May 2021
Features
Baillie Gifford Shin Nippon – Manager Insights

Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Ja...

News
How to use the watchlist

A simple guide to the fund watchlist, which allows you to keep up to date with any new research on your favourite funds...

13 May 2021
Fund Research
Ruffer Investment Company

RICA is an all-weather proposition, aiming to deliver over a range of market and economic outcomes…

Strategy
Riders on the storm

We look at the yields in the alternatives space and how they have been affected by the pandemic…

Fund Research
Baillie Gifford Shin Nippon

BGS offers a portfolio of Japan’s fastest-growing and most disruptive companies and has generated sector-leading performance…

Features
Japan from a distance

Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains why distance needn’t mean disadvantage.

News
Results analysis: Downing Strategic Micro-Cap

Reporting results for the year ending 28/02/2021, the momentum behind DSM’s portfolio continues…

11 May 2021
Features
Baillie Gifford UK Growth Fund PLC – Webinar

Anzelm Cydzik talks to investment managers of the Baillie Gifford UK Growth Fund Milena Mileva and Iain McCombie. They discuss the key traits of their long-term investment philosophy, current portf...

Fund Research
Brunner

BUT trades at a historically wide discount, despite recent competitive performance and 49 years of dividend increases…

Fund Research
Mercantile

MRC has the lowest OCF in the AIC UK All Companies sector and a strong track record...

Strategy
Vive la revolution

For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…

Fund Research
JPMorgan Russian Securities

JRS offers high return potential in a global recovery…

Features
Playing to Win

The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is...

Fund Research
Pershing Square Holdings

PSH achieved knock-out returns in 2020, yet trades on a discount of 25%...

Features
Scottish Mortgage – The Next Generation of Winners

In this in-depth interview, Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from. Join Slater...

April 2021
REPLAY
Slides and Audio: Jupiter US Smaller Companies

Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...

30 April 2021
Features
Scottish American Investment Company – Manager Insights

Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C. Capital at risk and income not guaranteed.

Head to head
The next value opportunity?

Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...

Fund Research
Third Point Investors

TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…

Features
Latin America and the commodities supercycle

Commodity prices have been rising fast. Ed Kuczma, Co-Manager of the BlackRock Latin American Investment Trust plc, says Latin America should be a key beneficiary and he is positioning for a long-t...

Fund Research
Jupiter US Smaller Companies

JUS’s new manager brings a new strategy, and scope for the discount to narrow…

Fund Research
AVI Japan Opportunity

AJOT’s policy of active engagement means it is primed to capitalise on Japan’s incoming governance reforms…

News
Flash update: NB Private Equity Partners

NBPE has reported a very strong start to 2021, building on an excellent 2020…

27 April 2021
Fund Research
BlackRock Energy and Resources Income

A well-timed shift of emphasis in the mandate has revived BERI’s fortunes…

Fund Research
Momentum Multi-Asset Value Trust

After a strong 12 months, the managers of the recently renamed MAVT are optimistic on prospects for value...

Fund Research
BMO Commercial Property

BCPT now offers a dividend yield of 5.5%, having restored 70% of its pre-crisis payment…

Strategy
FAANGs for the memories

The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...

Fund Research
Majedie Investments

MAJE’s performance has been strong in the reflationary rally, but its discount remains wide…

News
Results analysis: Martin Currie Global Portfolio

We dissect MNP’s annual results, with the trust continuing to outperform global equities, while retaining the same diversified, risk conscious portfolio…

21 April 2021
Fund Research
BMO Private Equity

BPET’s strong 2020 and the recent sale of Dotmatics highlights the attractive returns private equity can generate…

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