February 2025
Strategy

Beating the odds
What would a stock picker’s market even be?
19 Feb
19 Feb
Market insight

IBT poised for a relief rally
Biotechnology has strong fundamentals and attractive valuations…
17 Feb
17 Feb
Fund Research

International Biotechnology (IBT)
IBT is benefitting from a resurgence in small-cap biotechs…
26 Feb
26 Feb
December 2024
Strategy

The little trust that could
A plucky performance saw this small cap trust end the year ahead of a strong pack in our annual top picks challenge...
20 Dec
20 Dec
Fund Research

Brown Advisory US Smaller Companies
BASC’s recovery potential shows through in recent performance…
23 Dec
23 Dec
November 2024
Trust issues

Trust Issues: investing in US small-caps with BASC manager Christopher Berrier
We discuss the opportunities in the US small-cap sector with Brown Advisory US Smaller Companies, Christopher Berrier...
28 Nov
28 Nov
Trust issues

Trust Issues - investing in biotech with IBT managers Ailsa Craig & Marek Poszepczynski
We discuss opportunities for investors in the biotech sector with IBT managers Ailsa Craig & Marek Poszepczynski...
11 Nov
11 Nov
Market insight

Biotechnology looks set to take off with a new President in the White House
IBT should benefit from a lighter touch regulatory regime in the USA…
11 Nov
11 Nov
Features

How will the US election impact biotechnology?
How the biotech sector may fare in different election outcomes...
01 Nov
01 Nov
News

Results analysis: International Biotechnology Trust
IBT continues to outperform its index, showcasing the benefits of active management…
05 Nov
05 Nov
Fund Research

NB Private Equity Partners
NBPE can hunker down until realisations improve…
27 Nov
27 Nov
Fund Research

International Biotechnology
IBT’s managers are positioned for the sector’s recovery to continue…
13 Nov
13 Nov
October 2024
Events

Global equities in a year of change
Watch and download the presentations from this week's event...
13 Oct
13 Oct
Features

Baillie Gifford US Growth Trust: Manager Insights
Investment manager Gary Robinson shares insights on the trust's performance, strategic shifts towards growth and the impact of generative AI on the portfolio...
25 Oct
25 Oct
Features

Investing in US markets: Why AI isn't the only source of growth
Investors have narrowly focused on a single growth theme in US markets: AI. In reality, the US has many pockets of structural growth, which can bring opportunities for those investing in North American equities. Demographic shifts and innovation are supporting the healthcare sector, for example, while supply chain changes are supporting a range of industrial companies. Decarbonisation is an important source of growth. There are also clear opportunities in AI beyond the narrow range of infrastructure companies that have led the pack to date...
04 Oct
04 Oct
Fund Research

Middlefield Canadian Income
MCT offers a high dividend yield from Canadian equities…
22 Oct
22 Oct
July 2024
Strategy

Balancing act
We ask why trusts with a more flexible approach have outperformed…
17 Jul
17 Jul
Strategy

A really great stockmarket, the best, some tell me the best they’ve ever seen
US equities should be the bedrock of any diversified portfolio…
03 Jul
03 Jul
Fund Research

JPMorgan American
JAM has carefully and successfully navigated the US market over several years…
17 Jul
17 Jul
June 2024
Video

Talking Trusts: Interview with Dean Orrico, manager of Middlefield Canadian Income
We talk about the opportunity for investors in Canada with MCT...
18 Jun
18 Jun
Market Insight

Canada becomes the first G7 to cut rates
The Bank of Canada's rate cut could be very positive for Middlefiield Canadian Income (MCT)...
10 Jun
10 Jun
Features

BlackRock Sustainable American Income Trust plc: A Look Ahead for 2024
As investors look ahead to 2024, they still need to decide whether to take the risk in equity markets, or keep their savings in cash. Cash rates remain high for the time being, and there are a range of factors that could create market volatility in the year ahead. Nevertheless, while the future is uncertain, there are a number of reasons to hold faith in the markets for long term income and capital growth...
14 Jun
14 Jun
May 2024
Trust Issues

Investing in US small-caps with BASC manager Christopher Berrier - Podcast: Trust Issues #31
We discuss opportunities for investors in the US small-cap sector with BASC manager Christopher Berrier...
20 May
20 May
Market Insight

A piping hot story about Canadian gas
A chance to meet MCT and long-term holding Enbridge...
13 May
13 May
Features

Baillie Gifford US Growth Trust Webinar
In this recent webinar, investment manager Kirsty Gibson shares insights on identifying and investing in America's exceptional growth businesses, both public and private...
10 May
10 May
Fund Research

NB Private Equity Partners
NBPE’s realisation activity shows its portfolio is ‘in demand’…
28 May
28 May