The UK Smaller Companies Sector faces plenty of challenges, but bombed out valuations among trusts in the sector look interesting...
We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…
Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...
With mutual eurozone debt established all eyes are on the continent once more; but what will drive relative returns?
We look for hidden gems in the smaller end of the investment trust universe...
In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?
Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...
Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?
We consider two strategies to cope with markets which, boosted by massive government support, may be witnessing the start of a ‘melt-up’ which may be followed swiftly by a melt-down...
As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…
We try to identify the best compromises between yield, value and security in the property sectors…
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
We consider the risks which could derail the multi-year tech boom…
While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
Our analysis of discounts highlights trusts which are likely to offer significantly less discount downside from the current level…
Investment trusts' revenue reserves could make them a vital stronghold for investors facing UK dividend cuts of as much as 47%....
The outperformance of technology hints at an exciting possible future for the market when the virus is beaten…
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…
We update our shortlist of discount opportunities...
Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...
We examine the relationship between stock market and GDP growth, before debating the case for an allocation to Asia...
Why the ‘20s will go down as the decade of the corporate activist...
Predicting the future is impossible, but identifying which trends have coincided in the past can give us clues about what may be to come...
We look at the continued rise of passive funds, and find out how investment trust managers are countering it...
