February 2025
Market insight

IBT poised for a relief rally
Biotechnology has strong fundamentals and attractive valuations…
17 Feb
17 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
January 2025
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
Market insight

January is hedging time
We highlight an updated BH Macro research note, podcast interview with the Chairman, and upcoming webinar from the manager…
20 Jan
20 Jan
Opinion

Avoiding the news in investment trust land isn’t an option right now
Minority shareholders should not be allowed to dictate to the majority...
17 Jan
17 Jan
Trust issues

Trust Issues: investing in hedge funds with BH Macro’s Richard Horlick
We discuss opportunities for investors in the hedge fund sector with BH Macro Chairman Richard Horlick...
14 Jan
14 Jan
Market insight

Will 2025 be the year infra & renewables trusts decouple from Gilts?
Rising bond yields have translated to poor performance from high yielding sectors, yet their inflation-link and other factors may lead to a recovery…
13 Jan
13 Jan
Trust issues

Trust Issues: investing in innovation with EWI’s Svetlana Viteva
EWI is trying to identify tomorrow’s winners early on in their journey…
10 Jan
10 Jan
Trust issues

Trust Issues: investing in UK small-cap equities with BRSC
We discuss opportunities for investors in UK small-caps and how BRSC adds alpha through active management...
09 Jan
09 Jan
December 2024
Opinion

Market Matters with Schroder UK Mid Cap's Jean Roche
We discuss big picture market insights with leading investment experts...
23 Dec
23 Dec
Opinion

Trust Issues: investing in frontier markets with BRFI
We discuss opportunities for investors in frontier markets and why BRFI is well-positioned to benefit from strong growth drivers in the region...
23 Dec
23 Dec
Market insight

Go with the inflow
UK equities had net inflows for the first time in over three years, can this add to ASL’s outperformance?
09 Dec
09 Dec
Monthly roundup

Monthly roundup: updates from the property sector, our income event and digital infra news
Jo, David and Ryan discuss the latest news, reviews and interviews in the investment trust world...
09 Dec
09 Dec
Trust issues

Trust Issues: investing in digital infrastructure equity with CORD’s Steven Marshall
We discuss opportunities for investors in the digital infrastructure equity sector with CORD’s Steven Marshall...
09 Dec
09 Dec
Video

Portfolio Insights: GCP Infrastructure on turning waste wood into shareholder returns
We take a tour through GCP's Birmingham Bio Power Facility (BBPL) to find out how they turn waste wood from the local area into renewable energy for 10,00 homes and businesses, and then how this translate into returns for shareholders...
04 Dec
04 Dec
Market insight

Entente Cordiant
CORD’s excellent share price performance demonstrates how discount narrowing can supercharge returns…
02 Dec
02 Dec
Trust issues

Trust Issues: investing in infrastructure debt with SEQI's Randall Sandstrom
We discuss opportunities for investors in the infrastructure debt sector with SEQI’s Randall Sandstrom...
02 Dec
02 Dec
November 2024
Trust issues

Trust Issues: investing in US small-caps with BASC manager Christopher Berrier
We discuss the opportunities in the US small-cap sector with Brown Advisory US Smaller Companies, Christopher Berrier...
28 Nov
28 Nov
Market matters

Market matters with Jasmine Yeo, manager of Ruffer
We discuss big picture market insights with leading investment experts...
27 Nov
27 Nov
Market insight

BH Macro’s strong showing post US election
The Trump presidency promises plenty of disruption, providing a rich opportunity set for macro traders…
25 Nov
25 Nov
Bull vs bear

Bull vs bear: Bellevue Healthcare
We provide a round-up of the bull and bear arguments for Bellevue Healthcare...
21 Nov
21 Nov
Trust issues

Trust Issues: investing in Asia with SDP manager Richard Sennitt
We discuss the growth potential in the Asia Pacific region with Schroder AsiaPacific manager, Richard Sennitt...
18 Nov
18 Nov
Market insight

Picton Property Income on the path to recovery
PCTN’s half-year results record that property values remained stable, earnings growth and dividend cover is strong, but the trust remains on a c. 28% discount…
18 Nov
18 Nov
Opinion

Investor survey on investment trust cost disclosure reforms
Results from our recent survey...
11 Nov
11 Nov
Trust issues

Trust Issues - investing in biotech with IBT managers Ailsa Craig & Marek Poszepczynski
We discuss opportunities for investors in the biotech sector with IBT managers Ailsa Craig & Marek Poszepczynski...
11 Nov
11 Nov
Market insight

Biotechnology looks set to take off with a new President in the White House
IBT should benefit from a lighter touch regulatory regime in the USA…
11 Nov
11 Nov
Monthly roundup

Monthly roundup: the budget’s impact, DGN's strategic review and our podcasts & results highlights
Jo and Ryan discuss the latest news, reviews and interviews in the investment trust world...
08 Nov
08 Nov