November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Replay
Slides and Audio: Middlefield Canadian Income
Download the presentation and listen to the audio from our webinar from 9 November...
10 Nov
10 Nov
Features
Baillie Gifford: embracing the unpredictable
Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie Gifford US Growth Trust explains.
18 Nov
18 Nov
Fund Research
JPMorgan American
JAM’s continued outperformance puts it in the spotlight as a low-cost, core option for US equities...
21 Nov
21 Nov
Fund Research
Middlefield Canadian Income
A long track record of steady dividends and unique exposure to Canadian equity income stocks makes MCT an ideal income portfolio diversifier...
10 Nov
10 Nov
Fund Research
NB Private Equity Partners
If NBPE’s portfolio companies prove resilient, the 35% discount may offer value…
03 Nov
03 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
International Biotechnology
Attractive valuations in a sector with strong long-term secular growth...
12 Oct
12 Oct
September 2022
Replay
Slides and Audio: Brown Advisory US Smaller Companies
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 21 September...
28 Sep
28 Sep
Features
Baillie Gifford US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, provides an update on recent performance and explains why the Trust continues to focus on fundamentals in uncertain times...
23 Sep
23 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC’s managers took advantage of falling markets, in a tough year for small caps…
29 Sep
29 Sep
News
Results analysis: US Solar Fund
USF’s discount and high yield mark it out compared to peers…
26 Sep
26 Sep
News
Results analysis: Middlefield Canadian Income
MCT's wide discount may prove attractive to investors...
21 Sep
21 Sep
Fund Research
BlackRock Sustainable American Income
BRSA’s ESG-conscious approach to US value investing has generated positive near-term returns despite the market rout…
22 Sep
22 Sep
May 2022
Replay
Slides and Audio: International Biotechnology
Download the presentation and listen to the audio from our 'Alternatives for income investors' virtual week from 25 May...
27 May
27 May
Features
Time to reappraise the ‘value’ approach?
After a tough decade, the environment for the value approach is improving, says Lisa Yang, Co-Manager of the BlackRock Sustainable American Income Trust plc. Is it time for investors to take note?
13 May
13 May
Fund Research
JPMorgan US Smaller Companies
JUSC’s quality bias has driven its recent outperformance, although it still trades on a historically wide discount…
31 May
31 May
Fund Research
Middlefield Canadian Income
MCT allows investors to access a high-yielding market prospering from high commodity prices at an attractive discount…
12 May
12 May
April 2022
Features
Baillie Gifford US Growth Trust: The long view
The US is home to fast-growing, disruptive and culturally unique companies. Watch this recent webinar recording to hear from fund managers Gary Robinson and Kirsty Gibson as they discuss growth investing in the US and the businesses that are driving structural change across sectors worldwide...
29 Apr
29 Apr
Fund Research
JPMorgan American
JAM’s blended approach to US equities has allowed it to outperform in a very difficult market…
05 Apr
05 Apr
March 2022
Replay
Slides and Audio: BlackRock Sustainable American Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 Mar
Features
A differentiated approach to building long-term value
When it comes to choosing a private equity manager, it is vital to choose carefully...
23 Mar
23 Mar
Features
The under-explored power of listed private equity
Private equity remains off piste for most investors despite its potential appeal as a core holding…
09 Mar
09 Mar
News
Results analysis: US Solar Fund
USF offers a high dividend from cashflows fixed far into the future…
24 Mar
24 Mar