May 2021
Features
Charging the green revolution

The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief e...

Fund Research
Alliance Trust

ATST offers investors access to Willis Towers Watson’s exclusive multi-manager portfolio, which has generated strong returns over the last 12 months…

Head to Head
Stand and deliver

Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…

Fund Research
NB Private Equity Partners

NBPE’s wide discount appears unwarranted...

Features
Quality growth, growing income, discounted price

A key advantage of the investment trust structure is the opportunity to buy well-regarded funds at discounted prices. Here, we explore one of them in depth…

Fund Research
F&C Investment Trust

FCIT is celebrating its 50th year of consecutive dividend growth…

Strategy
The complexity premium

We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...

Fund Research
Jupiter Green

JGC’s focus on mid/small caps seems to have been well-timed, and is now regularly issuing shares…

Fund Research
Ruffer Investment Company

RICA is an all-weather proposition, aiming to deliver over a range of market and economic outcomes…

Features
The nuances of value investing

With value stocks continuing their rise, distinguishing between different ‘value’ fund offerings can be challenging. Here, we look at a unique multi-asset value strategy…

Strategy
Riders on the storm

We look at the yields in the alternatives space and how they have been affected by the pandemic…

Features
The infrastructure of everything

Investing in technology is no longer about a niche set of businesses – it’s universal…

Fund Research
Brunner

BUT trades at a historically wide discount, despite recent competitive performance and 49 years of dividend increases…

Strategy
Vive la revolution

For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…

Features
Scottish Mortgage – The Next Generation of Winners

In this in-depth interview, Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from. Join Slater...

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