We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
After a strong period for European equity markets, we ask whether this trend can continue…
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
We ask which global equity trusts have outperformed through the different stages of the pandemic…
Does seeking out wider-than-usual discounts help investors systematically outperform in the UK trust space?
A simple practical step to take your portfolio from the 1990s into the 2020s...
After a challenging period for the United Kingdom, we wonder if it could be the most exciting market on a five-year view…
Sharing many features of a traditional family office, investment trusts offer a sophisticated, cost effective solution for managing family wealth...
2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...
Our research suggests wide discounts often herald high NAV returns too…
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
We look at the yields in the alternatives space and how they have been affected by the pandemic…
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
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...
We review our portfolio of chonky discounts as one star performer hits its target…
The pandemic has boosted secular growth drivers behind healthcare as an investment theme...
We all intend to invest for the long-term but can often be distracted by the news...
We look at the outlook for dividends in the UK commercial property sector and consider how the portfolio of the future will look after COVID…
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
Soaring interest in ESG has exciting implications, but risks pushing some stocks to distinctly unsustainable valuations...
Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
Eight charts to guide investors through Europe...
We update our annual quantitative ratings for investment trusts…
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
