February 2025
Strategy

Lies, damned lies, and statistics
The impact of the pandemic in 2020, and interest rates in 2022, will have a profound effect on performance data in March this year...
12 Feb
12 Feb
Strategy

State (of) capital
With the pandemic excess having faded, what are the prospects for growth capital?
05 Feb
05 Feb
Market insight

Look beneath the surface
High valuations in global equity markets, trade tensions, and potential earnings disappointment could make a compelling case for focusing on more idiosyncratic sources of return…
10 Feb
10 Feb
Monthly roundup

Monthly roundup: the latest on Saba, Asia, EWI and Baroness Ros Altmann
Jo, Ryan and David discuss the latest news and results in the investment trust world...
07 Feb
07 Feb
Trust issues

Trust issues: investing in UK small-caps with RKW manager Richard Staveley
We speak to Richard Staveley, manager of RKW, about the shining stars in the UK small-cap sector...
04 Feb
04 Feb
Features

Edinburgh Worldwide Investment Trust: Manager Insights
Investment manager Douglas Brodie discusses the trust's performance, philosophy and potential for future growth...
14 Feb
14 Feb
Features

High-conviction investing
JGGI’s portfolio manager, James Cook, explains how the trust selects the best 50 global investment ideas from a universe of over 2,500 companies...
12 Feb
12 Feb
Features

The 5 Trends Driving Japanese Stocks in 2025
Between a new PM, sustained inflation and interest rate hikes, Japan wasn't short on key macro developments last year...
10 Feb
10 Feb
Fund Research

Sequoia Economic Infrastructure Income
SEQI offers a yield of almost 9% without the use of gearing…
12 Feb
12 Feb
Fund Research

CT UK Capital & Income
A well-diversified portfolio of quality, income-resilient stocks has supported CTUK’s 31-year record of dividend increases…
11 Feb
11 Feb
Fund Research

Picton Property Income
PCTN continues to grow earnings and valuations are now rising…
10 Feb
10 Feb
Fund Research

BlackRock Frontiers
BRFI has outperformed the emerging markets index handsomely over five years…
05 Feb
05 Feb
January 2025
Strategy

Catch a tiger by the tail
Our analysts debate whether safety first or embracing risk is best in Asia...
29 Jan
29 Jan
Strategy

A new Jerusalem
Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could deliver world-beating total returns...
22 Jan
22 Jan
Opinion

Market Matters with Rebecca MacLean, manager of Dunedin Income Growth
DIG’s Rebecca MacLean discusses the health of the UK stock market…
30 Jan
30 Jan
Market insight

New minister, new hope?
The new City minister could bring hope to the ailing UK small cap market…
27 Jan
27 Jan
Trust issues

Trust Issues: investing in emerging markets with AWEM’s Loong Lim
AWEM’s Loong Lim discusses the alpha generation potential within EM small-caps…
27 Jan
27 Jan
Opinion

Market Matters Special Edition with Baroness Ros Altmann
In this special edition, Baroness Ros Altmann shares her thoughts on the Saba campaign and other hot investing topics…
24 Jan
24 Jan
Features

Gold’s Journey Through 2024
2024: gold up over 25%, miners lagged, but Trump’s policies should be good for gold, and miners’ margins look more sustainable...
31 Jan
31 Jan
Features

Chair of the Edinburgh Worldwide Investment Trust explains why we need to #StopSaba
Edinburgh Worldwide Investment Trust is under attack from Saba Capital...
31 Jan
31 Jan
Features

Your vote, EWIT's future
Jonathan Simpson-Dent, chair of Edinburgh Worldwide Investment Trust, interviews investment managers Douglas Brodie and Svetlana Viteva, urging shareholders to oppose Saba's proposal to safeguard the trust's future...
31 Jan
31 Jan
Features

Scottish Mortgage Portfolio Update Q4 2024
Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of ‘exceptional growth’, updates on the latest transactions and our private company positioning...
31 Jan
31 Jan
Features

Schroder European Real Estate Investment Trust – demonstrating resilience with distinction
Looking beyond Europe’s current challenges for a unique real estate opportunity...
24 Jan
24 Jan
Features

Scottish Mortgage interviews Solugen’s CEO
How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast...
24 Jan
24 Jan
Features

Five inevitable and investable long-term growth drivers
From smarter robots to intelligently designed drugs, Baillie Gifford partner Stuart Dunbar discusses some of the transformations that will define the years ahead in this episode of Short Briefings on Long Term Thinking...
24 Jan
24 Jan
Fund Research

Cordiant Digital Infrastructure
CORD’s strong share price rally reflects continued improvement of strong fundamentals…
31 Jan
31 Jan
Fund Research

Schroder Japan
SJG has outperformed the index in Masaki’s first five years in charge…
29 Jan
29 Jan
Fund Research

Baillie Gifford European Growth
2025 could be a year of recovery for BGEU…
29 Jan
29 Jan
Fund Research

BlackRock World Mining (BRWM)
BRWM could be boosted by the demand for commodities from AI and the energy transition…
29 Jan
29 Jan
Fund Research

abrdn Equity Income
Strong stock selection and a pickup in M&A activity has driven AEI’s outperformance over 12 months…
27 Jan
27 Jan
Session
BlackRock Frontiers
Recorded
7 Feb
Recorded
7 Feb
Session
Schroder Oriental Income
Recorded
6 Feb
Recorded
6 Feb