio to high-growth potential private companies…
04 Oct
04 Oct
News
Results analysis: BH Macro
BHMG reports its interim results...
02 Oct
02 Oct
Fund Research
Global Smaller Companies
GSCT offers comprehensive exposure to small-caps worldwide…
03 Oct
03 Oct
Fund Research
AVI Japan Opportunity
AJOT’s differentiated strategy has produced another strong year…
02 Oct
02 Oct
Fund Research
City of London
A strong year for CTY highlights its attractions…
02 Oct
02 Oct
September 2024
Market insight
MCT is staging a comeback
Falling interest rates are fuelling MCT’s outperformance…
30 Sep
30 Sep
Features
Mined commodities are speeding up the energy transition
Mining has a reputation as a cyclical sector, expanding when economic growth is buoyant and slipping as economies contract. However, today, the dynamics of the mining sector are more complex and nuanced, with the energy transition, shifting geopolitics and even the AI revolution changing the demand patterns for mined commodities...
28 Sep
28 Sep
Features
Fed Cuts Push Gold Higher
Robert Crayfourd and Keith Watson, co-managers of the Golden Prospect Precious Metals fund, which has recorded an over 30% share price increase Year-to-Date, provide their insights...
27 Sep
27 Sep
Features
Diversifying your portfolio to get the best from US equities
The US continues to be a popular choice for investors...
27 Sep
27 Sep
Features
Can investing in frontier markets enhance your portfolio?
Emerging markets are a rich source of potential investment opportunities, but investors may be neglecting some of their most attractive sources of growth. Funds often focus principally on the largest markets – China, India or Taiwan. Looking into the world’s smallest markets – the frontier economies - brings something new and truly different to a portfolio, we believe...
27 Sep
27 Sep
News
Results analysis: JPMorgan Global Growth & Income
JGGI’s outperformance of its benchmark stems from the managers' strong stock selection…
30 Sep
30 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC is well-positioned for a return to company fundamentals…
26 Sep
26 Sep
News
Results analysis: Schroder Japan
SJG has announced an enhanced dividend policy, conditional tender offer and continues to outperform its benchmark…
26 Sep
26 Sep
Fund Research
Ashoka WhiteOak Emerging Markets
AWEM is off to a strong start, outperforming the index since launch…
30 Sep
30 Sep
Fund Research
abrdn New India
ANII has had a strong year, though remains at a wide discount…
30 Sep
30 Sep
Fund Research
European Smaller Companies
ESCT shows how to perform well even when market sentiment is weak...
27 Sep
27 Sep
Fund Research
Pantheon International
PIN's strong diversification characteristics marry with a clearly defined capital allocation policy…
26 Sep
26 Sep
Fund Research
Golden Prospect Precious Metals
With gold at all-time highs, GPM’s portfolio of gold miners looks cheap…
26 Sep
26 Sep
Fund Research
Bellevue Healthcare
BBH looks set for a recovery as interest rates fall…
26 Sep
26 Sep
October 2024
Global equities in a year of change
Join us in October to hear from investment trusts with exposure to the world’s most important equity markets...
4 Sessions
4 Speakers
October 2024
October 2024
Session
Shires Income
9 Oct, 12:30
9 Oct, 12:30
