October 2023
Blog
What else?
Some trusts still offer attractive return potential, without the high valuations the US offers...
27 Oct
27 Oct
Blog
Not just a value play
There is more to Japan than gaming PB ratios…
19 Oct
19 Oct
Blog
Are you ready for your closeup?
We explain how the professionals go about building a peer group…
06 Oct
06 Oct
September 2023
Blog
Healthy fundamentals
Healthcare and biotech are out of favour despite the secular growth trends supporting them…
29 Sep
29 Sep
Trust Issues
A biotech bounce back? With IBT Manager Ailsa Craig - Podcast: Trust Issues #22
We talk the move to Schroders, managing risk, and reinvesting the proceeds of M&A activity...
28 Sep
28 Sep
Opinion
Ohayō Japan!
Our analysts discuss what they think may be a new dawn for the Land of the Rising Sun...
27 Sep
27 Sep
Blog
What the Sopranos tells us about valuing records
Unpredictable sales spikes and a lack of historical data on cash flows make it hard to put a price tag on music rights...
22 Sep
22 Sep
Blog
Pizza Tiger
You don’t need to reinvent the wheel to deliver good returns on your investment...
15 Sep
15 Sep
Blog
Plotting a soft landing
Alternatives have taken a beating over the past two years. We may not be through the shoals yet but some trusts offer both upside potential and downside protection…
08 Sep
08 Sep
Blog
The next chapter for Latin America
Newsflow around Latin America reflects a changing picture…
01 Sep
01 Sep
August 2023
Opinion
UK OK, HUN?
Sentiment towards the UK is at rock bottom, which means only one thing…
30 Aug
30 Aug
Blog
Is China a value play?
Almost all Asia managers are underweight the world’s second-largest economy...
25 Aug
25 Aug
Blog
We’re all going on a summer holiday
Sustained tourism demand has fund managers looking to the sector…
18 Aug
18 Aug
Trust Issues
Canada: lower valuations and attractive growth - Podcast: Trust Issues #21
We speak to MCT Manager Dean Orrico about the prospects for the equity income trust...
17 Aug
17 Aug
Blog
Calling emerging markets
The rapid rate of smartphone adoption in emerging markets has improved lives and presents interesting opportunities to investors...
11 Aug
11 Aug
Trust Issues
Investing in Indian stocks, with ANII Manager Kristy Fong - Podcast: Trust Issues #20
We talk high valuations, the upcoming election, and corporate governance...
04 Aug
04 Aug
Blog
A rising sun in Japan
Unprecedented action from Japan’s central bank reflects warming sentiment towards the country…
04 Aug
04 Aug
July 2023
Blog
It’s Déjà vu all over again
US stocks continue to trade at high valuations. Is that warranted and are there other options for investors looking to get exposure to the world’s largest economy?
28 Jul
28 Jul
Opinion
Our board and saviour
Boards are proving their value as discounts languish…
26 Jul
26 Jul
Blog
Power to the people
A change in policy at BlackRock shines a light on shareholder democracy…
21 Jul
21 Jul
Video
Video interview with BBH Manager Paul Major on M&A, buy opportunities and more
We look at whether 2023 is still a 'historic opportunity' to invest in healthcare...
20 Jul
20 Jul
Blog
Japan’s value shift
Global equity funds are upping exposure to Japan…
14 Jul
14 Jul
Video
Video interview with JMI Manager Georgina Brittain
We talk valuations, M&A and the attractions of UK small caps...
13 Jul
13 Jul
Blog
Going deep on discounters
In a cost-of-living crisis, discount retailers are falling into favour…
07 Jul
07 Jul
June 2023
Blog
High end China
Several managers are investing in higher-end consumer growth in the world’s second-largest economy…
30 Jun
30 Jun
Trust Issues
Semiconductors, infrastructure and consumer growth in Asia, with Abrdn Manager Pruksa Iamthongthong - Podcast: Trust Issues #19
We speak to the DGN manager about some key themes for investors in Asia...
30 Jun
30 Jun
Blog
Mind games
AI may be dominating headlines but investors need not redraw their portfolios…
23 Jun
23 Jun
Blog
Known unknowns
How should investors prepare for a prospective economic downturn?
16 Jun
16 Jun
Trust Issues
Investing in Vietnam, with Dragon Capital Founder Dominic Scriven - Podcast: Trust Issues #18
We talk inflation, advances in tech and Vietnam's entry to EM indices...
09 Jun
09 Jun
Blog
Far out
When considering reshaping your portfolio, don’t overlook emerging markets…
09 Jun
09 Jun
Blog
An automated future
Labour shortages seem more pressing than building LLMs…
02 Jun
02 Jun