October 2026
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
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
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
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
News
Results analysis: Schroder British Opportunities
SBO‘s transition to a private portfolio is complete, with promising operational performance delivered.
05 Oct
05 Oct
September 2026
Strategy
The Small-Cap Odyssey
After a decade adrift, could small cap discounts be the next trade?
30 Sep
30 Sep
Strategy
How do you solve a problem like Korea?
Concentration is rising, but trusts have the tools to take advantage.
23 Sep
23 Sep
Market insight
Power play
As AI runs into the limits of the grid, the next phase may be measured in megawatts and metals rather than chips.
28 Sep
28 Sep
Features
Baillie Gifford US Growth Trust: Manager Insights
Investment manager Gary Robinson asks shareholders to vote against Saba’s board nominees and discusses how the Trust’s structure supports long-term growth.
25 Sep
25 Sep
Features
One year on: what the UK's 10-Year Infrastructure Plan means for investors
It's just over a year since the UK Government published its 10-Year Infrastructure Strategy in June 2025, promising £725 billion of public funding. Twelve months on, the early machinery is in place, but the pace of delivery needs to be faster.
25 Sep
25 Sep
Fund Research
Rockwood Strategic (RKW)
RKW continues to capitalise on the numerous undervalued UK micro-caps.
30 Sep
30 Sep
Fund Research
CT UK Capital & Income (CTUK)
CTUK has delivered over three decades of real dividend growth to investors.
29 Sep
29 Sep
Fund Research
Henderson Smaller Companies (HSL)
Strategy refinements and high gearing position HSL strongly for a UK small-cap recovery.
23 Sep
23 Sep
News
Results analysis: BH Macro
BHMG’s discount narrows, following a number of Board-led initiatives.
30 Sep
30 Sep
News
Results analysis: Vietnam Enterprise Investments
Vietnam’s GDP growth is soaring.
28 Sep
28 Sep
News
Results analysis: Octopus Renewables Infrastructure
ORIT remains on track to pay its target dividend.
25 Sep
25 Sep
News
Results analysis: Neuberger Private Equity Partners
NBPE’s interims show definite indicators of a recovery.
24 Sep
24 Sep
