May 2024
Strategy
The doctor will see you now
Taking the pulse of the listed private equity sector…
08 May
08 May
Strategy
From riches to rags to riches, is this time really different for Japan?
Japan’s decade-long corporate governance push is finally leading to significant improvements to underlying Japanese businesses…
01 May
01 May
Podcast
Thomas McMahon speaks on the Money Makers podcast
Thomas McMahon, Head of Investment Companies Research, appears on the Money Makers podcast to discuss three current themes in the investment trust sector: BCPT and commercial property, ASIT and split-level trusts, and the UK micro-cap sector...
07 May
07 May
Market Insight
Rockwood’s concentrated micro-cap approach has delivered again
RKW’s phoenix-like performance shows there’s still hope for the UK…
01 May
01 May
Features
Scottish Mortgage Investor Webinar: your questions answered
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them by shareholders in this recent webinar...
03 May
03 May
Features
SAINTS: Manager Insights
Investment manager James Dow discusses SAINTS’ journey to 50 years of dividend growth, recent portfolio adjustments, and a positive outlook despite economic uncertainties...
03 May
03 May
News
Results analysis: International Biotechnology Trust
IBT continues to deliver outperformance, now as part of Schroders...
08 May
08 May
News
Flash Update: Greencoat UK Wind
UKW’s first quarter update shows the trust is well-placed for continued growth…
01 May
01 May
Fund Research
CT Private Equity
CTPE’s portfolio represents a tangibly different opportunity…
08 May
08 May
Fund Research
Fidelity European Trust
FEV, impressive capital and dividend growth over many years...
07 May
07 May
Fund Research
Murray Income
MUT continues its impressive streak of consecutive dividend increases hitting half a century in 2023…
03 May
03 May
Fund Research
Scottish American
SAINTS has an exceptional record of delivering inflation-busting income growth…
02 May
02 May
April 2024
Trust Issues
Investing in UK small-caps with BlackRock Smaller Companies - Podcast: Trust Issues #29
We discuss what BRSC offers investors looking for exposure to UK small-caps...
29 Apr
29 Apr
Head to head
Is ESG finished?
Two of our analysts debate whether it’s time to give up on ESG…
24 Apr
24 Apr
Market Insight
Picton’s cross-sector asset management demonstrates the benefit of a diversified strategy
PCTN disposes of its second largest asset at a premium to the last valuation...
22 Apr
22 Apr
Features
Building back: the great US infrastructure opportunity
The US government is determined to upgrade the country’s crumbling infrastructure. Spencer Adair, manager of The Monks Investment Trust discusses the firms set to benefit...
26 Apr
26 Apr
Features
Schroder Japan Trust plc: Can the Japanese stock market continue to scale new heights?
Why now is a particularly exciting environment for active, high conviction stock pickers in the region...
26 Apr
26 Apr
Features
Income options for your 2024 ISA
The compelling alternatives to cash in today’s market environment
26 Apr
26 Apr
Features
Baillie Gifford China Growth Trust update
Sophie Earnshaw and Linda Lin, co-managers of the Baillie Gifford China Growth Trust, discuss events in China, provide a portfolio update and look at the areas of potential growth...
26 Apr
26 Apr
News
Results analysis: Vietnam Enterprise Investments
VEIL delivers strong results in a rebound year…
30 Apr
30 Apr
News
Results analysis: Schroder Income Growth
SCF’s Sue Noffke has increasingly found opportunities in the out-of-favour small and mid-cap space amidst attractive valuations…
29 Apr
29 Apr
News
Results analysis: NB Private Equity Partners
Robust performance and a tightening discount bode well for NBPE…
25 Apr
25 Apr
News
Fidelity Emerging Markets update, with Chair Heather Manners
In this short update, we speak to Heather Manners, Chair of Fidelity Emerging Markets (FEML)....
19 Apr
19 Apr
Fund Research
BlackRock Smaller Companies
A focus on fundamentals may act as a catalyst for BRSC to bounce back…
30 Apr
30 Apr
Fund Research
BlackRock Energy and Resources Income
BERI has raised its dividend target as secular tailwinds gather…
29 Apr
29 Apr
Fund Research
Mercantile
MRC’s performance has recovered, yet the trust remains at a wide discount…
29 Apr
29 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper…
26 Apr
26 Apr
Fund Research
Brunner
BUT has outperformed its composite benchmark for the fifth consecutive financial year…
24 Apr
24 Apr
Fund Research
Witan
Business as usual for WTAN’s executive team, while the board reviews investment management arrangements…
24 Apr
24 Apr
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets…
22 Apr
22 Apr
News
Results analysis: Schroder Japan
SJG continues to outperform the TOPIX Index, buoyed by good stock selection and an in vogue ‘value’ style of investing…
19 Apr
19 Apr
News
SONG announcement on recommended cash offer
The board of Hipgnosis Songs Fund agrees sale of whole portfolio…
19 Apr
19 Apr