December 2021
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A winning combination

How the JPMorgan American team is delivering strong returns with both growth and value stocks…

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Short term pain, long term gain

The team behind BB Healthcare Trust think the chaos being caused by the Omicron variant could create opportunities for long term investors…

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And now for something completely different

We take a look at a trust which could add significant diversification to income investors’ portfolios…

Features
Baillie Gifford Japan Trust - Manager Insights

Lead manager of The Baillie Gifford Japan Trust, Matthew Brett, talks about the past year, the current positioning of the portfolio and the opportunities ahead...

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Investing in a world of labour shortages

A scarcity of workers may harm the economy but it doesn’t have to damage your portfolio…

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Further cancer breakthroughs hinge on biotech investment

By Marek Poszepczynski and Ailsa Craig, co-investment managers of the International Biotechnology Trust...

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Five expert tips for choosing a fund manager

We asked the expert fund selectors at Willis Towers Watson what they look for when they’re trying to identify a winning fund…

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Japan’s changed landscape

Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, mana...

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Managing money through a tumultuous cycle

A clear focus on stock selection has helped the team at Brunner navigate a tumultuous year for both value and growth investors…

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Smaller companies: finding the best

Roland Arnold, Portfolio Manager of the BlackRock Smaller Companies Trust plc, explains how he uncovers companies that could grow their earnings for the long term.

November 2021
Features
Refined value, resilient performance

The team behind Momentum Multi-Asset Value Trust have stuck to their guns as contrarian value investors in recent years, and the resurgence of value this year has seen this pay off…

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Pacific Horizon Investment Trust PLC - Manager Insights

Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio, discusses post-pandemic trends, and tells us what excites him most about the future...

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Why you should look at companies – not countries – in Asia

Expert investors in the region explain why it pays to ignore the headlines and focus on fundamentals...

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Seismic shifts

Companies and industries rarely evolve gradually. Progress is often explosive explains Kirsty Gibson, joint manager of the Baillie Gifford US Growth Trust

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In good hands

Majedie Investments offers a potentially attractive solution for investors seeking a respite from the stresses of managing their own money in turbulent times…

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Virtuous cycles

From Ryanair to Rio Tinto, firms that suffer through tough times often resurface as big long-term winners. Spencer Adair, manager of The Monks Investment Trust, reveals what turns these stocks into...

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Is your portfolio an ‘80s throwback?

Private equity investment trusts could add valuable diversification to private investors portfolios, which often still resemble old fashioned 60/40 strategies…

Features
A fair wind

As the world grapples with the challenge of climate change, we examine a fund which aims to generate growth for its shareholders via companies which can deliver a cleaner future…

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The right stuff

Biotechnology is a complex field and investors can face a wild ride during volatile periods – so a highly experienced management team is crucial to success…

October 2021

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