July 2026
Strategy
Playing catchup
Discounts have come in for equity trusts, but alternatives are still in the doldrums - we see value in the sector.
15 Jul
15 Jul
Special report
The changing of the guard
Why the US is not the only show in town for growth-seeking investors.
10 Jul
10 Jul
Strategy
A World Cup style review
Growth and value have whipsawed for five years, yet no single style has held all the answers.
08 Jul
08 Jul
Strategy
Full moon rising
Myths and legends in investment trust M&A.
01 Jul
01 Jul
Market insight
Early signs of an India recovery
A strong comeback in Q2 could be the start of the India recovery.
14 Jul
14 Jul
Market insight
GROW continues to be one of the glaring discount opportunities in the market
Strong portfolio performance but GROW’s shares can’t keep up.
06 Jul
06 Jul
Features
Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder
From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's long-term ambition.
17 Jul
17 Jul
Features
Scottish Mortgage Manager Insights: Tom Slater
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.
10 Jul
10 Jul
Features
The bottlenecks driving growth
Monks’ co-manager Michael Taylor discusses how rising demand for chips, copper and power is reshaping where the team looks for growth.
10 Jul
10 Jul
Video
Rockwood Strategic: finding the best opportunities in UK smaller companies
Richard Staveley explains why UK smaller companies offer long-term opportunities and how Rockwood Strategic identifies recovery stories.
15 Jul
15 Jul
Video
The Biotech Growth Trust: why now for global biotech innovation?
Geoff Hsu explains how Biotech Growth Trust provides access to innovation across biotech, from new medicines to global opportunities.
14 Jul
14 Jul
Monthly roundup
Monthly roundup: UKW back to basics, strange UK small-cap yields and IPO winners
Ryan, David and Josef discuss the latest news and results in the investment trust world.
15 Jul
15 Jul
Fund Research
Sequoia Economic Infrastructure Income (SEQI)
SEQI’s dividends are being held in a world of otherwise falling cash and bond yields.
17 Jul
17 Jul
Fund Research
JPMorgan European Growth & Income (JEGI)
Diversified European core equity trust with an attractive dividend policy.
17 Jul
17 Jul
Fund Research
Fidelity Emerging Markets (FEML)
FEML offers a differentiated strategy to invest in emerging markets.
15 Jul
15 Jul
Fund Research
BH Macro (BHMG)
BHMG’s role as a portfolio diversifier looks increasingly relevant in today's markets.
09 Jul
09 Jul
Fund Research
Greencoat UK Wind (UKW)
Re-examining the fundamentals behind UKW.
01 Jul
01 Jul
News
Results analysis: Schroder European Real Estate
Schroder European Real Estate (SERE) proposes managed wind-down.
10 Jul
10 Jul
News
Results analysis: Hansa Investment Company
Hansa’s wide discount arguably doesn’t reflect the transformative year and positive outlook.
09 Jul
09 Jul
June 2026
Strategy
Scores on the doors
We give an update on our 2026 stock pick competition.
24 Jun
24 Jun
Market insight
Climate change action requires mined commodities to succeed
BRWM’s strong returns depend in part on energy transition demand.
30 Jun
30 Jun
Events
Ratings revisited
A look back at Rated by Kepler 2026, our exclusive webinar series for the winners of Kepler's Growth, Income and Alternative Income Ratings.
26 Jun
26 Jun
Features
Three reasons to consider the Schroder UK Mid Cap Fund for your ISA or SIPP
Why a focus on the mid-cap “growth sweet spot” may make sense for this year’s ISA allocation.
26 Jun
26 Jun
Features
International Biotechnology Trust: biotech investing through a football lens
As the world turns its attention to FIFA World Cup 2026, Ailsa Craig and Marek Poszepczynski find some unexpected common ground between the beautiful game and biotech investing.
26 Jun
26 Jun
Features
Pacific Horizon: Asia’s next act | Baillie Gifford
Roderick Snell, co-manager for the Pacific Horizon Investment Trust, provides insight into how the trust is navigating today’s rapidly changing investment landscape.
26 Jun
26 Jun
Features
Top-performing JPMorgan European Growth & Income is the rollover option for EOT shareholders
EOT shareholders get the chance to roll over into JEGI, into an open-ended fund, or take cash.
26 Jun
26 Jun
Video
Murray International Trust: Annual results 2025
Samantha Fitzpatrick reviews Murray International’s 2025 results, highlighting performance, dividend growth and key portfolio drivers.
29 Jun
29 Jun
Podcast
Trust Issues: Investing in US small-caps with BASC’s Christopher Berrier
We speak to Christopher Berrier, manager of BASC, about the most compelling opportunities in the US small-cap sector.
26 Jun
26 Jun
Fund Research
Edinburgh Investment Trust (EDIN)
EDIN has grown its dividend materially ahead of inflation.
24 Jun
24 Jun
Fund Research
CQS New City High Yield (NCYF)
NCYF is on the verge of Dividend Hero status.
24 Jun
24 Jun
News
Results analysis: Picton Property Income
PCTN delivers capital and income growth.
30 Jun
30 Jun
