June 2023
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
Trust Issues
Investing in quality companies in Asia, with Schroder AsiaPacific's Abbas Barkhordar - Podcast: Trust Issues #17
We talk China, Vietnam and buy/sell decisions...
01 Jun
01 Jun
May 2023
Trust Issues
Finding the best UK stocks for income, with Dunedin Manager Rebecca Maclean - Podcast: Trust Issues #16
We talk valuations, European stocks, options writing and UK M&A...
26 May
26 May
Blog
Has the sustainable revolution gone into reverse?
Other factors may have drowned out the call for sustainable investing…
26 May
26 May
Trust Issues
Podcast: Trust Issues #15 - Finding opportunities in European real estate, with SERE's Jeff O'Dwyer
We talk inflation, valuations, gearing negotiations and more...
19 May
19 May
Blog
More UK M&A
The bids keep coming, the valuations stay low…
19 May
19 May
April 2023
Blog
Will we see a resurgence in emerging markets?
We may be at the start of a new cycle…
28 Apr
28 Apr
Trust Issues
Podcast: Trust Issues #14 - Investing for income in Asia
We speak to SOI Manager Richard Sennitt about finding the best dividend payers in the world's largest continent...
21 Apr
21 Apr
Blog
The hand that giveth
M&A deal flow in the UK is surging, which spells good and bad news for investors…
21 Apr
21 Apr
Blog
Hope for the best, expect the worst
Some trusts may help investors that don’t want to make bold predictions…
14 Apr
14 Apr
Video
Interview with CC Japan Income & Growth's manager Richard Aston
We discuss why Japan has so many opportunities for income investors...
06 Apr
06 Apr
Blog
Blackstone reminds us to look below the bonnet
The acquisition of Industrials REIT reflects the nuance of alternative asset trusts…
06 Apr
06 Apr
March 2023
Blog
ISA Event: And now for something completely different
Everything you wanted to know about alternatives (but were afraid to ask)...
31 Mar
31 Mar
Head to head
What I’m doing with my allowance this tax year
Two of our analysts debate whether to invest in punchier funds for the long term or take a more cautious view…
30 Mar
30 Mar
Trust Issues
Podcast: Trust Issues #13 - Finding the best growth stocks in China, with ACIC Manager Elizabeth Kwik
It's been an interesting start to life for the trust, which was launched in late 2021...
29 Mar
29 Mar
Blog
ISA Event: Eastern promise
This week we heard from managers in Vietnam, India, China and more…
24 Mar
24 Mar
Blog
A feast for your ISAs – the second course
Dividends, UK small caps, energy and more…
17 Mar
17 Mar
Blog
The first course: week one of our ISA event in review
We look at the first four presentations of our ISA season event…
10 Mar
10 Mar
Blog
Gearing up, dividends down
Rising borrowing costs pose a risk to investors in closed-ended funds…
03 Mar
03 Mar
Trust Issues
Podcast: Trust Issues #12 - Valuations, discounts and rent increases, with UKCM's Will Fulton
We speak to the Abrdn manager about the state of commercial property...
02 Mar
02 Mar
February 2023
Blog
Piece by piece
Diversification is beneficial, but that doesn’t mean a country-specific allocation should always be avoided…
24 Feb
24 Feb
Opinion
The real book
SONG’s share price remains at a price that we think is an overreaction to legitimate worries…
23 Feb
23 Feb
Trust Issues
Podcast: Trust Issues #11 - Why healthcare valuations are low
We speak to Bellevue Healthcare manager Brett Darke about the state of the healthcare sector...
20 Feb
20 Feb
Trust Issues
Podcast: Trust Issues #10 - An update on China
We speak to Gavekal's Andrew Batson about what's happening the world's second-largest economy...
17 Feb
17 Feb
Blog
Never miss an opportunity to miss an opportunity
Is it LATAM’s time to shine?
17 Feb
17 Feb
Blog
Wrong when it’s right
Economic data is balanced on a knife edge, but that hasn’t stopped the markets surging so far this year. With such a confusing picture to consider, we look at the opportunities lying elsewhere…
10 Feb
10 Feb
Blog
Room for cautious optimism in emerging markets?
A weaker dollar may mean a better 2023…
03 Feb
03 Feb
January 2023
Blog
What cost of living crisis?
While rising costs hit the confidence of most consumers, the luxury market flourished in 2022. We examine the potential and pitfalls in the sector defying the odds…
27 Jan
27 Jan
Trust Issues
Podcast: Trust Issues #9 - Inflation, commodities and streaming, with Izabella Kaminska
We have a meandering conversation about markets in 2023...
26 Jan
26 Jan