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
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
February 2023
Features
Baillie Gifford European Growth Trust - Manager Insights
Investment manager Stephen Paice explains the European Growth Trust’s objectives, with an update on the portfolio as well as reflections on recent events and reasons for optimism...
17 Feb
17 Feb
Fund Research
JPMorgan European Growth & Income
JEGI is a core European equity trust designed for all weathers…
28 Feb
28 Feb
Fund Research
ICG Enterprise
ICGT’s continued portfolio resilience means it looks potentially attractive…
21 Feb
21 Feb
Fund Research
JPMorgan European Discovery
JEDT offers core European smaller companies exposure with an adaptable and flexible investment approach, possibly suited to a changing investment landscape…
21 Feb
21 Feb
December 2022
Features
Investment Trusts: The benefit of real estate investment
Explore the diversifying benefits of UK and European real estate through Schroders Investment Trusts...
30 Dec
30 Dec
News
Results analysis: Henderson European Focus Trust
HEFT’s valuation sensitivity and strategic flexibility look well suited for a troubled economic period…
08 Dec
08 Dec
Fund Research
CT Private Equity
CTPE’s differentiated strategy continues to deliver strong results…
28 Dec
28 Dec
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s attractions remain undiminished, yet trade on a discount of 4.5%…
20 Dec
20 Dec
November 2022
Features
Finding reasons to be cheerful in European equities
2022 has been grim for investors in European equities. The economic environment remains challenging, but, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc, there are some reasons to be more optimistic...
25 Nov
25 Nov
News
Results analysis: JPMorgan European Growth & Income
JEGI’s new structure offers an attractive combination of income and growth potential…
29 Nov
29 Nov
News
Results analysis: BlackRock Greater Europe
BRGE’s managers report share prices in long-term growth opportunities are reflecting poor sentiment, not fundamentals…
10 Nov
10 Nov
Fund Research
European Opportunities Trust
A sustainable growth portfolio for more uncertain times...
16 Nov
16 Nov
October 2022
Head to head
European equities: Oui ou non?
Our analysts go head to head on the prospects for investors looking to the continent for prospective investments...
05 Oct
05 Oct
Fund Research
TRIG - Renewables Infrastructure Group
We look at TRIG’s key sensitivities to macro factors…
26 Oct
26 Oct
Fund Research
International Biotechnology
Attractive valuations in a sector with strong long-term secular growth...
12 Oct
12 Oct
September 2022
Replay
Slides and Audio: BlackRock Greater Europe
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
28 Sep
28 Sep
Replay
Slides and Audio: Baillie Gifford European Growth
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
28 Sep
28 Sep