November 2024
Strategy

Big wheels keep on turnin’
The US election throws up several investment ideas from the mainstream to the more idiosyncratic...
20 Nov
20 Nov
Bull vs bear

Bull vs bear: Bellevue Healthcare
We provide a round-up of the bull and bear arguments for Bellevue Healthcare...
21 Nov
21 Nov
Trust issues

Trust Issues - investing in biotech with IBT managers Ailsa Craig & Marek Poszepczynski
We discuss opportunities for investors in the biotech sector with IBT managers Ailsa Craig & Marek Poszepczynski...
11 Nov
11 Nov
Market insight

Biotechnology looks set to take off with a new President in the White House
IBT should benefit from a lighter touch regulatory regime in the USA…
11 Nov
11 Nov
Trust issues

Trust Issues: the future of weight-loss drugs with BBH portfolio manager Paul Major
Paul Major talks us through BBH’s exposure to weight-loss drugs…
04 Nov
04 Nov
Features

How will the US election impact biotechnology?
How the biotech sector may fare in different election outcomes...
01 Nov
01 Nov
News

Results analysis: International Biotechnology Trust
IBT continues to outperform its index, showcasing the benefits of active management…
05 Nov
05 Nov
Fund Research

International Biotechnology
IBT’s managers are positioned for the sector’s recovery to continue…
13 Nov
13 Nov
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