September 2022
Fund Research
MIGO Opportunities
MIGO’s underlying discount to NAV has rarely been wider…
27 Sep
27 Sep
Fund Research
Ruffer Investment Company
RICA is positioned to protect against inflation or a new leg down in equity markets…
15 Sep
15 Sep
Fund Research
Momentum Multi-Asset Value Trust
MAVT’s diversified, multi-asset portfolio and attractive yield may provide a source of ‘refined value’ in volatile markets…
15 Sep
15 Sep
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
Strategy
A game of two halves
In the second article of our series on the AIC Flexible Investment sector we see how performance has stacked up during two years when markets were poles apart...
06 Jul
06 Jul
Fund Research
Aberdeen Diversified Income & Growth
ADIG offers investors an unconstrained multi-asset portfolio, including hard-to-access private market investments sourced through abrdn’s origination platform...
29 Jul
29 Jul
Fund Research
Schroder Asian Total Return
ATR’s sophisticated strategy is an attractive way to take long-term Asia exposure…
19 Jul
19 Jul
May 2022
Strategy
Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
18 May
18 May
Strategy
Catch a tiger by the tail
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
11 May
11 May
Replay
Slides and Audio: JPMorgan Global Core Real Assets
Download the presentation and listen to the audio from our 'Alternatives for income investors' virtual week from 27 May...
27 May
27 May
April 2022
News
Flash update: JPMorgan Global Core Real Assets
JARA is firing on all cylinders and has recorded strong returns over the past year with the share price discount narrowing as a result…
20 Apr
20 Apr
Fund Research
MIGO Opportunities
MIGO’s underlying discounts are currently wide relative to history…
20 Apr
20 Apr
January 2022
Fund Research
Momentum Multi-Asset Value Trust
A ready-made multi-asset portfolio with an attractive yield and a contrarian, value style…
19 Jan
19 Jan
Fund Research
Invesco Select: Balanced Risk Allocation
IVPB aims to offer equity-like returns, but with fewer nerve-wracking moments...
12 Jan
12 Jan
December 2021
Strategy
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
30 Dec
30 Dec
Strategy
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
22 Dec
22 Dec
Fund Research
Ruffer Investment Company
RICA’s strong performance during the pandemic and in the market recovery has highlighted its credentials as an all-weather strategy…
20 Dec
20 Dec
Fund Research
Third Point Investors
A stellar performance this year shines a positive light on TPOU…
08 Dec
08 Dec
October 2021
Features
Consistency is key
Marking its 25th anniversary, Momentum Multi-Asset Value Trust (MAVT) continues to deliver inflation-beating returns by investing in a highly differentiated range of assets, giving investors access to continually evolving holdings that they are unlikely to find in other funds…
15 Oct
15 Oct
Fund Research
Caledonia Investments
Despite CLDN’s useful approach to blending public and private equity investing, it trades on a wide discount….
06 Oct
06 Oct
August 2021
Strategy
60/40 and other dinosaurs
A simple practical step to take your portfolio from the 1990s into the 2020s...
04 Aug
04 Aug
Fund Research
MIGO Opportunities
MIGO’s managers report that market conditions continue to offer them attractive discount opportunities...
11 Aug
11 Aug
Fund Research
JPMorgan Global Core Real Assets
JARA is now fully invested and offers a 4.4% yield from a diversified portfolio…
04 Aug
04 Aug