November 2023
Market insight

Small cap healthcare stocks look cheap
The success of weight-loss drugs shouldn’t be taken for granted…
08 Nov
08 Nov
Events

Once more into the breach?
With yawning discounts across the board, some sectors have been hit harder than others - our analysts think there could be value there for those with the sangfroid to fight for it...
08 Nov
08 Nov
Features

European Growth Investing: time to go bargain hunting?
In this webinar recording Stephen Paice, co-manager of the Baillie Gifford European Growth Trust, shares where opportunities lie and what trends he sees driving value creation over the next five years and beyond...
03 Nov
03 Nov
News

Results analysis: BlackRock Greater Europe
BRGE was the top-performing European trust during its most recent financial year...
08 Nov
08 Nov
October 2023
Strategy

We’re going to need a bigger boat…
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
Strategy

To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
04 Oct
04 Oct
Fund Research

ICG Enterprise
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
19 Oct
19 Oct
September 2023
Trust Issues

A biotech bounce back? With IBT Manager Ailsa Craig - Podcast: Trust Issues #22
We talk the move to Schroders, managing risk, and reinvesting the proceeds of M&A activity...
28 Sep
28 Sep
Fund Research

International Biotechnology
IBT managers’ unique approach set to continue at Schroders…
15 Sep
15 Sep
Fund Research

JPMorgan European Growth & Income
JEGI: performing well even as investors remain underweight European equities...
12 Sep
12 Sep
News

Results analysis: Octopus Renewables Infrastructure
ORIT’s widening discount belies the inexorable march of renewable energy and ORIT’s ability to continue to invest...
26 Sep
26 Sep
August 2023
Strategy

Halfway there…investing on a prayer
We provide an update on our picks for 2023 and see which analysts' prayers are being answered…
23 Aug
23 Aug
Fund Research

3i Infrastructure
3IN: keeping it real
10 Aug
10 Aug
Fund Research

Schroder European Real Estate
SERE: European diversification isn’t just hypothetical…
08 Aug
08 Aug
June 2023
Strategy

Under pressure
We identify the equity trusts which have delivered the best downside protection in recent years...
07 Jun
07 Jun
Features

Baillie Gifford: what investors get wrong about Europe
Chris Davies, joint manager of the Baillie Gifford European Growth Trust, gives three examples of European companies that show there is no shortage of ambition and disruption in Europe...
16 Jun
16 Jun
Fund Research

Henderson European Focus Trust
HEFT: pragmatic decision-making has led to good performance in a variety of market conditions…
21 Jun
21 Jun
Fund Research

Fidelity European Trust
Fidelity European Trust: core, risk-averse European equity exposure...
05 Jun
05 Jun
May 2023
Trust Issues

Podcast: Trust Issues #15 - Finding opportunities in European real estate, with SERE's Jeff O'Dwyer
We talk inflation, valuations, gearing negotiations and more...
19 May
19 May
News

Results analysis: Henderson European Focus Trust
HEFT: outperformance comes from a pragmatic and flexible approach...
25 May
25 May
Fund Research

CT Private Equity
Increasing co-investment activity should add to CTPE’s appeal…
31 May
31 May
April 2023
Features

A focus on fundamentals: European equities in the year ahead
For the past 12 months, stock markets have been blown about by macroeconomic news. Will they start to look more closely at individual companies in in the year ahead?
21 Apr
21 Apr
Fund Research

European Assets
European small caps are at a ‘double discount’, according to EAT’s managers…
24 Apr
24 Apr
Fund Research

TRIG - Renewables Infrastructure Group
TRIG’s consistent and inflation-linked returns are underpinned by a high-quality portfolio…
13 Apr
13 Apr
March 2023
Strategy

Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Strategy

The Devil’s in the demographics
China’s population is in decline - should it turn east or west for inspiration..?
02 Mar
02 Mar
Fund Research

Oakley Capital Investments
OCI’s focus on high-growth companies has delivered strong NAV returns over five years…
14 Mar
14 Mar