April 2019
Strategy
Nothing compares to EU
Currently one of the financial world's most unloved regions, we look at the sectors that are unique to Europe and how the persistent pessimism has presented attractive opportunities…
24 Apr
24 Apr
Strategy
Because they're worth it
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
10 Apr
10 Apr
Fund Research
Henderson EuroTrust
Henderson EuroTrust (HNE) offers a great opportunity for investors to diversify their portfolios and gain exposure to some of the unique companies that Europe has to offer...
24 Apr
24 Apr
Fund Research
BlackRock Greater Europe
Under a new management structure, BRGE aims to generate capital growth from all-cap companies listed in Europe...
23 Apr
23 Apr
February 2019
Strategy
A marathon not a sprint
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
27 Feb
27 Feb
Strategy
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
06 Feb
06 Feb
Fund Research
European Opportunities
Jupiter European Opportunities (JEO) has reigned supreme across Europe for the past decade or so, in both consistency and extent of outperformance...
22 Feb
22 Feb
November 2018
Strategy
Every cloud...
The endless grinding negativity of Brexit has driven investors away from Europe in scores, leaving rich pickings for opportunistic buyers...
28 Nov
28 Nov
Fund Research
Henderson EuroTrust
Having had the longest-tenured manager in the sector, a new manager is taking the reins and making some subtle changes to the portfolio.
26 Nov
26 Nov
Fund Research
Fidelity European Trust
Fidelity European Values aims for long-term capital growth via a portfolio of European equities, managed with a conservative stockpicking approach...
26 Nov
26 Nov
August 2018
Strategy
Reassuringly expensive?
Some investment trust premiums have been stretched to eye-watering levels. Have investors been enjoying themselves in the sun too much? We try to rationalise current levels and suggest alternatives...
22 Aug
22 Aug
Strategy
The income edge
Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for income-hungry investors...
15 Aug
15 Aug
January 2018
Europe
Fishing in the right pond...
Finding a manager who can consistently outperform is difficult, but our anlaysis shows that it is possible to tilt the odds in your favour...
23 Jan
23 Jan
Greater Europe
Signs of continental shift
BlackRock Greater Europe portfolio co-manager Stefan Gries explains what’s driving investment opportunities in Greater Europe...
24 Jan
24 Jan
Fund Research
BlackRock Greater Europe
The only European investment trust which invests in both Developed and Developing Europe, with a new lead manager from a team which has generated excellent alpha...
24 Jan
24 Jan
Fund Research
European Opportunities
The pre-eminent outperformer in the European fund sector for the past decade or so
18 Jan
18 Jan
September 2016
Strategy
Bargain hunt
Political chaos in Europe provides an opportunity to acquire exposure to some of the world’s largest multinationals at a significant discount...
16 Sep
16 Sep
Fund Research
JPMorgan European Income
19 Sep
19 Sep
Fund Research
Fidelity European Trust
18 Sep
18 Sep