September 2026
Fund Research

Schroder Real Estate (SREI)
SREI builds the scale to be a leading diversified REIT.
11 Sep
11 Sep
Strategy

Houston, we have an IPO
SpaceX stole the headlines, but opportunities span public and private markets.
09 Sep
09 Sep
Strategy

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

Emerging markets may have further to run
Emerging market equities have delivered strong returns since the start of the year and supportive trends offer scope for further upside.
07 Sep
07 Sep
Features

The new shape of European growth
Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies.
11 Sep
11 Sep
Features

Baillie Gifford UK Growth Trust: Manager Insights
Co-manager Iain McCombie discusses challenging relative performance, new holdings and why the team maintains conviction in the portfolio's resilience.
11 Sep
11 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

HgT: Interim Results 2026
Jim Strang discusses HgT’s interim performance, AI, portfolio exits, share buybacks and Hg’s decision to significantly increase its stake.
14 Sep
14 Sep
Video

Trusts In Focus: Greencoat UK Wind (UKW)
UKW can help to power the AI data centre build-out.
09 Sep
09 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
Monthly roundup

Monthly roundup: renewables return to most bought, a RIT Cap run through plus AI bubble or not?
Jo, Ryan and David discuss the latest news and results in the investment trust world.
10 Sep
10 Sep
Podcast

Trust Issues: Investing in private equity with NBPE’s Paul Daggett
NBPE’s Paul Daggett discusses AI risk and bright spots ahead.
07 Sep
07 Sep
Fund Research

AVI Global (AGT)
The attractions of AGT’s discount and diversification have never been stronger.
09 Sep
09 Sep
Fund Research

RIT Capital Partners (RCP)
RCP’s shares have outperformed the ACWI under the new CEO, with all three NAV pillars performing well.
09 Sep
09 Sep
Fund Research

BlackRock Income & Growth (BRIG)
BRIG’s dividend growth has been strong under the current managers’ tenure.
07 Sep
07 Sep
Fund Research

JPMorgan Emerging Markets Growth & Income (JMGI)
JMGI offers exposure to high-quality companies with strong growth potential across emerging markets.
07 Sep
07 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

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