September 2024
Strategy
No place like home?
Our analysts debate the benefits and drawbacks of investing in what you know best…
25 Sep
25 Sep
Special Report
The tide is turning
Income and ESG-focused investors shouldn’t dismiss the real estate revival…
21 Sep
21 Sep
Strategy
Betting it all on black?
We ask what has been driving returns in the global equity sector…
18 Sep
18 Sep
Strategy
Hong Kong Phoney
What future does the Hong Kong stock market have under China’s growing influence?
11 Sep
11 Sep
Strategy
Five reasons to be cheerful about the outlook for your portfolio
Our analysts think global markets look likely to continue their ascent…
04 Sep
04 Sep
Market insight
Thursday’s twofold triumph
A bumper rate cut, and cost disclosure changes have boosted the investment trust sector…
23 Sep
23 Sep
Trusts in focus
Trusts in Focus: Greencoat UK Wind
Here’s everything you need to know on the wind farm owner UKW...
17 Sep
17 Sep
Market insight
Picton Property Income: explaining the explicable
PCTN shows there's more to property than macro factors...
16 Sep
16 Sep
Monthly roundup
Monthly roundup: launch of AVGI, news on TRIG and PRS and the most popular investments in August
Jo and Ryan discuss the latest news, reviews and interviews in the investment trust world...
12 Sep
12 Sep
Market insight
Last of the summer’s climb?
Richard Staveley’s engagement with Funding Circle has contributed to stellar returns for RKW...
09 Sep
09 Sep
Features
Where strength lies in small caps: a BlackRock assessment
The smaller company landscape in the UK is truly diverse, with a breadth of sectors represented. This makes it a fertile hunting ground for active stockpickers investing for long-term growth: it is possible to sidestep sectors that are struggling, and target sectors with stronger growth prospects. However, at the moment, it is possible to be optimistic in most areas within smaller companies...
20 Sep
20 Sep
Features
Stock Spotlight: Skyworks
Vulcan’s C.T. Fitzpatrick explains why Skyworks earns its place in the portfolio with its wide and growing base of applications and strong fundamentals...
20 Sep
20 Sep
Features
Baillie Gifford UK Growth Trust: manager insights
Iain McCombie, co-manager of the Baillie Gifford UK Growth Trust, explores the trust's investment philosophy and the resilience of its growth-focused portfolio in challenging markets...
13 Sep
13 Sep
Features
Why are domestic smaller companies providing refreshed opportunities?
UK smaller companies are often seen as a play on the domestic UK economy, but in reality on the BlackRock Throgmorton Trust (THRG), we always have the choice to invest in more internationally-focused companies if that is where we see investment opportunities. However, at the moment we see the best prospects for long-term capital growth in the domestic market. Why?
13 Sep
13 Sep
Features
Stock Spotlight: Unilever
As a producer of some of the world’s best-known household brands, Veritas’s Ian Clark looks at why Unilever’s growth strategy into developing markets makes it such an attractive investment opportunity...
13 Sep
13 Sep
Features
Asian equities – four distinct regions rolled into one
When investing for total returns in Asia, it pays to be selective. Fortunately, the Asian equity opportunity set is diverse enough for the managers of Schroder Asian Total Return to view it as four separate regions rolled into one...
06 Sep
06 Sep
Features
The Big Question – What could a Trump 2.0 mean for the Alliance Trust portfolio?
Interview with Vulcan’s C.T. Fitzpatrick and Ian Clark from Veritas...
06 Sep
06 Sep
Features
Pacific Horizon: capturing growth in Asia's evolving markets
Roddy Snell discusses the remarkable turnaround and future strategies of the Baillie Gifford Pacific Horizon Investment Trust.
06 Sep
06 Sep
News
Results analysis: NB Private Equity Partners
NBPE’s underlying companies continue to deliver strong revenue growth…
25 Sep
25 Sep
News
Results analysis: Vietnam Enterprise Investments
VEIL has delivered strong returns as the Vietnamese recovery gathers pace…
19 Sep
19 Sep
Flash update
Witan merger with Alliance Trust: circular published
The finer details on the combination with Alliance Trust...
18 Sep
18 Sep
News
Results analysis: Octopus Renewables Infrastructure
ORIT is on track to pay its target dividend of 6.02p for the full year to 31/12/2024 and has realised a further asset at a premium to valuation, providing solid evidence that the NAV is calculated on a conservative basis...
18 Sep
18 Sep
News
Results analysis: Schroder Asian Total Return
ATR has outperformed yet again, though the discount has widened…
10 Sep
10 Sep
News
Flash update: BlackRock Income & Growth
BRIG’s balanced, style-agnostic approach could fare well in a ‘goldilocks’ environment…
05 Sep
05 Sep
Fund Research
BlackRock Greater Europe
BRGE is a focused portfolio of leading European companies...
25 Sep
25 Sep
Fund Research
Alliance Trust
ATST’s combination with WTAN could produce a FTSE 100 giant…
24 Sep
24 Sep
Fund Research
M&G Credit Income
MGCI has delivered strong returns over the past year…
19 Sep
19 Sep
Fund Research
JPMorgan China Growth & Income
JCGI’s managers have taken advantage of recent market volatility, adding high-conviction growth businesses to the portfolio at attractive valuations…
18 Sep
18 Sep
Fund Research
JPMorgan UK Small Cap Growth & Income
JUGI’s stellar performance and new dividend strategy makes it a compelling UK small-cap option…
18 Sep
18 Sep
Fund Research
Rockwood Strategic
RKW’s high conviction approach has led to sector-leading returns…
18 Sep
18 Sep
Fund Research
JPMorgan Emerging Markets
JMG is trading on a wide discount relative to its history…
13 Sep
13 Sep
Fund Research
VH Global Sustainable Energy Opportunities
GSEO: a unique global portfolio of assets critical to the energy transition...
11 Sep
11 Sep