March 2024
Strategy
Roller coaster ride
Thematic funds have seen significant outflows over the past two years…
13 Mar
13 Mar
Strategy
Gimme shelter
Growth opportunities to re-invest those magnificent profits into...
06 Mar
06 Mar
Market Insight
IBT’s managers pass three-year milestone well ahead of peers
Ailsa Craig and Marek Poszepczynski have delivered strong outperformance of index and peers over three years…
18 Mar
18 Mar
Trust Issues
What's next for BlackRock Frontiers – Podcast: Trust Issues #27
We talk to KTI Research Manager Thomas McMahon about BRFI's performance, diversification benefits, friendshoring, and more...
13 Mar
13 Mar
Market Insight
A sentiment shifting statement?
Whilst light on detail, the announcement of a UK ISA is a step in the right direction…
11 Mar
11 Mar
Trust Issues
Asia small cap investing with AAS – Podcast: Trust Issues #26
We talk to Manager Gabriel Sacks about valutions, performance, and more...
07 Mar
07 Mar
Market Insight
Greencoat UK Wind: Discounting too much
Wholesale electricity prices are falling, but UKW’s dividend and buyback look secure…
04 Mar
04 Mar
Features
Schroder UK Mid Cap Fund plc: UK equities – what’s the catalyst?
Mid caps particularly well poised for a UK renaissance...
15 Mar
15 Mar
Features
Climeworks: digging deeper for climate solutions
Scottish Mortgage’s Lawrence Burns speaks to Christoph Gebald, CEO of Climeworks, about his company’s plans to scale up its direct air capture technology and why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today...
15 Mar
15 Mar
Features
Keystone Positive Change: the outlook for 2024 and beyond
In this webinar recording, Lee Qian, co-manager of the Keystone Positive Change Investment Trust, provides an update on investment performance and discusses the outlook for 2024 and beyond. Lee also explains the positive impact that companies within the portfolio are making...
08 Mar
08 Mar
Features
Behind the Trust: Schroder Real Estate Investment Trust
By formalising its investment policy to focus on sustainability and capitalise on mispricing, Schroder Real Estate Investment Trust is seeking to be the first mover within its sector to proactively respond to the UK’s Net Zero Carbon objectives to the potential benefit of both shareholder returns and the planet...
08 Mar
08 Mar
Features
Flash update: Hipgnosis Songs
Update following most recent announcement...
07 Mar
07 Mar
Features
Behind the trust: International Biotechnology Trust plc
Biotech companies stand to inject high returns and positive social impact into an investor’s portfolio and International Biotechnology Trust has an impressive track record of doing this with lower volatility than the index (NASDAQ Biotechnology Index), while paying a healthy dividend yield...
01 Mar
01 Mar
Features
Why the AI paradigm shift matters to growth investors
Recent advances in artificial intelligence could herald a period of radical change. Baillie Gifford investment manager Tom Slater considers how this affects growth investing and which companies might benefit...
01 Mar
01 Mar
News
Results analysis: BlackRock World Mining
BRWM: Green demand is supporting commodity prices while China is weak…
18 Mar
18 Mar
News
Results analysis: Schroder Asian Total Return
Good stock selection has driven another year of outperformance for ATR…
18 Mar
18 Mar
News
Video update: Alliance Trust annual results
Willis Towers Watson global CIO Craig Baker discusses the trust's strong results for its latest financial year...
07 Mar
07 Mar
News
Results analysis: Bellevue Healthcare
Reviewing a tough financial year, but the last three months give grounds for optimism...
05 Mar
05 Mar
Fund Research
International Biotechnology
Ailsa Craig and Marek Poszepczynski are celebrating their first three years as managers of IBT…
18 Mar
18 Mar
Fund Research
Ruffer Investment Company
RICA’s tough 2023 followed a stellar 2022…
06 Mar
06 Mar
February 2024
Strategy
Catch a falling star
Our analysts discuss three discounted sectors that could be due a rebound…
28 Feb
28 Feb
Strategy
Pitch doctoring
Our analyst argues the upcoming budget should see radical action to boost the UK market…
21 Feb
21 Feb
Video
Talking Trusts: An introduction to investing in biotech with International Biotechnology Trust
We talk about what IBT offers for investors looking for exposure to the biotech sector…
27 Feb
27 Feb
Trust Issues
Mergers, preference shares, and small caps – Podcast: Trust Issues #25
We speak to Shires Income's Iain Pyle about goings on at the trust and his outlook for the year...
27 Feb
27 Feb
Market Insight
Strong rental growth underlines the attractions of the right commercial properties
Even as property values fell again in Q4 2023, rental growth in 2023 was positive across all the main sectors of commercial property…
26 Feb
26 Feb
Features
Using unorthodox signals to spot the next big thing
How can investors spot large growth opportunities at the stage when others dismiss them as fads? Baillie Gifford investment manager Dave Bujnowski reveals how anthropology could help...
23 Feb
23 Feb
Features
Stock spotlight: Dexcom
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business...
23 Feb
23 Feb
Fund Research
Fidelity Japan
FJV looks for undiscovered growth stories in Japan…
28 Feb
28 Feb
Fund Research
River & Mercantile UK Micro Cap
RMMC’s concentrated, growth portfolio could be a major beneficiary of a UK recovery…
27 Feb
27 Feb
Fund Research
abrdn New India
ANII outperformed the MSCI India benchmark in 2023…
27 Feb
27 Feb
Fund Research
Ashoka India Equity
AIE is the top-performing India fund since launch…
23 Feb
23 Feb