July 2026
Strategy
A series of unfortunate events
The India growth story has stumbled, when will the recovery start?
22 Jul
22 Jul
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
Cordiant Digital Infrastructure marches on
CORD continues to look cheap even after significant discount narrowing.
20 Jul
20 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
SoftBank’s AI ‘stack’ is ready for whatever comes next
Discover why the Baillie Gifford Japan Trust continues to back SoftBank, the Japanese technology investment group, as a long-term opportunity tied to the growth of AI.
24 Jul
24 Jul
Features
Scottish Mortgage Manager Insights: Lawrence Burns
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.
24 Jul
24 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
Ashoka WhiteOak Emerging Markets Trust: three years of AWEM
Loong Lim reflects on Ashoka WhiteOak Emerging Markets Trust's first three years, portfolio design, AI opportunities and the evolving EM landscape.
22 Jul
22 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
Podcast
Trust Issues: Special edition on investing in Europe
We speak to Alan Ray, Analyst at Kepler Trust Intelligence, about the investment case for Europe.
24 Jul
24 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
Schroder Income Growth (SCF)
SCF has delivered three decades of real dividend growth to investors.
22 Jul
22 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
June 2026
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
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
