March 2025
Features

SAINTS Spotlight: steady amid euphoria
This update explains how a focus on diversification and long-term compounders positions The Scottish American Investment Company (SAINTS) favourably for the future. A new US holding in the portfolio is also revealed...
14 Mar
14 Mar
Fund Research

JPMorgan Global Growth & Income
JGGI has outperformed its benchmark in every calendar year since 2019…
12 Mar
12 Mar
November 2024
Strategy

Going toe to toe
What really happens when you compare investment trusts and OEICs with near identical mandates?
13 Nov
13 Nov
Features

SAINTS: 50 years of dividend growth
James Dow, co-manager of the Scottish American Investment Company (SAINTS), discusses SAINTS' journey through resilience and innovation to over half a century of growth...
22 Nov
22 Nov
July 2024
Strategy

Strength in diversity
The UK may offer higher yields, but at what cost?
31 Jul
31 Jul
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
Fund Research

Invesco Global Equity Income
IGET’s new enhanced dividend policy means strong income and growth potential…
17 Jul
17 Jul
December 2023
Strategy

Fool's gold
Cash would have been a poor investment through this period of high inflation…
06 Dec
06 Dec
Fund Research

Murray International
MYI’s diversified approach may offer stability in an uncertain environment...
22 Dec
22 Dec
Fund Research

STS Global Income & Growth
STS’s balance between quality income and growth may prove resilient in a challenging economic environment…
14 Dec
14 Dec
June 2023
Features

Stock spotlight: Broadcom - investing for a chatbot world
AI chatbots allow us to interact with technology in smarter ways but there is a price – the billions that will be invested in the software and the hardware needed. AI will demand ever-greater processing power. One company involved in the AI revolution is California-headquartered Broadcom. Head of Global Equities, Stephen Anness, shares his thoughts in this short read...
30 Jun
30 Jun
Fund Research

STS Global Income & Growth
STS’s focus on optimising the balance between quality income and growth may prove valuable in an uncertain market environment…
08 Jun
08 Jun
May 2023
Strategy

Tipping point
Battered growth strategies have staged a comeback recently, but what happens now?
11 May
11 May
Fund Research

Invesco Select: Global Equity Income
IVPG’s historically-wide discount may present an opportune entry point, given the managers’ strong performance track record…
05 May
05 May
Fund Research

JPMorgan Global Growth & Income
JGGI’s flexible, bottom-up investment approach has led to sector-leading performance over five years…
02 May
02 May
November 2022
Strategy

Bottom fishing
What can history tell investors about calling the bottom of a market?
16 Nov
16 Nov
Fund Research

JPMorgan Global Growth & Income
JGGI’s wider-than-average discount may offer long-term investors an opportune entry point following the successful merger with SCIN…
11 Nov
11 Nov