May 2022
Opinion
Podcast: How small caps will benefit from deglobalisation

Kepler's David Kimberley meets small cap veteran Gervais Williams for our first ever podcast...

Features
Time to reappraise the ‘value’ approach?

After a tough decade, the environment for the value approach is improving, says Lisa Yang, Co-Manager of the BlackRock Sustainable American Income Trust plc. Is it time for investors to take note?

Fund Research
Middlefield Canadian Income

MCT allows investors to access a high-yielding market prospering from high commodity prices at an attractive discount…

Strategy
Catch a tiger by the tail

As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...

News
Results analysis: BlackRock Smaller Companies

BRSC’s wide discount may provide an attractive entry point for investors…

11 May 2022
Fund Research
BlackRock Latin American

The Latin American region seems to be in a sweet spot, benefitting from high commodity prices…

Fund Research
Brunner

BUT trades at an attractive discount despite ranking as one of the top-performing global equity trusts over the past 12 months…

News
Results analysis: Downing Strategic Micro-Cap

DSM reports on a strong year in relative terms, which continues in 2022…

10 May 2022
News
Results analysis: NB Private Equity Partners

NBPE had its best year on record in 2021…

06 May 2022
Features
Future impact

What does the next decade have in store for impact investing? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, tell Iona Bain about four big areas that could solv...

Features
Casting the net wider

Growth stocks are becoming more diverse, meaning stock-pickers need to embrace the unfamiliar, Spencer Adair, manager of The Monks Investment Trust, tells Ian McGugan...

May 2022
Five trusts to diversify your portfolio income

Join us this month for one live webinar with a different manager every day of the week – including the chance to ask questions - focused on different solutions to the need for a decent income…

23rd - 27th May 2022
Fund Research
abrdn China

ACIC is a new strategy aligned to China’s long-term growth potential...

Strategy
Time to change the record

We ask whether equities can still offer meaningful diversification or whether investors need to turn to alternatives…

April 2022
Features
Stock picking in the forgotten 40

The world’s smallest markets are widely neglected by investors. Emily Fletcher, Co-Manager of the BlackRock Frontiers Investment Trust plc, asks whether a change of market environment might bring a...

Features
Commodities: how the energy transition is changing the sector

Global commitments to net zero are changing the landscape for commodities, says Olivia Markham, Co-Manager of the BlackRock World Mining Trust plc. This creates a strong backdrop for the year ahead...

Features
Edinburgh Worldwide Investment Trust: Growth companies shaping our tomorrow

Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent uniquely differentiated and scal...

Events
Five trusts to diversify your portfolio income

Join us next month for one live webinar with a different manager every day of the week – including the chance to ask questions - focused on different solutions for those seeking a decent income…

Features
Baillie Gifford US Growth Trust: The long view

The US is home to fast-growing, disruptive and culturally unique companies. Watch this recent webinar recording to hear from fund managers Gary Robinson and Kirsty Gibson as they discuss growth inv...

News
Flash update: Greencoat UK Wind

Reporting performance for the first quarter of 2022, UKW has announced a NAV which represents a 13.2% total return for the 3 months to 31/03/2022...

29 April 2022
DIAL-IN DIARY
Conference calls, webinars and presentations in the coming weeks

Find out when the next investor calls are being held...

Strategy
Finding value in a haystack

Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…

Fund Research
BMO Private Equity

BPET’s discount and differentiated portfolio make the trust stand out…

Fund Research
Dunedin Income Growth

DIG is the only UK Equity Income trust with an explicit sustainable investing mandate…

Fund Research
UK Commercial Property REIT

UKCM looks well-placed to grow the dividend this year and further on…

Features
Buying into private companies

Businesses are staying private for longer, creating more opportunities to invest in the likes of SpaceX, Epic Games and Stripe, which are yet to appear on stock markets. Peter Singlehurst, head of ...

Strategy
On the hunt

We review discounts in the investment trust space against a backdrop of harsh conditions...

Fund Research
MIGO Opportunities

MIGO’s underlying discounts are currently wide relative to history…

News
Flash update: JPMorgan Global Core Real Assets

JARA is firing on all cylinders and has recorded strong returns over the past year with the share price discount narrowing as a result…

20 April 2022
Fund Research
JPMorgan China Growth & Income

JCGI gears up for the long-term...

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