February 2024
Trust Issues
Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
14 Feb
14 Feb
Features
Stock spotlight: Dexcom
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business...
23 Feb
23 Feb
Features
Stock spotlight: Airbus
In our new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor...
16 Feb
16 Feb
Features
Stock spotlight: Ashtead
Jonathan Mills from Metropolis Capital talks about his conviction in the equipment rental firm, Ashtead, which supplies a wide range of plant and commercial equipment to companies in the UK, US and Canada...
07 Feb
07 Feb
July 2023
Strategy
Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
12 Jul
12 Jul
News
Results analysis: Alliance Trust
ATST delivered strong NAV returns in the first half of the year…
28 Jul
28 Jul
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
News
Results analysis: Alliance Trust
ATST’s 2022 full-year results illustrate that its unique approach to portfolio allocation is paying off…
09 Mar
09 Mar
March 2022
Strategy
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
17 Mar
17 Mar
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 Mar
Head to head
You say tomato…
Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach...
30 Mar
30 Mar
December 2021
Replay
Slides and Audio: Alliance Trust
Our research team at Kepler Trust Intelligence hosted a 45 minute webinar update with Willis Towers Watson, the managers of Alliance Trust...
01 Dec
01 Dec
Fund Research
Alliance Trust
ATST offers investors a ‘core’ equity exposure, utilising seldom-found managers and having recently upgraded its dividend…
21 Dec
21 Dec
October 2021
Strategy
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
20 Oct
20 Oct
INSIGHT
Stock-picking global trusts are on a roll – and look cheap
Despite their balanced approaches, ATST and BUT rank as the first and third performing global equity strategies this year….
15 Oct
15 Oct