February 2024
Strategy
Rise of the Machines
We look at some potentially exciting technology themes outside of the AI realm and share ways for investors to gain exposure without the hefty price tag…
14 Feb
14 Feb
Strategy
Range anxiety
We look at what context we can gain from ten years of discount analysis…
07 Feb
07 Feb
Strategy
Bring some yin-yang into your portfolio in 2024
Inherent contradictions within portfolios can give them stability in a polarised world...
01 Feb
01 Feb
Trust Issues
Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
14 Feb
14 Feb
Market Insight
Allianz Technology Trust offers a rare, discounted exposure to technology
ATT is trading at a 14.5% discount…
14 Feb
14 Feb
Features
Stock spotlight: Airbus
In our new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor...
16 Feb
16 Feb
Features
Edinburgh Worldwide Investment Trust: manager insights
Baillie Gifford’s Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust, provides an update on recent performance, observations on the market environment and why the team is optimistic about future returns...
16 Feb
16 Feb
Features
Stock spotlight: Ashtead
Jonathan Mills from Metropolis Capital talks about his conviction in the equipment rental firm, Ashtead, which supplies a wide range of plant and commercial equipment to companies in the UK, US and Canada...
07 Feb
07 Feb
News
Results analysis: BlackRock Throgmorton
Easing macroeconomic conditions may provide a catalyst for THRG’s operationally resilient companies to re-rate…
13 Feb
13 Feb
News
Results analysis: BlackRock Energy and Resources Income
BERI has been building up exposure to cheap energy transition companies…
01 Feb
01 Feb
Fund Research
Miton UK MicroCap
MINI’s managers believe the prospects for the strategy are the best they have been for 30 years…
16 Feb
16 Feb
Fund Research
Fidelity Asian Values
FAS has a highly differentiated profile: small-cap Asian value with a significant China exposure…
14 Feb
14 Feb
Fund Research
BH Macro
BHMG’s differentiated proposition is made yet more attractive given the 11% discount to NAV…
14 Feb
14 Feb
Fund Research
JPMorgan Indian
JII has delivered improved performance under a new management team…
09 Feb
09 Feb
Fund Research
Global Smaller Companies
GSCT has delivered sector-leading performance over three years…
09 Feb
09 Feb
Fund Research
European Assets
EAT's high dividend and exposure to European small-caps make for a distinctive recovery play...
06 Feb
06 Feb
March 2023
Themes for your ISA in 2024
Rewatch our series of webinars throughout March to hear from fund managers running money all around the world in our March event series…
14 Sessions
15 Speakers
4 - 27th March 2023
4 - 27th March 2023
February 2024
Spotlight on Alliance Trust
Rewatch our webinar where we hear from Stuart Gray of Alliance Trust about the opportunities for global multi-manager funds...
1 Session
1 Speaker
23rd February 2024
23rd February 2024
Session
Picton Property Income
Recorded
5 Mar
Recorded
5 Mar
Session
Alliance Trust
Recorded
23 Feb
Recorded
23 Feb
News
Flash update: Greencoat UK Wind
UKW’s total return strategy continued to bear fruit in 2023…
09 Feb
09 Feb
News
Results analysis: BlackRock Sustainable American Income
BRSA's reference index, the Russell 1000 Value Index, is at an historical low in valuation terms...
08 Feb
08 Feb
Market insight
Make AIM great again
The number of small caps is falling, could AIM prove a source of alpha?
06 Feb
06 Feb
January 2024
Strategy
Merger of ORIT and AERI could make sense for shareholders
We ask what factors make for a good merger and ask if these apply to ORIT and AERI...
25 Jan
25 Jan
Market Insight
Alliance Trust has delivered in an uncertain market environment
ATST has outperformed the MSCI ACWI over multiple periods…
29 Jan
29 Jan
Features
Baillie Gifford European Growth Trust: manager insights
Investment manager Chris Davies discusses performance, portfolio positioning and why the Trust continues to seek fast-growing companies that prioritise long-term growth over near-term profits. He also explains why the allocation to private companies is an important point of differentiation for the Trust...
26 Jan
26 Jan
Features
Keystone Positive Change Investment Trust: manager insights
Baillie Gifford’s Lee Qian provides an update on the Trust’s performance and holdings, how companies in the portfolio are contributing to a more sustainable future, and explains why an era of constrained financing could benefit strong growth companies...
26 Jan
26 Jan
Fund Research
CT UK Capital & Income
CTUK is celebrating 30 years of dividend growth…
31 Jan
31 Jan
Fund Research
Finsbury Growth & Income
FGT’s performance has been disappointing, but Nick Train is optimistic on prospects…
30 Jan
30 Jan
Fund Research
Schroder Income Growth
SCF has outperformed the index over the long term and boasts a premium yield to the market…
26 Jan
26 Jan
Fund Research
Dunedin Income Growth
DIG outperformed the index over 2023 and continues to differentiate itself from peers…
26 Jan
26 Jan