April 2022
Features
Commodities: how the energy transition is changing the sector

Global commitments to net zero are changing the landscape for commodities, says Olivia Markham, Co-Manager of the BlackRock World Mining Trust plc. This creates a strong backdrop for the year ahead...

Features
Edinburgh Worldwide Investment Trust: Growth companies shaping our tomorrow

Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent uniquely differentiated and scal...

Features
Buying into private companies

Businesses are staying private for longer, creating more opportunities to invest in the likes of SpaceX, Epic Games and Stripe, which are yet to appear on stock markets. Peter Singlehurst, head of ...

Fund Research
MIGO Opportunities

MIGO’s underlying discounts are currently wide relative to history…

News
Flash update: JPMorgan Global Core Real Assets

JARA is firing on all cylinders and has recorded strong returns over the past year with the share price discount narrowing as a result…

20 April 2022
Features
Scottish American Investment Company – A year in review and looking ahead

In this update, co-manager James Dow gives an update on the trust, portfolio activity and outlook, including an insight into SAINTS evolving approach to ESG...

Fund Research
Martin Currie Global Portfolio

MNP’s exposure to strong secular growth may make it an attractive long-term opportunity…

News
Results analysis: BH Macro

After an eventful 2021 for BH Macro, 2022 has so far proven to be strong in performance terms…

11 April 2022
Features
Scottish Mortgage - The Power of People

Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the fu...

Fund Research
AVI Global

AGT trades on an attractively wide discount, despite its long-term outperformance and potential capacity to rebound...

March 2022
Replay
Slides and Audio: Allianz Technology Trust

Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...

Replay
Slides and Audio: Polar Capital Global Financials

Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...

Replay
Slides and Audio: BB Healthcare

Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...

Replay
Slides and Audio: BlackRock World Mining

Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...

Replay
Slides and Audio: Barings Emerging EMEA Opportunities

Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 16 March...

Fund Research
RIT Capital Partners

RCP continues to deliver good risk adjusted returns…

Features
In conversation with the Scottish Mortgage managers

In this recent webinar, Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team, the trust’s long-term prospects and take questions from a live audience...

Features
A differentiated approach to building long-term value

When it comes to choosing a private equity manager, it is vital to choose carefully...

Fund Research
Invesco Select: Global Equity Income

IVPG’s current discount potentially offers a good opportunity to access a differentiated trust…

Strategy
It's the end of the world as we know it

We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...

News
Results analysis: BlackRock World Mining

BRWM reports another strong year, and a dividend increase of 109%...

11 March 2022
Features
The under-explored power of listed private equity

Private equity remains off piste for most investors despite its potential appeal as a core holding…

Fund Research
Impax Environmental Markets

IEM’s very high premium has eroded, offering a potentially attractive entry point for long term investors…

Fund Research
BB Healthcare

BBH’s discount has widened, and the managers' increased gearing shows their confidence in prospects…

Strategy
Spread 'em!

We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…

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