December 2020
Fund Research
Securities Trust of Scotland

STS has a new manager with a strong track record…

News
Flash update: Securities Trust of Scotland

We look at the recent change in management of STS and what it means for investors…

News
Flash update: Jupiter US Smaller Companies

Brown Advisory has been appointed to manage Jupiter US Smaller Companies, utilizing their small cap growth strategy…

News
Flash update: Keystone Investment Trust

With the board announcing that Baillie Gifford will be taking over KIT, we look the new approach focusing on positive change…

REPLAY
Slides and Audio: Jupiter Green

Our research team at Kepler Trust Intelligence hosted a 30 minute webinar update with Charlie Thomas, Head of Strategy, Environment & Sustainability at Jupiter Asset Management...

Features
Biden victory and vaccine hopes spur rotation into value stocks

Stephen Anness digests the latest headlines from around the world and what this could mean looking ahead for Invesco Perpetual Select Trust plc: Global Equity Income...

Fund Research
Menhaden

Unique portfolio and good performance means discount looks anomalous...

Strategy
Can you teach an old dog new tricks?

Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…

Fund Research
BlackRock Frontiers

BRFI’s portfolio is trading on a record low valuation, putting it in a potentially strong position for a COVID bounce…

Fund Research
Impax Environmental Markets

2020 has been IEM’s year, and the future looks bright too…

Fund Research
Ruffer Investment Company

RICA is an all-weather proposition, aiming to deliver over range of market and economic outcomes...

Features
Payments of the Universe

Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits...

Features
Japan's Great Wave of Change

In Japan, crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon, talks about the upstarts making inroads...

News
Results analysis: Seneca Global Income & Growth

After a strong six months, we look at SIGT’s outperformance of its benchmark and whether it has the potential to continue to do so going into 2021…

Features
Podcast: The Great Divergence

China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead...

Features
The Great Divergence Between East and West
November 2020
News
Flash update: Hipgnosis Songs Fund

SONG NAV moves up, and continues to offer potential income and capital growth…

Fund Research
Alliance Trust

ATST offers a blended portfolio of nine highly concentrated funds...

Features
China's Champions

What is it about Chinese firms that helps them blossom? Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, pick the best of the bunch...

Features
Can the energy and resources sectors protect against inflation?

Tom Holl, Co-Portoflio Manager of BlackRock Energy and Resources Income Trust plc explores the hedging potential in commodities and natural resources...

Fund Research
Aberforth Smaller Companies

ASL offers exposure to a cyclical rebound post-vaccine from a deeply discounted portfolio…

Fund Research
Aberforth Split Level Income

ASIT’s high gearing and cyclical portfolio mean it could offer exceptional performance potential as the end of the pandemic becomes clearer…

Fund Research
Greencoat UK Wind

2020 has proved UKW’s resilience, but is now better value in terms of premium...

Fund Research
BlackRock Energy and Resources Income

The shift towards the energy transition is seemingly already having a positive impact on BERI’s returns…

Strategy
Cool Britannia?

UK equities have been despised for almost five years and could offer extreme rebound potential…

News
Results analysis: Troy Income & Growth

We look at how TIGT has protected capital throughout the uncertainty of 2020, and how it can be a useful addition to income hungry investors’ portfolios…

Fund Research
BMO Private Equity

BPET has slipped to a meaningful discount, but offers a differentiated strategy that has outperformed equity markets…

Fund Research
JPMorgan Claverhouse

JCH has bounced back from COVID-19 losses, and yields 4.9%…

Fund Research
European Assets

EAT offers investors a high level of income from small- and mid-cap companies in Europe…

Fund Research
AVI Global

AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…

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