April 2021
Head to head
The next value opportunity?
Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
28 Apr
28 Apr
Features
The importance of investment fundamentals in a crisis
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 Greater Europe Investment Trust plc.
21 Apr
21 Apr
March 2021
Replay
Slides and Audio: European Opportunities Trust
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
04 Mar
04 Mar
Features
Baillie Gifford European Growth Trust - Manager Update
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.
01 Mar
01 Mar
Fund Research
Henderson EuroTrust
Active re-positioning around the COVID-19 recovery means HNE continues to widen its outperformance….
05 Mar
05 Mar
Fund Research
European Opportunities
Down, but not out: JEO has a challenging period of performance in 2020 but we think the double-digit discount presents an opportunity...
04 Mar
04 Mar
January 2021
Features
How Covid is changing the way we shop
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 of shopping.
25 Jan
25 Jan
Features
Podcast: How Covid is changing the way we shop
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 means for the future of shopping.
25 Jan
25 Jan
Fund Research
Fidelity European Trust
FEV offers investors a balanced exposure to European equities, with a strong performance record and dividend yield…
07 Jan
07 Jan
December 2020
Strategy
What the illuminati don’t want you to know
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
30 Dec
30 Dec
Strategy
2020 Hindsight
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'...
30 Dec
30 Dec
Strategy
What the Dickens!
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
23 Dec
23 Dec
Fund Research
BlackRock Greater Europe
BRGE offers a bottom-up European equity portfolio and a strong track record…
23 Dec
23 Dec
October 2020
Strategy
Nice guys finish first
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
15 Oct
15 Oct
Features
Europe: the road to recovery
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...
07 Oct
07 Oct
News
Results analysis: BlackRock Greater Europe
Reporting results for the full year ending August 2020, BRGE has continued to perform strongly in the face of uncertain conditions…
28 Oct
28 Oct
Fund Research
Henderson EuroTrust
HNE has outperformed in each of the three phases in markets this year, yet trades on a discount of 9.3%...
28 Oct
28 Oct
August 2020
Strategy
Has the time come for Europe?
With mutual eurozone debt established all eyes are on the continent once more; but what will drive relative returns?
19 Aug
19 Aug
Strategy
Recipe for disaster?
In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
06 Aug
06 Aug
July 2020
Fund Research
European Opportunities
A torrid 2020 for JEO means it is on an attractive discount...
25 Jul
25 Jul
Fund Research
BlackRock Greater Europe
The strongest-performing trust in the sector over the past five years, BRGE offers a portfolio of high-growth European opportunities…
23 Jul
23 Jul
December 2019
Features
Baillie Gifford European Growth
Baillie Gifford are now managers of the re-named Baillie Gifford European Growth Trust plc. In this film, co-managers Stephen Paice and Moritz Sitte outline why they have repositioned the portfolio to focus on the 40 or so companies that they believe are most likely to deliver outstanding growth over the next five to ten years...
17 Dec
17 Dec
Fund Research
BlackRock Greater Europe
BRGE offers a concentrated portfolio of high-quality companies located across Europe…
18 Dec
18 Dec
Fund Research
Henderson EuroTrust
The new manager is now outperforming, meaning HNE’s current discount is an interesting proposition…
12 Dec
12 Dec
October 2019
Fund Research
European Opportunities
Run by one of the most successful fund managers in the investment trust universe, JEO offers exposure to exciting growth opportunities across Europe…
22 Oct
22 Oct
Fund Research
JPMorgan European Income
One of the only income vehicles across the European universe, JETI offers UK investors a unique way to diversify their income…
07 Oct
07 Oct