May 2022
Features
Casting the net wider
Growth stocks are becoming more diverse, meaning stock-pickers need to embrace the unfamiliar, Spencer Adair, manager of The Monks Investment Trust, tells Ian McGugan...
06 May
06 May
Features
Future impact
What does the next decade have in store for impact investing? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, tell Iona Bain about four big areas that could solve some of the world’s toughest challenges...
06 May
06 May
April 2022
Strategy
Finding value in a haystack
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
27 Apr
27 Apr
Features
Edinburgh Worldwide Investment Trust: Growth companies shaping our tomorrow
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent uniquely differentiated and scalable technology-led opportunities over the coming decade and beyond...
29 Apr
29 Apr
Features
Buying into private companies
Businesses are staying private for longer, creating more opportunities to invest in the likes of SpaceX, Epic Games and Stripe, which are yet to appear on stock markets. Peter Singlehurst, head of Baillie Gifford’s Private Companies Team, explains why...
22 Apr
22 Apr
Features
Scottish Mortgage - The Power of People
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future...
08 Apr
08 Apr
Fund Research
Martin Currie Global Portfolio
MNP’s exposure to strong secular growth may make it an attractive long-term opportunity…
13 Apr
13 Apr
Fund Research
AVI Global
AGT trades on an attractively wide discount, despite its long-term outperformance and potential capacity to rebound...
07 Apr
07 Apr
March 2022
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 Mar
Head to head
You say tomato…
Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach...
30 Mar
30 Mar
Features
In conversation with the Scottish Mortgage managers
In this recent webinar, Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team, the trust’s long-term prospects and take questions from a live audience...
25 Mar
25 Mar
February 2022
Features
Scottish Mortgage: Long-term investing for transformative change
In this recent Scottish Mortgage Investment Trust webinar, deputy manager Lawrence Burns discussed growth stocks, volatility, and why the progress of Moore’s Law remains a positive for innovative companies...
11 Feb
11 Feb
News
Results analysis: Alliance Trust
ATST’s latest results indicate that despite stylistic headwinds it has still generated a competitive NAV return, and now trades on an attractive discount…
28 Feb
28 Feb
January 2022
Strategy
Apples and pears
We examine the relationship between the demand for open- and closed-ended funds, and ask whether investor behaviour can be predicted...
19 Jan
19 Jan
Features
Keystone Positive Change Investment Trust: Investing for Positive Change
In this webinar recording, Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses impact investing and shares her enthusiasm for exploring areas and companies where profit complements purpose...
14 Jan
14 Jan
Fund Research
Mid Wynd International
MWY may be an opportunity for more cautious investors to gain exposure to global equity markets…
05 Jan
05 Jan
December 2021
Strategy
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
30 Dec
30 Dec
Strategy
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
22 Dec
22 Dec
Strategy
We are the (ESG) champions
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
08 Dec
08 Dec
Fund Research
Alliance Trust
ATST offers investors a ‘core’ equity exposure, utilising seldom-found managers and having recently upgraded its dividend…
21 Dec
21 Dec
November 2021
Strategy
Holding back the tears
While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…
24 Nov
24 Nov
Events
Fantastic growth funds (and where to find them)
We found them in India, Japan, frontier markets, healthcare and the global sector – and here they are…
10 Nov
10 Nov
Replay
Slides and Audio: Martin Currie Global Portfolio
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
10 Nov
10 Nov
Fund Research
Brunner
BUT has generated strong returns over 2021 but still trades at a potentially attractive discount…
10 Nov
10 Nov
October 2021
Strategy
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
20 Oct
20 Oct
INSIGHT
Stock-picking global trusts are on a roll – and look cheap
Despite their balanced approaches, ATST and BUT rank as the first and third performing global equity strategies this year….
15 Oct
15 Oct
Fund Research
AVI Global
AGT has generated some of the best YTD returns in its sector, but its portfolio still trades on a 36% double discount…
14 Oct
14 Oct
August 2021
Strategy
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
19 Aug
19 Aug
Features
Embracing the Extraordinary - In conversation with the Scottish Mortgage managers
Join investment specialist Claire Shaw as she speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers...
13 Aug
13 Aug