October 2026
Strategy

The out of favour trusts beating the S&P 500
We highlight how well some UK small cap trusts have done despite all the negativity.
21 Oct
21 Oct
Strategy

Flying south for the winter
The ancients saw the will of the gods in the flight of birds; our analysts think mergers may offer similar augurs for investor sentiment.
14 Oct
14 Oct
Strategy

Who's afraid of the activist?
We ask what activists have achieved this year, and how boards' responses have left the sector stronger.
07 Oct
07 Oct
Market insight

The return of M&A boosts International Biotechnology Trust
IBT has now seen nine portfolio companies acquired in 2026.
26 Oct
26 Oct
Market insight

Big blades keep on turning
UKW’s recent capital markets event has outlined the company’s future plans
19 Oct
19 Oct
Market insight

Capital injection
Could the return of IPOs be the catalyst for UK small caps?
12 Oct
12 Oct
Market insight

Biotech’s fundamentals continue to look really good
IBT’s managers explain why M&A has slowed.
05 Oct
05 Oct
Features

Scottish Mortgage: the dragon’s in the detail
Linda Lin, Head of Baillie Gifford’s China Equities Team, joins Scottish Mortgage managers Tom Slater and Lawrence Burns to uncover the companies driving China’s next wave of growth and ask what investors may be overlooking in one of the world’s most misunderstood markets.
16 Oct
16 Oct
Features

Scottish Mortgage Digital Conference: Q&A
Is AI the only driver of future growth, or are there other opportunities on the horizon? Scottish Mortgage managers Tom Slater and Lawrence Burns explain how patience, culture and adaptability shape their search for exceptional long-term investments.
09 Oct
09 Oct
Features

Baillie Gifford US Growth Trust: why the Saba vote matters
The US Growth Trust board explains why it opposes Saba’s nominees, why independence matters and how shareholders can have their say at the AGM.
02 Oct
02 Oct
Features

Trip notes: Cleveland, Ohio
Where there’s paint, there’s brass, writes James Dow, manager of The Scottish American Investment Company (SAINTS).
02 Oct
02 Oct
Video

Global Opportunities Trust: a different way to navigate global markets
Alan Bartlett discusses GOT's flexible investment strategy, downside protection, stock selection and navigating today's market risks.
22 Oct
22 Oct
Video

The Brunner Investment Trust: A conversation between Julian Bishop and Rupert Hargreaves
Julian Bishop discusses Brunner's all-weather investment approach, UK equities, AI risks and balancing quality, value and growth.
21 Oct
21 Oct
Podcast

Monthly roundup: A Scottish Mortgage challenger, who's winning in Asia and how many S&P 500 losers?
Jo, Ryan and David discuss the latest news and results in the investment trust world.
23 Oct
23 Oct
Podcast

Trust Issues: Investing in digital infrastructure with CORD’s Steven Marshall
We speak to Steven Marshall, Chairman of CORD, about the most attractive opportunities across the digital infrastructure sector.
19 Oct
19 Oct
Podcast

Trust Issues: Investing in China with FCSS's Dale Nicholls
China is making huge strides in AI and robotics.
16 Oct
16 Oct
Podcast

Trust Issues: Investing in Japan with CCJI's Theo Wyld
CCJI's Theo Wyld outlines the key dynamics for Japanese stocks.
09 Oct
09 Oct
Podcast

Trust Issues: Investing in Asian equities with JAGI’s Robert Lloyd
The AI revolution is driving economic growth in Asia.
06 Oct
06 Oct
Fund Research
Mid Wynd International (MWY)
MWY’s holdings are trading at relative valuations last seen during the GFC.
26 Oct
26 Oct
Fund Research
Pantheon International (PIN)
PIN’s strategy to improve returns is taking effect.
23 Oct
23 Oct
Fund Research
AVI Japan Opportunity (AJOT)
Japan's reform push is moving down the market cap spectrum, and AJOT's hands-on approach could be well placed to benefit.
14 Oct
14 Oct
Fund Research

Cordiant Digital Infrastructure (CORD)
CORD invests in the ‘plumbing of the internet’.
14 Oct
14 Oct
Fund Research

CQS New City High Yield (NCYF)
NCYF is set to become the only bond fund to be an AIC Dividend Hero.
13 Oct
13 Oct
Fund Research

CT UK High Income (CHI)
CHI extends its dividend growth record to 13 consecutive years.
13 Oct
13 Oct
Fund Research

Ashoka WhiteOak Emerging Markets (AWEM)
AWEM’s outperformance since launch has been driven by impressive stock selection.
06 Oct
06 Oct
Fund Research

Invesco Global Equity Income (IGET)
IGET offers differentiated exposure to global equities.
01 Oct
01 Oct
News

Results analysis: Ashoka India Equity
AIE is available on a rare discount, despite another year of outperformance.
09 Oct
09 Oct
News

Results analysis: Schroder Japan
Strong stock selection sees SJG deliver exceptional returns ahead of the benchmark.
07 Oct
07 Oct
September 2026
Strategy

The Small-Cap Odyssey
After a decade adrift, could small cap discounts be the next trade?
30 Sep
30 Sep
Fund Research

Rockwood Strategic (RKW)
RKW continues to capitalise on the numerous undervalued UK micro-caps.
30 Sep
30 Sep
News

Results analysis: BH Macro
BHMG’s discount narrows, following a number of Board-led initiatives.
30 Sep
30 Sep
