Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
Initial winners in the COVID-19 crisis, gold bullion and gold miners pulled back over H2 2020. Is now an opportune moment to build exposure...
The Chinese stock market has been a notable winner thus far in 2020. Should investors stay the course, or take profits?
AVI Global’s growth characteristics shouldn’t be underestimated, yet it trades on a “double discount” of c. 45%...
Our poll found little consensus among KTI users about who would win the keys to the White House...
Is there something fishy about a trust paying dividends from capital?
IPU’s de-rating has been savage...
Will value continue to move into the black, or fade to red?
Better yields and discounts are on offer in the emerging markets…
Downing Strategic Micro-Cap has had to call for the tow truck for some of its holdings in the past, but we think the signs are that it is now well placed. Yet DSM trades on a historically wide disc...
NAVs and share price histories both tell a tale, but we think the former has far more value as an indicator than the latter...
Equity markets have rebounded strongly… should you be de-risking your equity exposure?
AIE has seen its discount widen dramatically despite continuing to outperform…
Equity markets are pricing in continued large-cap outperformance. Will this continue?
