September 2024
Strategy
No place like home?
Our analysts debate the benefits and drawbacks of investing in what you know best…
25 Sep
25 Sep
Market insight
Last of the summer’s climb?
Richard Staveley’s engagement with Funding Circle has contributed to stellar returns for RKW...
09 Sep
09 Sep
Features
Where strength lies in small caps: a BlackRock assessment
The smaller company landscape in the UK is truly diverse, with a breadth of sectors represented. This makes it a fertile hunting ground for active stockpickers investing for long-term growth: it is possible to sidestep sectors that are struggling, and target sectors with stronger growth prospects. However, at the moment, it is possible to be optimistic in most areas within smaller companies...
20 Sep
20 Sep
Features
Why are domestic smaller companies providing refreshed opportunities?
UK smaller companies are often seen as a play on the domestic UK economy, but in reality on the BlackRock Throgmorton Trust (THRG), we always have the choice to invest in more internationally-focused companies if that is where we see investment opportunities. However, at the moment we see the best prospects for long-term capital growth in the domestic market. Why?
13 Sep
13 Sep
Fund Research
JPMorgan UK Small Cap Growth & Income
JUGI’s stellar performance and new dividend strategy makes it a compelling UK small-cap option…
18 Sep
18 Sep
Fund Research
Rockwood Strategic
RKW’s high conviction approach has led to sector-leading returns…
18 Sep
18 Sep
Fund Research
Aberforth Geared Value & Income
AGVI could be the highest-conviction play on a UK recovery…
04 Sep
04 Sep
July 2024
Strategy
Things can only get better
Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year...
10 Jul
10 Jul
Market insight
Aberforth Smaller Companies has had an exceptional year so far
UK small cap value has already started to outperform…
15 Jul
15 Jul
News
Results analysis: Miton UK MicroCap
MINI’s portfolio’s upside ‘can hardly be over-stated’…
12 Jul
12 Jul
June 2024
Strategy
Kings for a day
As Britain heads to the polls, our analysts imagine what they'd do given a chance to implement economic reform…
26 Jun
26 Jun
News
Results analysis: Rockwood Strategic
RKW’s results show strong performance, with the momentum continuing post period end…
19 Jun
19 Jun
Fund Research
Aberforth Smaller Companies
ASL’s valuation discipline has delivered good returns, supported by an impressive M&A hit rate…
28 Jun
28 Jun
May 2024
Strategy
It’s a small world after all
A recent rally in smaller companies could be the start of a long-term recovery…
29 May
29 May
Trust Issues
The opportunity in UK small-caps with Rockwood Strategic manager Richard Staveley - Podcast: Trust Issues #30
We discuss opportunities for investors in the UK small-cap sector with RKW manager Richard Staveley...
17 May
17 May
Market Insight
Rockwood’s concentrated micro-cap approach has delivered again
RKW’s phoenix-like performance shows there’s still hope for the UK…
01 May
01 May
Features
BlackRock Smaller Companies Trust plc: A Look Ahead for 2024
Investors have been waiting for green shoots from UK smaller companies for much of the past two years. Rising interest rates, higher inflation and economic uncertainty have conspired to suppress any revival. The sector has been through the deepest and longest period of underperformance in over 40 years...
17 May
17 May
News
Results analysis: BlackRock Smaller Companies
BRSC has outperformed the index in a challenging period…
15 May
15 May
Fund Research
Invesco Perpetual UK Smaller Companies
IPU is seeking to capitalise on a potential UK recovery by increasing gearing…
31 May
31 May
Fund Research
BlackRock Throgmorton Trust
THRG has performed well over the past year, with outperformance accelerating in recent months…
21 May
21 May
Fund Research
abrdn UK Smaller Companies Growth
AUSC’s quality growth portfolio could benefit from a change in market style…
20 May
20 May
April 2024
Strategy
Micro-managing
What opportunities exist in the smallest part of the UK market?
10 Apr
10 Apr
Strategy
Tall poppies
We highlight those trusts having to print new shares to keep up with demand…
03 Apr
03 Apr
Trust Issues
Investing in UK small-caps with BlackRock Smaller Companies - Podcast: Trust Issues #29
We discuss what BRSC offers investors looking for exposure to UK small-caps...
29 Apr
29 Apr
Fund Research
BlackRock Smaller Companies
A focus on fundamentals may act as a catalyst for BRSC to bounce back…
30 Apr
30 Apr