December 2018
Year ahead
Ladies, gentlemen and non-binary persons, start your engines…
With Britain only months away from the bright, sunlit uplands of Brexit and America officially ‘great’ again, we present our best ideas for what looks set to be a fascinating year…
31 Dec
31 Dec
Strategy
Efficiency is everything
With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...
13 Dec
13 Dec
Strategy
Surf's up
As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which have rarely looked cheaper...
05 Dec
05 Dec
Features
Brexit: Why we see an opportunity in smaller companies
The team behind Invesco Perpetual UK Smaller Companies Investment Trust believe the current shenanigans could work out well for investors who are prepared to hold their nerve...
10 Dec
10 Dec
Invesco
The long term opportunity in domestic value
Invesco's Ciaran Mallon thinks the referendum has created a clear opportunity for UK investors...
05 Dec
05 Dec
Fund Research
Invesco Select: UK Equity
James Goldstone aims to identify undervalued companies and take advantage of the under-pricing...
04 Dec
04 Dec
October 2018
Strategy
We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
03 Oct
03 Oct
Events
The Investment Trust Advantage
Our recent conference for discretionary fund managers saw some of the UK's leading fund managers discussing the outlook for the world's major regions and asset classes...
16 Oct
16 Oct
Fund Research
Invesco Perpetual UK Smaller Companies
A consistent and cautious approach has contributed to Invesco Perpetual UK Smaller Companies outperforming over the longer term...
23 Oct
23 Oct
Fund Research
Invesco Income Growth
Invesco Income Growth is a cautiously-managed portfolio of UK equities, which aims to produce above inflation dividend growth but also capital growth in excess of the FTSE All Share...
03 Oct
03 Oct
August 2018
Strategy
The income edge
Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for income-hungry investors...
15 Aug
15 Aug
Opinion
Has the time come for global equity income?
Although Global Equity Income-orientated strategies have been underperforming the wider market, Invesco Perpetual's John Botham explains that rising interest rates have historically been catalysts for a change in market leadership...
23 Aug
23 Aug
Opinion
Why Asia's crosswinds will not blow it off course
Ian Hargreaves explains why heightened trade tensions and fading earnings momentum will not stop Asia's equities shining...
17 Aug
17 Aug
July 2018
Strategy
The Bulletproof Income Portfolio
Our Bulletproof Income Portfolio was set up to illustrate the benefits of investment trusts in providing a stable income...
25 Jul
25 Jul
Strategy
The devil and the deep blue sea...
We are making a number of changes to our model portfolios, which have prospered (for the most part!) in a challenging environment...
25 Jul
25 Jul
Strategy
Go big or go home
The overwhelming evidence is that fund managers who are willing to back their convictions with punchy bets are the ones that tend to outperform by the highest margin...
09 Jul
09 Jul
Opinion
Mark Barnett: Finding opportunity in financials...
Mark Barnett highlights the UK’s alternative finance market, which has caused disruption to the traditional forms of credit since the Great Financial Crisis...
26 Jul
26 Jul
Video
Outlook for Asia: still positive?
Invesco's Ian Hargreaves gives his take on the trade war and more...
03 Jul
03 Jul
Fund Research
Edinburgh Investment Trust
A large UK focused investment trust with a strong long-term record trading on a deep discount thanks to an out-of-favour style...
26 Jul
26 Jul
June 2018
Fund Research
Still waters run deep
UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests this could be unjustified...
13 Jun
13 Jun
Strategy
A winning combination
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
27 Jun
27 Jun
Strategy
Pretty little things
Many smaller companies managers have been shifting into micro caps in 2018, should investors be following suit?
19 Jun
19 Jun
Video
Unearthing opportunities in smaller companies
Jonathan Brown and Robin West, UK Equities Fund Managers, explain how they identify prospects in the small cap market and how they have applied it to their portfolios.
08 Jun
08 Jun
Opinion
Mark Barnett: Business as usual?
Invesco Perpetual’s head of UK equities Mark Barnett examines the sectors where he is finding opportunities...
08 Jun
08 Jun
Fund Research
Invesco Perpetual UK Smaller Companies
A UK smaller companies fund which aims to achieve above average returns through the cycle with lower volatility...
19 Jun
19 Jun
Fund Research
Invesco Select: Global Equity Income
A solid track record, a yield of 3.2%, and year on year dividend growth since launch...
13 Jun
13 Jun
May 2018
Strategy
Causing disruption: tobacco and the next generation
Mark Barnett explores the impact of next generation products on the tobacco industry...
23 May
23 May
Strategy
Backing Blighty
We highlight trusts with a heavy focus on domestically focused UK equities...
23 May
23 May
Fund Research
Invesco Select: UK Equity
Positioned for a rebound in valuations in companies exposed to the unloved UK domestic economy...
23 May
23 May