August 2023
Features
Scottish Mortgage manager insights: Tom Slater on embracing discomfort
The market’s enthusiasm for predictability is not in shareholders’ best interests. Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns...
18 Aug
18 Aug
Features
Finding sustainable dividend growth in turbulent markets
As SAINTS celebrates its 150th anniversary, Citywire’s Kathrin Schindler speaks to the trust’s co-manager James Dow about portfolio positioning, what influences the stock-picking process and the outlook for the year ahead...
08 Aug
08 Aug
Features
Connecting with Brazilian change-makers tackling social problems
Keystone Positive Change Investment Trust’s Ed Whitten meets Brazilian firms seeking social impact and growth, as well as some of their customers...
07 Aug
07 Aug
Features
Scottish Mortgage on investing in private companies
Private companies offer some of the most exciting growth opportunities available. But as Scottish Mortgage’s deputy manager Lawrence Burns explains, that’s only one of four key reasons the Trust invests in them...
07 Aug
07 Aug
News
Results analysis: RIT Capital Partners
RCP’s interims highlight the inherent defensiveness within the portfolio…
01 Aug
01 Aug
Fund Research
Allianz Technology Trust
ATT offers stock selection prowess in a high growth sector, yet is trading at a wide discount…
18 Aug
18 Aug
Fund Research
Global Smaller Companies
GSCT’s historically wide discount may offer great long-term value…
02 Aug
02 Aug
July 2023
Video
Video interview with BBH Manager Paul Major on M&A, buy opportunities and more
We look at whether 2023 is still a 'historic opportunity' to invest in healthcare...
20 Jul
20 Jul
Features
Scottish Mortgage Investor Webinar – Your questions answered
In this webinar recording, Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns answer the top questions on shareholders’ minds. They discuss private company investing, share price performance, the resilience of holdings in a challenging climate, investing in China and much more.
28 Jul
28 Jul
News
Results analysis: Alliance Trust
ATST delivered strong NAV returns in the first half of the year…
28 Jul
28 Jul
News
Results analysis: Jupiter Green
JGC delivered positive share price returns, despite a very volatile year…
13 Jul
13 Jul
Fund Research
Jupiter Green
JGC’s fundamental story continues to show resilience, but the discount remains wide…
26 Jul
26 Jul
Fund Research
Witan
2023 has, so far, seen a return to outperformance, but the discount remains wide by historical standards…
19 Jul
19 Jul
Fund Research
HICL Infrastructure
HICL’s portfolio continues to evolve, building foundations for dividend growth…
07 Jul
07 Jul
June 2023
Features
Stock spotlight: Broadcom - investing for a chatbot world
AI chatbots allow us to interact with technology in smarter ways but there is a price – the billions that will be invested in the software and the hardware needed. AI will demand ever-greater processing power. One company involved in the AI revolution is California-headquartered Broadcom. Head of Global Equities, Stephen Anness, shares his thoughts in this short read...
30 Jun
30 Jun
Features
The SAINTS story: 150 years of income and growth
Remembering the visionary Edinburgh lawyer who laid the foundations of an enduring powerhouse of global investing. The birth of The Scottish American Investment Company a century and a half ago, is all thanks to William Menzies’ vision of the US’s rise to economic supremacy...
23 Jun
23 Jun
Features
Transformative investment: a new approach to a sustainable future
Baillie Gifford investment manager Kate Fox discusses the Deep Transitions research project and its implications for investing in a more sustainable future...
16 Jun
16 Jun
Features
Positive change in challenging times
Baillie Gifford’s Rosie Rankin, director of the Keystone Positive Change Investment Trust, gives an update on portfolio performance, company research and opportunities for the year ahead...
09 Jun
09 Jun
Features
Demand for mined commodities from the energy transition
After a strong year for the mining sector in 2022, supply and demand dynamics are likely to remain favourable in the year ahead, with gold acting as a ballast for the portfolio, says Olivia Markham, manager of the BlackRock World Mining Trust…
02 Jun
02 Jun
Fund Research
Bellevue Healthcare
BBH offers a very differentiated way to invest in the bombed-out healthcare sector…
30 Jun
30 Jun
Fund Research
BlackRock World Mining
BRWM remains well placed to benefit from tight commodity markets…
23 Jun
23 Jun
Fund Research
Ruffer Investment Company
RICA is available on a small discount for the first time in years…
13 Jun
13 Jun
Fund Research
F&C Investment Trust
FCIT’s core global equity characteristics have offered steady growth in a volatile environment…
12 Jun
12 Jun
Fund Research
STS Global Income & Growth
STS’s focus on optimising the balance between quality income and growth may prove valuable in an uncertain market environment…
08 Jun
08 Jun
Fund Research
Fidelity Emerging Markets
FEML offers access to a strategy with a great long-term track record…
02 Jun
02 Jun
May 2023
Strategy
Tipping point
Battered growth strategies have staged a comeback recently, but what happens now?
11 May
11 May
Features
UPSIDE Foods: why the vegan founder is championing meat
The way meat gets onto our plates is unpalatable for many. UPSIDE Foods plans to change that as Scottish Mortgage’s Claire Shaw discovers...
26 May
26 May
Features
Can Elevance Health transform the US healthcare system?
Malcolm MacColl, deputy manager of The Monks Investment Trust, shares the growth prospects around Elevance Health and how it can address the shortcomings of the US healthcare system...
19 May
19 May
Features
The year ahead in natural resources
2022 saw an acceleration of the energy transition, as the war in Ukraine prompted a wholesale re-evaluation from governments of the way they source and use energy, says Mark Hume, manager of the BlackRock Energy and Resources Income Investment trust.
12 May
12 May
Fund Research
Alliance Trust
ATST’s specialist managers have added value in volatile market conditions…
30 May
30 May
Fund Research
Keystone Positive Change
KPC is a stand-out option for investors seeking to have an impact with their money…
24 May
24 May
Fund Research
NB Private Equity Partners
NBPE’s portfolio has shown resilience during 2022…
24 May
24 May