October 2024
Market insight
Henderson European: a leading investor in global leaders
Europe isn’t just about lovely holidays, although we could do with one of those too…
14 Oct
14 Oct
Events
Global equities in a year of change
Watch and download the presentations from this week's event...
13 Oct
13 Oct
Features
Europe’s hidden tech titans uncovered
Chris Davies, co-manager of the Baillie Gifford European Growth Trust, uncovers Europe's most dynamic growth companies and explains what sets them apart...
25 Oct
25 Oct
Features
Three key investment themes in European stock markets
The recent French election has created significant disruption in European stock markets (1). On the BlackRock Greater Europe Trust, we choose not to try and anticipate these short-term movements, but instead to look for areas of structural growth and investment themes that can transcend short-term political and economic disruption...
04 Oct
04 Oct
Features
A winning formula
SERE provides diversification and a focus on fast-growing cities…
02 Oct
02 Oct
Fund Research
European Assets
EAT offers a high yield and a diverse European small- and mid-cap portfolio…
29 Oct
29 Oct
Fund Research
Henderson European Trust
HET picks up where its predecessors left off…
23 Oct
23 Oct
Fund Research
CT Private Equity
CTPE’s portfolio is full of interesting gems…
15 Oct
15 Oct
September 2024
Special Report
The tide is turning
Income and ESG-focused investors shouldn’t dismiss the real estate revival…
21 Sep
21 Sep
News
Results analysis: Octopus Renewables Infrastructure
ORIT is on track to pay its target dividend of 6.02p for the full year to 31/12/2024 and has realised a further asset at a premium to valuation, providing solid evidence that the NAV is calculated on a conservative basis...
18 Sep
18 Sep
Fund Research
European Smaller Companies
ESCT shows how to perform well even when market sentiment is weak...
27 Sep
27 Sep
Fund Research
BlackRock Greater Europe
BRGE is a focused portfolio of leading European companies...
25 Sep
25 Sep
July 2024
Strategy
Balancing act
We ask why trusts with a more flexible approach have outperformed…
17 Jul
17 Jul
Events
Flash update: European Assets
EAT’s investment strategy is being refreshed under its new manager…
11 Jul
11 Jul
Features
Looking beyond the obvious for investing in Europe
A lot has been said about the concentration in the US markets, but investors in European markets have also been focused on a handful of companies. These ‘Granolas’ may be more diversified than the technology-focused Magnificent Seven – and not as expensive – but the focus on them suggests investors remain nervous about branching out. However, there are a few reasons this may change in the coming months...
26 Jul
26 Jul
Flash update
Flash update: Henderson European
Henderson European (HET) completes its merger, making it one of the largest trusts in its peer group…
22 Jul
22 Jul
May 2024
Strategy
Why'd you have to go and make things so complicated?
European growth may be more complicated, and positive, than we suspected...
15 May
15 May
Market Insight
Has BGEU passed its “inflection point”?
The managers of BGEU highlight that valuations remain attractive even after a 20% rally…
20 May
20 May
Features
BlackRock Greater Europe Investment Trust: A Look Ahead for 2024
Stefan Gries, manager of the BlackRock Greater Europe Investment Trust gives his perspective on the year ahead...
10 May
10 May
News
Results analysis: Henderson European Focus Trust
HEFT outperforms ahead of its forthcoming merger...
29 May
29 May
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s portfolio continues to evolve, despite equity capital markets being closed…
24 May
24 May
Fund Research
CT Private Equity
CTPE’s portfolio represents a tangibly different opportunity…
08 May
08 May
Fund Research
Fidelity European Trust
FEV, impressive capital and dividend growth over many years...
07 May
07 May
March 2024
News
Results analysis: Octopus Renewables Infrastructure
ORIT delivers another year of dividend increases in line with CPI, as well portfolio sales above valuation, demonstrating the validity of the net asset value. But against a weak macro background the discount has widened to over 30%...
28 Mar
28 Mar
News
Flash update: Henderson European Focus (HEFT) and Henderson EuroTrust (HNE) proposed merger
What are the benefits of the Proposed merger of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE)?
26 Mar
26 Mar
Fund Research
Schroder European Real Estate
SERE's high and covered dividend is arguably undervalued by a very wide discount...
20 Mar
20 Mar