March 2024
Strategy
How to grow old gracefully (and preferably rich)...
Ahead of the final week of our event, focused on retirement planning, we consider some of the complexities of portfolio construction…
20 Mar
20 Mar
Strategy
Roller coaster ride
Thematic funds have seen significant outflows over the past two years…
13 Mar
13 Mar
Market Insight
IBT’s managers pass three-year milestone well ahead of peers
Ailsa Craig and Marek Poszepczynski have delivered strong outperformance of index and peers over three years…
18 Mar
18 Mar
Features
Behind the trust: International Biotechnology Trust plc
Biotech companies stand to inject high returns and positive social impact into an investor’s portfolio and International Biotechnology Trust has an impressive track record of doing this with lower volatility than the index (NASDAQ Biotechnology Index), while paying a healthy dividend yield...
01 Mar
01 Mar
News
Results analysis: Bellevue Healthcare
Reviewing a tough financial year, but the last three months give grounds for optimism...
05 Mar
05 Mar
Fund Research
Bellevue Healthcare
BBH could be poised for strong performance as the rate cycle eases…
21 Mar
21 Mar
Fund Research
International Biotechnology
Ailsa Craig and Marek Poszepczynski are celebrating their first three years as managers of IBT…
18 Mar
18 Mar
September 2023
Trust Issues
A biotech bounce back? With IBT Manager Ailsa Craig - Podcast: Trust Issues #22
We talk the move to Schroders, managing risk, and reinvesting the proceeds of M&A activity...
28 Sep
28 Sep
Fund Research
International Biotechnology
IBT managers’ unique approach set to continue at Schroders…
15 Sep
15 Sep
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
Flash Update
Flash Update: International Biotechnology Trust
IBT moves to Schroders, with no change to team or process and the prospect of lower costs over time…
03 Aug
03 Aug
July 2022
Strategy
Ingredients for success
We identify several less conventional trusts that offer strong sources of diversification to major indices…
20 Jul
20 Jul
News
Results analysis: Bellevue Healthcare
BBH’s managers appear resolute in their conviction, despite a challenging period for performance…
12 Jul
12 Jul
March 2022
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
Replay
Slides and Audio: BB Healthcare
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...
25 Mar
25 Mar
Fund Research
International Biotechnology
IBT’s managers appear confident that valuations are increasingly attractive…
30 Mar
30 Mar