June 2026
Market insight
SJG enjoys the advantages of the manager being on the ground
Japan rewards active management with meaningful alpha potential.
22 Jun
22 Jun
Market insight
2022: Hero to zero, and the long path to recovery
Listed private markets funds have a way to go to recover.
15 Jun
15 Jun
Market insight
CORD’s next growth leg
CORD’s upcoming results could indicate where the next leg of growth will come from.
08 Jun
08 Jun
Market insight
BlackRock World Mining has delivered tech-like returns over a decade
The past ten years has seen tech dominate, but BRWM has kept pace.
01 Jun
01 Jun
April 2026
Market insight
There’s more than one way to define Europe
UK and European small cap equities are very different, but are equity benchmarks all that representative anyway?
28 Apr
28 Apr
Market insight
Fears of AI-disruption may have created opportunities for contrarian investors
The managers of Invesco Global Equity Income (IGET) and Henderson High Income (HHI) have added to stocks hit by AI disruption fears.
20 Apr
20 Apr
Market insight
Simpler structure, deep discount
Hansa’s ultra-wide discount overlooks its simplified structure and sizeable cash pile.
13 Apr
13 Apr
March 2026
Market insight
M&A continues to deliver exceptional returns for IBT
IBT has delivered exceptional returns in the five years under the current managers.
31 Mar
31 Mar
Market insight
Be prepared
Cutting through the jargon, renewables trusts are mis-priced.
23 Mar
23 Mar
Market insight
Are REITs back on the radar for UK managers?
After years of pressure, listed property is attracting renewed attention from income-focussed investors.
16 Mar
16 Mar
Market insight
Dividend culture is on the rise in emerging markets
Several countries across emerging markets have taken steps to foster a stronger dividend culture.
09 Mar
09 Mar
February 2026
Market insight
US value stocks have pulled ahead since the start of the year
US value stocks have outperformed their growth peers since the start of the year.
23 Feb
23 Feb
Market insight
CORD’s upside potential
CORD has demonstrated a pragmatic approach can deliver equity-like returns.
16 Feb
16 Feb
Market insight
If you can keep your head
BH Macro rewards patient investors once again.
09 Feb
09 Feb
Market insight
Dogger; force 5, veering west
The forecast for UKW’s dividends appears set fair.
03 Feb
03 Feb
January 2026
Market insight
When Japan’s bond market wakes up
Surging Japanese bond yields are shaking markets but creating opportunities.
26 Jan
26 Jan
Market insight
Picton Property Income Trust announces strategic review
PCTN announces strategic review looking at a variety of options including mergers or a sale of the company or portfolio.
19 Jan
19 Jan
Market insight
Big ICEYE contract wins illustrate Molten Ventures’ exposure to defence spend
Defence spending could spell good news for European tech hardware startups.
13 Jan
13 Jan
December 2025
Market insight
MAJE’s wide discount is at odds with its good performance and differentiated portfolio
MAJE offers exposure to idiosyncratic opportunities, away from US mega-caps, while trading at a double-digit discount.
15 Dec
15 Dec
Market insight
Speculative names rule the roost in US small caps
The polarisation between the haves and the have nots in US small caps has seen quality growth managers left behind.
08 Dec
08 Dec
Market insight
The Budget’s overlooked bright spots
Most attention was focused on tax, but could new market friendly policies spark a recovery?
02 Dec
02 Dec
Opinion
A hollow crown
Soaring indices look threadbare without the Magnificent Seven, but active managers are still being punished by investors for failing to track them.
01 Dec
01 Dec
November 2025
Market insight
Pre-budget blues bring opportunity
UK valuations are arguably pricing in a worse-case budget scenario, which could lead to a relief rally.
24 Nov
24 Nov
Market insight
The palest ink is better than the best memory
How well do we really remember the rise and fall of UK commercial property valuations over the last few years?
17 Nov
17 Nov
Market insight
UKW’s record discount and yield
A conservative approach and resilient cash flows give UKW options.
10 Nov
10 Nov
Market insight
SOI’s subtle success
Asia’s strong 2025 may have gone under the radar.
03 Nov
03 Nov
October 2025
Market insight
Molten Venture’s half year results lead to share price bounce
GROW has produced strong results and the discount has narrowed.
27 Oct
27 Oct
Market insight
The UK has quietly outperformed the mighty S&P 500 this year
UK equities are outperforming, offering value, income and global diversification in a volatile year.
20 Oct
20 Oct
Market insight
Frontier and smaller emerging markets show unexpected strength
Smaller emerging and frontier markets are quietly leading the charge in 2025.
13 Oct
13 Oct
