July 2024
Strategy
Things can only get better
Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year...
10 Jul
10 Jul
Features
Baillie Gifford China Growth Trust: Manager Insights
Investment manager Sophie Earnshaw discusses the trust's journey through 2023, addressing market challenges, portfolio updates, and future opportunities...
26 Jul
26 Jul
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
JPMorgan China Growth & Income
JCGI’s managers expect handsome long-term returns from their portfolio after last year’s sell-off…
16 Aug
16 Aug
March 2023
Trust Issues
Podcast: Trust Issues #13 - Finding the best growth stocks in China, with ACIC Manager Elizabeth Kwik
It's been an interesting start to life for the trust, which was launched in late 2021...
29 Mar
29 Mar
Blog
ISA Event: Eastern promise
This week we heard from managers in Vietnam, India, China and more…
24 Mar
24 Mar
December 2022
Features
Upheaval and opportunity in China’s reforming society
President Xi Jinping’s plans to reshape China mean upheaval and opportunity, Sophie Earnshaw and Roderick Snell, joint managers of Baillie Gifford China Growth Trust, tell Joji Sakurai...
02 Dec
02 Dec
Fund Research
JPMorgan China Growth & Income
JCGI is well-positioned for China’s reopening over the short term and the economy’s transition over the long term…
28 Dec
28 Dec
Fund Research
abrdn China
Unjustifiably poor sentiment and a change in the lockdown stance could be the spur for China and ACIC…
09 Dec
09 Dec
July 2022
Strategy
Ready player one
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
13 Jul
13 Jul
Features
Baillie Gifford China Growth Trust: Manager Insights
Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020...
01 Jul
01 Jul
May 2022
Strategy
Bull in a China shop
Chinese stocks are looking cheap, and we argue that now may be a good time to allocate more to China for the long-term...
25 May
25 May
Strategy
Time to change the record
We ask whether equities can still offer meaningful diversification or whether investors need to turn to alternatives…
04 May
04 May
Features
China Growth Trust: Missing a paradigm shift
In this recent webinar, investment manager Sophie Earnshaw shares her latest thoughts on investing in China...
20 May
20 May
Fund Research
abrdn China
ACIC is a new strategy aligned to China’s long-term growth potential...
04 May
04 May
September 2021
Strategy
Winter is coming
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
01 Sep
01 Sep
Head to head
Slings and arrows
Our analysts argue over whether it’s better to take arms against volatility in a portfolio, or to simply suffer it…
29 Sep
29 Sep
December 2020
Strategy
What the illuminati don’t want you to know
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
30 Dec
30 Dec
Strategy
2020 Hindsight
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
30 Dec
30 Dec
Strategy
What the Dickens!
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
23 Dec
23 Dec