October 2024
Features
Five powerful tailwinds behind Edinburgh Worldwide Investment Trust
Bill Chater, investment specialist, discusses the reasons to be optimistic for the Edinburgh Worldwide Investment Trust (EWIT). From the re-acceleration of growth to the recovery of small cap healthcare stocks. Could this be a generational buying opportunity for small caps and why is EWIT well placed to capitalise on this?
04 Oct
04 Oct
News
Results analysis: Schroders Capital Global Innovation
INOV’s managers have made progress in rebalancing the portfolio to high-growth potential private companies…
04 Oct
04 Oct
News
Results analysis: BH Macro
BHMG reports its interim results...
02 Oct
02 Oct
Fund Research
Global Smaller Companies
GSCT offers comprehensive exposure to small-caps worldwide…
03 Oct
03 Oct
September 2024
Strategy
Get Rich Slowly: How I invest my money
Our investment specialist discusses his investment portfolio…
14 Sep
14 Sep
Strategy
Five reasons to be cheerful about the outlook for your portfolio
Our analysts think global markets look likely to continue their ascent…
04 Sep
04 Sep
Blog
Top of the stocks: most bought and sold shares in August
We run the rule over the most popular shares and investment trusts last month…
07 Sep
07 Sep
Features
Mined commodities are speeding up the energy transition
Mining has a reputation as a cyclical sector, expanding when economic growth is buoyant and slipping as economies contract. However, today, the dynamics of the mining sector are more complex and nuanced, with the energy transition, shifting geopolitics and even the AI revolution changing the demand patterns for mined commodities...
28 Sep
28 Sep
Features
Fed Cuts Push Gold Higher
Robert Crayfourd and Keith Watson, co-managers of the Golden Prospect Precious Metals fund, which has recorded an over 30% share price increase Year-to-Date, provide their insights...
27 Sep
27 Sep
Features
Changing of the guard
BBH’s combination of offensive and defensive qualities looks attractive…
23 Sep
23 Sep
Features
Stock Spotlight: Skyworks
Vulcan’s C.T. Fitzpatrick explains why Skyworks earns its place in the portfolio with its wide and growing base of applications and strong fundamentals...
20 Sep
20 Sep
Features
Green green grass
Why the biotech sector is bouncing back to rude health…
19 Sep
19 Sep
Features
Stock Spotlight: Unilever
As a producer of some of the world’s best-known household brands, Veritas’s Ian Clark looks at why Unilever’s growth strategy into developing markets makes it such an attractive investment opportunity...
13 Sep
13 Sep
Features
The Big Question – What could a Trump 2.0 mean for the Alliance Trust portfolio?
Interview with Vulcan’s C.T. Fitzpatrick and Ian Clark from Veritas...
06 Sep
06 Sep
News
Results analysis: JPMorgan Global Growth & Income
JGGI’s outperformance of its benchmark stems from the managers' strong stock selection…
30 Sep
30 Sep
News
Results analysis: NB Private Equity Partners
NBPE’s underlying companies continue to deliver strong revenue growth…
25 Sep
25 Sep
Flash update
Witan merger with Alliance Trust: circular published
The finer details on the combination with Alliance Trust...
18 Sep
18 Sep
Fund Research
Golden Prospect Precious Metals
With gold at all-time highs, GPM’s portfolio of gold miners looks cheap…
26 Sep
26 Sep
Fund Research
Bellevue Healthcare
BBH looks set for a recovery as interest rates fall…
26 Sep
26 Sep
Fund Research
Alliance Trust
ATST’s combination with WTAN could produce a FTSE 100 giant…
24 Sep
24 Sep
August 2024
Strategy
Dream team
Our analysts review how their fund picks for 2024 have done…
28 Aug
28 Aug
Features
Gold at all time highs, the miners yet to follow
Robert Crayfourd and Keith Watson, co-managers of the Golden Prospect Precious Metals fund provide their insights...
30 Aug
30 Aug
Features
Monks’ musings: chips, bricks and clinical care
This latest update discusses changes to the Monks Investment Trust portfolio as it navigated a challenging year. We also look at some of the opportunities presented by deep structural trends in the digital and physical spheres...
30 Aug
30 Aug
Features
Many happy returns
NBPE has rewarded shareholders since listing in London 15 years ago…
28 Aug
28 Aug
Features
How does investment in mining companies help with the energy transition?
The energy transition is a complex, once-in-a-lifetime shift, with many moving parts. ‘Green’ energy companies battery storage companies, energy efficiency and technology groups will all play a role and are a significant area of investment within the BlackRock Energy & Resources Investment Trust (BERI). However, it is clear that the mining sector will also have a crucial role in enabling decarbonisation...
23 Aug
23 Aug
Features
The only way is up
BBGI’s share price should benefit as interest rates fall…
21 Aug
21 Aug
Features
Better days dawn for younger pioneers
Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7. Baillie Gifford’s Douglas Brodie, manager of the Edinburgh Worldwide Investment Trust explains more...
09 Aug
09 Aug
Features
Baillie Gifford Stock story: PsiQuantum
Luke Ward, manager of the Edinburgh Worldwide Investment Trust, explains why quantum computing could be a superpower to rival AI, and how PsiQuantum is harnessing existing production methods to deploy this technology at scale...
09 Aug
09 Aug
News
Results analysis: BBGI Global Infrastructure
With strong operational and financial performance and interest rates stabilising, BBGI offers an attractive prospective real return…
30 Aug
30 Aug
Fund Research
Fidelity Emerging Markets
FEML’s go-anywhere mandate and ability to short companies differentiate it from peers in the sector…
23 Aug
23 Aug
Fund Research
JPMorgan Global Core Real Assets
JARA’s board is planning a strategic shift to boost the yield and demand for its shares…
21 Aug
21 Aug