February 2021
Strategy
Jungle Fever
Soaring interest in ESG has exciting implications, but risks pushing some stocks to distinctly unsustainable valuations...
17 Feb
17 Feb
Head to head
Dire Straits or Money for Nothing?
With the sector having seen discounts narrow like never before – our analysts debate whether a premium is a price worth paying…
24 Feb
24 Feb
October 2019
Strategy
Life on Mars: could inflation take us back to the '70s?
We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...
16 Oct
16 Oct
Strategy
Bond proxy?
As a replacement or complement for longer duration bonds, listed alternative income funds look an interesting, well… alternative..
09 Oct
09 Oct
September 2019
Strategy
Rebels no more...
Climate change and sustainability is now mainstream - we launch ESG analysis into all of our fund research…
19 Sep
19 Sep
Fund Research
Greencoat UK Wind
UKW invests in operating wind farms, aiming to provide an RPI-linked dividend and preserve the real value of the NAV…
19 Sep
19 Sep
July 2018
Strategy
The Evergreen Annuity Portfolio
Our Evergreen Annuity Portfolio was set up to provide a high income, rising at least in line with inflation...
25 Jul
25 Jul
Strategy
A new dawn
As the sun sets on fossil fuels, we examine the opportunities for investors in the burgeoning listed renewable infrastructure sector...
19 Jul
19 Jul
March 2018
Strategy
Electric dreams
The global shift toward electrification could spark many opportunities…
26 Mar
26 Mar
Fund Research
Greencoat UK Wind
Aims to provide investors with an annual dividend that increases in line with RPI inflation while preserving the real value of the NAV
21 Mar
21 Mar
November 2017
Model portfolio
Under pressure
Our model portfolio designed as an annuity alternative is coping so far, but may struggle to keep pace with inflation at this rate…
20 Nov
20 Nov
Fund Research
Starwood European Real Estate Finance
Generating a reliable income from property backed loans
20 Nov
20 Nov
Fund research
Greencoat UK Wind
A differentiated trust generating both income and capital growth from operating UK wind farms
20 Nov
20 Nov
Fund research
Aberdeen Diversified Income & Growth
A very broadly diversified portfolio which aims to generate an “attractive” yield though a low volatility multi-asset approach
20 Nov
20 Nov
Fund Research
Empiric Student Property
A diversified portfolio of student properties around the UK, the majority of which are let to international students
20 Nov
20 Nov
Fund Research
Henderson Diversified Income
A unique vehicle and provides an excellent one-stop-shop for generalist investors to get exposure across a wide spread of credit markets
20 Nov
20 Nov
November 2016
Strategy
Weathering well
The Evergreen Annuity Portfolio enters its second year with a solid performance from most of its constituents...
16 Nov
16 Nov
Fund Research
Greencoat UK Wind
An update of the Greencoat UK Wind investment trust including share price performance, discount, dividend, premium, asset allocation and gearing analysis...
16 Nov
16 Nov