September 2026
Strategy

Top of the Stocks: most bought and sold shares in August
August’s trading floor served up biotech drama, chip highs and space age bets.
06 Sep
06 Sep
Strategy

Point Break
If big institutions are coming back to the sector, which trusts will benefit first?
02 Sep
02 Sep
Features

Beyond AI - Asia’s overlooked growth opportunities
Asia's growth story runs far wider than AI - three high-conviction examples from SDP.
04 Sep
04 Sep
Video

BlackRock Frontiers Trust: the overlooked opportunity in global markets
Emily Fletcher explains what sets frontier markets apart, their diversification benefits and why overlooked markets can offer long-term potential.
02 Sep
02 Sep
Video

Trusts In Focus: Hansa Investment Company
Hansa’s discount presents a compelling opportunity.
01 Sep
01 Sep
Fund Research

JPMorgan UK Small Cap Growth & Income (JUGI)
JUGI is well-placed to capture the exceptional value on offer in UK small caps.
04 Sep
04 Sep
Fund Research

HICL Infrastructure (HICL)
HICL is ready for the next twenty years.
02 Sep
02 Sep
Fund Research

Invesco Asia Dragon (IAD)
IAD’s contrarian approach has led to a differentiated portfolio and excellent long-term returns.
02 Sep
02 Sep
August 2026
Strategy

Are the super investors still betting on big tech?
We run the rule over the trades of the investing elite.
30 Aug
30 Aug
Strategy

Follow the money
Fund flows can tell us quite a lot about what’s going on.
26 Aug
26 Aug
Strategy

The Nibelungenlied
Some alternatives for when bonds’ weaknesses get exposed.
23 Aug
23 Aug
Strategy

Monte Cristo
We discuss how the AI rally has changed emerging market equities.
19 Aug
19 Aug
Strategy

Good things come to those who wait
There’s still value on offer.
16 Aug
16 Aug
Strategy

Picks, shovels and bubbles
In which we ask, where are all the original picks and shovels companies now?
12 Aug
12 Aug
Features

No standing still
FEML is taking advantage as the world’s innovation hub moves to Asia.
25 Aug
25 Aug
Features

Monks’ musings: winning the long race
As AI reshapes global markets, the Monks Investment Trust team looks beyond today's market leaders to uncover enduring growth opportunities across hardware, software and industrial businesses.
21 Aug
21 Aug
Features

SpaceX: past, present, future - and finding the next world-changers
Investment manager Luke Ward explains what first attracted Baillie Gifford to SpaceX, why Starship is critical to its long-term ambitions, and which industry could be next for disruption.
21 Aug
21 Aug
Features

Asia ex Japan: dragons and salamanders
Many Asia portfolios own the same household names. Baillie Gifford’s Qian Zhang, explains why patient investors may find compelling opportunities not only in Asia’s index ‘dragons’, but also in the quieter ‘salamanders’ others miss.
14 Aug
14 Aug
Features

Why UK value still stands out in the age of AI
Despite improving market conditions, UK equities continue to trade at a discount to global peers. Alex Wright explains why valuation discipline remains essential as AI reshapes industries, highlighting opportunities in overlooked companies where market pessimism may be masking their potential.
14 Aug
14 Aug
Features

Scottish Mortgage Portfolio Update Q2 2026
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
14 Aug
14 Aug
Video

Murray International Trust: interim results 2026
Martin Connaghan discusses Murray International’s interim results, dividend growth, portfolio activity, AI and the outlook for the rest of 2026.
27 Aug
27 Aug
Video

Trusts In Focus: Ashoka WhiteOak Emerging Markets (AWEM)
AWEM’s long-term returns have been strong.
18 Aug
18 Aug
Fund Research

Murray Income (MUT)
MUT enters its next chapter with a heavy weight management trio that have delivered exceptional total returns for investors.
26 Aug
26 Aug
Fund Research

JPMorgan Claverhouse (JCH)
JCH has outperformed its benchmark since the new manager trio took the reins.
26 Aug
26 Aug
Fund Research

Aberdeen New India (ANII)
ANII offers high-quality exposure to India’s structural growth story.
21 Aug
21 Aug
Fund Research

Mercantile (MRC)
MRC should benefit from a recovery in UK SMIDs.
19 Aug
19 Aug
Fund Research

BlackRock World Mining (BRWM)
Structural demand growth has supported strong returns from BRWM.
19 Aug
19 Aug
Fund Research

Aberforth Geared Value & Income (AGVI)
AGVI’s share price has not kept up with NAV performance in 2026.
19 Aug
19 Aug
Fund Research

JPMorgan European Discovery (JEDT)
JEDT’s portfolio shines with strong earnings growth and performance.
14 Aug
14 Aug
September 2026
A new dawn for emerging markets?
Emerging markets are thriving but opportunities remain abundant.
Hiren Dasani
15th September 2026
15th September 2026
Session
Ashoka WhiteOak Emerging Markets
15 Sep, 10:00
15 Sep, 10:00
