BRGE offers investors an unconstrained approach to European equities and has generated sector-leading performance…
HEFT offers investors flexible exposure to Europe, with a current tilt toward value supporting the potential for returns…
HEFT is positioned for the next leg of Europe’s pandemic recovery, having outperformed its benchmark over the last six months…
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
European companies have quietly built up some of the world’s largest digital platforms for ecommerce. The next stage will be anything but quiet say Stephen Paice and Moritz Sitte, joint managers of...
Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
2020 was a treacherous time for companies, but it showed the importance of capable management teams, a strong market position and resilient growth, says Stefan Gries, Co-Manager of the BlackRock Gr...
Active re-positioning around the COVID-19 recovery means HNE continues to widen its outperformance….
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
Down, but not out: JEO has a challenging period of performance in 2020 but we think the double-digit discount presents an opportunity...
Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook. Capital at Risk.
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. Baillie Gifford investment manager Moritz Sitte explores what this means for the future...
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. In our Short Briefings on Long Term Thinking podcast, Moritz Sitte explores what this m...
FEV offers investors a balanced exposure to European equities, with a strong performance record and dividend yield…
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
BRGE offers a bottom-up European equity portfolio and a strong track record…
Reporting results for the full year ending August 2020, BRGE has continued to perform strongly in the face of uncertain conditions…
HNE has outperformed in each of the three phases in markets this year, yet trades on a discount of 9.3%...
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
In Europe, the pandemic has paved the way for a brave new era of co-operation, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc...
With mutual eurozone debt established all eyes are on the continent once more; but what will drive relative returns?
In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
