January 2025
Strategy
Top of the stocks: most bought and sold shares in December
We take a whistlestop tour through the most popular shares and investment trusts last month…
12 Jan
12 Jan
Special report
On a path to renewed growth
EWI portfolio companies are showing clear signs of success…
05 Jan
05 Jan
Trust issues
Trust Issues: investing in hedge funds with BH Macro’s Richard Horlick
We discuss opportunities for investors in the hedge fund sector with BH Macro Chairman Richard Horlick...
14 Jan
14 Jan
Trust issues
Trust Issues: investing in innovation with EWI’s Svetlana Viteva
EWI is trying to identify tomorrow’s winners early on in their journey…
10 Jan
10 Jan
Features
SAINTS spotlight: turbulence beneath the surface
In the first instalment of their new quarterly series, the Scottish American Investment Company (SAINTS) team shares updates on their recent search for new long-term compounders...
10 Jan
10 Jan
News
How to vote at investment trust general meetings
Saba is relying on investor apathy to threaten seven trusts’ continued existence…
10 Jan
10 Jan
Fund Research
Octopus Renewables Infrastructure
ORIT’s broadly diversified renewables portfolio is significantly undervalued...
15 Jan
15 Jan
Fund Research
HICL Infrastructure
HICL’s discount widens, yet the portfolio is showing positive signs…
15 Jan
15 Jan
December 2024
Fund Research
Portfolio update: BlackRock Energy and Resources Income
BERI has performed well under the new strategy...
13 Dec
13 Dec
Strategy
The little trust that could
A plucky performance saw this small cap trust end the year ahead of a strong pack in our annual top picks challenge...
20 Dec
20 Dec
Strategy
Get Rich Slowly: when to fold, raise or go all-in?
Our investment specialist explores the all-important decision of when to press the sell button…
15 Dec
15 Dec
Strategy
Top of the stocks: most bought and sold shares in November
We outline the most and least popular stocks last month…
08 Dec
08 Dec
Opinion
Trust Issues: investing in frontier markets with BRFI
We discuss opportunities for investors in frontier markets and why BRFI is well-positioned to benefit from strong growth drivers in the region...
17 Dec
17 Dec
Trust issues
Trust Issues: investing in digital infrastructure equity with CORD’s Steven Marshall
We discuss opportunities for investors in the digital infrastructure equity sector with CORD’s Steven Marshall...
09 Dec
09 Dec
Trust issues
Trust Issues: investing in infrastructure debt with SEQI's Randall Sandstrom
We discuss opportunities for investors in the infrastructure debt sector with SEQI’s Randall Sandstrom...
02 Dec
02 Dec
Features
Monks Investment Trust: growth beyond the obvious
Investment manager Spencer Adair explains how Monks is embracing the potentially open-ended growth opportunities offered by AI and planting the seeds of long-term growth by looking where others aren't...
20 Dec
20 Dec
Features
Beyond Silicon Valley: the US’s other innovation hubs
The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new economic geography...
20 Dec
20 Dec
Features
The pitfalls of correlation
Why frontier markets offer a unique blend of diversification and growth opportunities…
17 Dec
17 Dec
Features
Is a Trump presidency good for gold?
What does a Trump presidency mean for the gold price and thus the gold miners?
13 Dec
13 Dec
Features
Edinburgh Worldwide Investment Trust: manager update
Baillie Gifford’s Svetlana Viteva and Luke Ward outline the planned evolution of the Edinburgh Worldwide Investment Trust following a detailed review...
13 Dec
13 Dec
Features
Stock spotlight: Synopsys
HK Gupta, SGA Portfolio Manager describes why he believes Synopsys' exciting growth opportunities earns itself a place in the portfolio...
13 Dec
13 Dec
Features
Monks’ musings: the rewards of diversity
Discover the Monks Investment Trust third quarter 2024 musings on achieving strong returns through a diversified investment strategy, focusing on AI and infrastructure...
13 Dec
13 Dec
Features
Stock Spotlight: JLL
Tye Bousada, Co-CEO from newly onboarded stock picker EdgePoint looks at how property services company JLL assists clients in buying or leasing the buildings that are so important to their operations...
06 Dec
06 Dec
Features
Stock spotlight: Las Vegas Sands
A. Rama Krishna, Founder and CIO of ARGA, discusses resort and casino operator Las Vegas Sands, and why it deserves a place in ARGA’s portfolio...
06 Dec
06 Dec
News
Results analysis: Jupiter Green
JGC announces the conclusion of its review…
20 Dec
20 Dec
News
Results analysis: Sequoia Economic Infrastructure Income
SEQI’s high dividends continue to be well-covered by cash…
09 Dec
09 Dec
News
Results analysis: SDCL Energy Efficiency Income
SEIT reaffirms dividend target and updates on plans to address the discount…
09 Dec
09 Dec
News
Results analysis: Cordiant Digital Infrastructure
CORD’s excellent share price returns reflect impressive operational performance…
02 Dec
02 Dec