June 2023
News
Results analysis: Foresight Sustainable Forestry
FSF’s NAV has proven resilient in the face of macroeconomic headwinds…
13 Jun
13 Jun
Fund Research
Dunedin Income Growth
DIG offers several differentiating features which help it stand out in a competitive peer group…
16 Jun
16 Jun
Fund Research
Schroders Capital Global Innovation
INOV is on the next phase of its journey yet the discount still reflects legacy issues…
16 Jun
16 Jun
Fund Research
Balanced Commercial Property
BCPT: active management, strategic assets, and monthly dividends…
12 Jun
12 Jun
Fund Research
Aberforth Smaller Companies
ASL’s value style has boosted performance, but valuations remain very low, and M&A could spark a further lift…
09 Jun
09 Jun
Fund Research
Aberforth Split Level Income
ASIT has the potential to deliver strong returns in its short remaining life…
09 Jun
09 Jun
Fund Research
Invesco Perpetual UK Smaller Companies
IPU’s managers are quietly confident in the UK, and valuations may prove attractive in the long term…
05 Jun
05 Jun
May 2023
Trust Issues
Finding the best UK stocks for income, with Dunedin Manager Rebecca Maclean - Podcast: Trust Issues #16
We talk valuations, European stocks, options writing and UK M&A...
26 May
26 May
Features
The outlook for dividends as bond yields rise
Bond yields are now at their highest level in a decade, pushed up by rising interest rates. What does this mean for the relative merits of dividend-paying equities? David Goldman, manager on the BlackRock Income & Growth Investment Trust, looks at why they may still have appeal...
26 May
26 May
Features
Hunting for opportunities in second-hand bond markets
When a bond is issued, its price is usually set at 100 and a coupon is agreed – this is the amount the lender will pay each year as reward to the borrower until the bond matures and the debt is repaid. The higher the investment risk, the higher the coupon. Simple so far, but what happens next is where things get interesting...
19 May
19 May
Features
Don’t ignore smaller companies for income
While the UK market is a good hunting ground for income-seekers, that income is often concentrated in a handful of stocks and sectors. “A small cap allocation can help to diversify this, and the investment trust structure has unique features that makes it attractive to income seekers” says Roland Arnold on the BlackRock Smaller Companies Trust...
05 May
05 May
News
Results analysis: Edinburgh Investment Trust
EDIN has delivered impressive outperformance since the new manager took over in March 2020…
31 May
31 May
News
Results analysis: BlackRock Smaller Companies
BRSC’s historically wide discount may offer an attractive entry point for long term investors…
16 May
16 May
News
Results analysis: Downing Strategic Micro-Cap
DSM has outperformed the AIM index again…
09 May
09 May
Fund Research
CT Property
CTPT: a nimble approach to secular growth themes in UK property…
12 May
12 May
April 2023
Strategy
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Strategy
Fallen Kingdom?
Since the UK was described as a ‘Jurassic Park’ stock market, it has outperformed. Is this a new age for the stock market..?
06 Apr
06 Apr
Fund Research
JPMorgan UK Smaller Companies
Macro concerns have knocked JMI to a discount, despite the managers’ strong long-term performance…
25 Apr
25 Apr
Fund Research
BlackRock Income & Growth
BRIG is an attractive long-term total return option…
12 Apr
12 Apr
March 2023
Trust Issues
Podcast: Trust Issues #12 - Valuations, discounts and rent increases, with UKCM's Will Fulton
We speak to the Abrdn manager about the state of commercial property...
02 Mar
02 Mar
Fund Research
Schroder UK Mid Cap
SCP targets unique exposures from the dynamic mid-cap index, which is arguably still cheap…
22 Mar
22 Mar
Fund Research
City of London
CTY’s managers aim to keep as many eggs in the basket as possible…
02 Mar
02 Mar
February 2023
News
Results analysis: BlackRock Throgmorton
Performance improved for THRG in the second half of the 2022 financial year…
13 Feb
13 Feb
News
Results analysis: BlackRock Income and Growth
BRIG has proved resilient to market wobbles and is a differentiated income proposition with the discount close to double digits…
10 Feb
10 Feb
Fund Research
JPMorgan MidCap
JMF could be poised to capture a market bounceback…
28 Feb
28 Feb
Fund Research
ICG Enterprise
ICGT’s continued portfolio resilience means it looks potentially attractive…
21 Feb
21 Feb
Fund Research
Schroder Income Growth
SCF has a strong track record of delivering income and capital growth…
20 Feb
20 Feb
Fund Research
Shires Income
SHRS’s differentiated approach to income has led to a high yield and the potential for growth…
15 Feb
15 Feb
Fund Research
JPMorgan Claverhouse
JCH is on track for half a century of consecutive dividend growth…
09 Feb
09 Feb