April 2024
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
Strategy
Micro-managing
What opportunities exist in the smallest part of the UK market?
10 Apr
10 Apr
Strategy
Tall poppies
We highlight those trusts having to print new shares to keep up with demand…
03 Apr
03 Apr
Market insight
The pet rock is proving its worth
Gold miners are finally responding to record high gold prices…
16 Apr
16 Apr
Trust Issues
The opportunity in Japan, with CCJI's Richard Aston - Podcast: Trust Issues #28
We discuss policy changes, small and mid-caps, and Richard's approach to valuations...
09 Apr
09 Apr
Market Insight
Corporate activity is hotting up
AGT and MIGO both look well suited for the current market environment…
08 Apr
08 Apr
Features
Edinburgh Worldwide Investment Trust’s vision on pioneering technologies
Discover how the Edinburgh Worldwide Investment Trust navigates the complexities of the modern investment landscape, embracing the challenges and opportunities presented by emerging technologies and market shifts...
05 Apr
05 Apr
Features
The Brandtech Group: masters of modern marketing
While every company is now clamouring to integrate AI into its offering, digital marketing agency The Brandtech Group has a nine-year head start. Founder and CEO David Jones tells Scottish Mortgage’s Lawrence Burns how he plans to stay ahead of the curve...
05 Apr
05 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
News
Results analysis: BH Macro
BH Macro rebounds in H2 of 2023…
10 Apr
10 Apr
News
Results analysis: Schroder BSC Social Impact
SBSI has demonstrated good resilience, yet the discount has widened…
10 Apr
10 Apr
News
Results analysis: Schroders Capital Global Innovation
Recent corporate activity could indicate INOV’s new strategy is working…
05 Apr
05 Apr
News
Results analysis: BBGI Global Infrastructure
BBGI offers long term income and capital growth and, on the current wide discount, could be an interesting option for those seeking exposure to infrastructure assets…
03 Apr
03 Apr
Fund Research
CC Japan Income & Growth
CCJI’s differentiated investment approach has led to sector-leading performance…
17 Apr
17 Apr
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers exposure to exciting growth companies in Japan…
17 Apr
17 Apr
Fund Research
Jupiter Green
JGC’s recovery is gathering momentum, but the discount has yet to react…
15 Apr
15 Apr
Fund Research
BlackRock World Mining
BRWM’s managers: we see all the classic signs of high commodity prices...
12 Apr
12 Apr
Fund Research
Schroder UK Mid Cap
Mid-caps have bounced back on the potential for rate cuts…
11 Apr
11 Apr
Fund Research
JPMorgan Asia Growth & Income
JAGI’s managers believe Asia is showing the green shoots of a recovery…
11 Apr
11 Apr
Fund Research
CT Global Managed Portfolio
Easing rates may act as a catalyst for CMPG’s and CMPI’s underlying holdings to re-rate…
09 Apr
09 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
03 Apr
03 Apr
Fund Research
AVI Global
AGT’s increasing focus on idiosyncratic opportunities may offer a good source of diversification…
02 Apr
02 Apr
News
SONG announcement on recommended cash offer
The board of Hipgnosis Songs Fund agrees sale of whole portfolio…
19 Apr
19 Apr
March 2024
Strategy
Seoul searching
South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's…
27 Mar
27 Mar
Trust Issues
High yield UK stocks, with AEI Manager Thomas Moore – Podcast: Trust Issues #28
We talk managing value trap risks, opportunities in the UK, and the outlook for UK equities...
26 Mar
26 Mar
News
Results analysis: Octopus Renewables Infrastructure
ORIT delivers another year of dividend increases in line with CPI, as well portfolio sales above valuation, demonstrating the validity of the net asset value. But against a weak macro background the discount has widened to over 30%...
28 Mar
28 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
News
Results analysis: JPMorgan American
JAM continues to cement its position as a core US equity trust with another year of outperformance…
27 Mar
27 Mar
Fund Research
JPMorgan US Smaller Companies
JUSC: diversification and valuation opportunity in US smaller companies…
28 Mar
28 Mar
Fund Research
M&G Credit Income
MGCI offers an exceptionally high yield from a portfolio of high credit quality...
28 Mar
28 Mar
Fund Research
Allianz Technology Trust
ATT offers significantly discounted exposure to the technology sector…
26 Mar
26 Mar