While investment trusts are lagging their open-ended cousins in the global sector, their discounts may provide an attractive entry point...
CTPT’s new manager is aiming to boost growth and its already high yield…
The rise of inflation and the collapse of tech stocks has left growth strategies badly mauled - but do we really think the dominance of innovative, fast growing companies as the principle engine be...
Attractive income and growth prospects from a portfolio of UK companies…
Wide discounts in the UK Smaller Companies sector may present long term investors with good entry opportunities…
Growth capital and buyout trusts now trade at similar wide discounts. In our view, this belies very different prospects for underlying earnings and for valuations...
WTAN’s differentiated approach remains attractive despite short term performance challenges…
High quality Indian companies at a discount...
ADIG offers investors an unconstrained multi-asset portfolio, including hard-to-access private market investments sourced through abrdn’s origination platform...
BEMO offers exposure to both sides of the energy transition…
ATST’s half year results have demonstrated the benefits of its highly diversified approach to active management…
Our analysts debate whether the market has fully priced in the current inflation and looming recession…
TRY’s index-linked revenues could be appealing in the current inflationary environment…
FSF offers exposure to the growth potential in forestry and the carbon credit market…
TMI has delivered excellent capital returns and high dividends in its first reporting period…
JGC’s wide discount suggests investors may have oversold after a tough few months for the trust…
BRGE’s consistent approach and discount offer a chance to ‘buy the dip’…
In the latest episode of Short Briefings on Long Term Thinking, Baillie Gifford’s Stephen Paice explains how Sweden tops the charts for original thinking and innovation...
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that Scottish Mortgage sticks to its investment philoso...
We identify several less conventional trusts that offer strong sources of diversification to major indices…
MINI’s share price discount could offer a good long-term entry opportunity…
An appealing double-digit discount for those willing to ride out near term uncertainty...
As major economies stumble, the world’s smallest markets may offer overlooked opportunities…
ATR’s sophisticated strategy is an attractive way to take long-term Asia exposure…
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
BBH’s managers appear resolute in their conviction, despite a challenging period for performance…
GCP offers a sector leading income from a well-diversified portfolio…
HNE’s fund manager has doubled down on high-quality companies in the recent market rout, with the trust trading on a wide discount…
In the second article of our series on the AIC Flexible Investment sector we see how performance has stacked up during two years when markets were poles apart...
BERI appears to be riding the crest of a wave…
