January 2025
Features

Schroder European Real Estate Investment Trust – demonstrating resilience with distinction
Looking beyond Europe’s current challenges for a unique real estate opportunity...
24 Jan
24 Jan
Fund Research

Baillie Gifford European Growth
2025 could be a year of recovery for BGEU…
29 Jan
29 Jan
Fund Research

Fidelity European Trust
FEV has delivered consistent outperformance and strong dividend growth…
17 Jan
17 Jan
December 2024
News

Results analysis: Henderson European Trust
HET delivers outperformance from its portfolio of global leaders…
12 Dec
12 Dec
News

Results analysis: Schroder European Real Estate
SERE offers a high yield with a fully covered dividend…
11 Dec
11 Dec
Fund Research

TRIG - Renewables Infrastructure Group
TRIG’s underlying fundamentals don’t warrant the discount…
03 Dec
03 Dec
November 2024
Strategy

What would Kenny Rogers do?
As the world waits for the Trump show to start in earnest, should you hold ‘em, fold ‘em, walk away or run?
27 Nov
27 Nov
Features

How will the US election impact biotechnology?
How the biotech sector may fare in different election outcomes...
01 Nov
01 Nov
News

Results analysis: BlackRock Greater Europe
BRGE’s outperformance is driven by its portfolio of global leaders in their fields…
08 Nov
08 Nov
Fund Research

European Opportunities
EOT: a concentrated portfolio of Europe’s leading companies…
27 Nov
27 Nov
October 2024
Events

Global equities in a year of change
Watch and download the presentations from this week's event...
13 Oct
13 Oct
Features

Europe’s hidden tech titans uncovered
Chris Davies, co-manager of the Baillie Gifford European Growth Trust, uncovers Europe's most dynamic growth companies and explains what sets them apart...
25 Oct
25 Oct
Features

Three key investment themes in European stock markets
The recent French election has created significant disruption in European stock markets (1). On the BlackRock Greater Europe Trust, we choose not to try and anticipate these short-term movements, but instead to look for areas of structural growth and investment themes that can transcend short-term political and economic disruption...
04 Oct
04 Oct
Features

A winning formula
SERE provides diversification and a focus on fast-growing cities…
02 Oct
02 Oct
Fund Research

European Assets
EAT offers a high yield and a diverse European small- and mid-cap portfolio…
29 Oct
29 Oct
Fund Research

Henderson European Trust
HET picks up where its predecessors left off…
23 Oct
23 Oct
Fund Research

CT Private Equity
CTPE’s portfolio is full of interesting gems…
15 Oct
15 Oct
September 2024
Special Report

The tide is turning
Income and ESG-focused investors shouldn’t dismiss the real estate revival…
21 Sep
21 Sep
News

Results analysis: Octopus Renewables Infrastructure
ORIT is on track to pay its target dividend of 6.02p for the full year to 31/12/2024 and has realised a further asset at a premium to valuation, providing solid evidence that the NAV is calculated on a conservative basis...
18 Sep
18 Sep
Fund Research

European Smaller Companies
ESCT shows how to perform well even when market sentiment is weak...
27 Sep
27 Sep
Fund Research

BlackRock Greater Europe
BRGE is a focused portfolio of leading European companies...
25 Sep
25 Sep
July 2024
Strategy

Balancing act
We ask why trusts with a more flexible approach have outperformed…
17 Jul
17 Jul
Features

Looking beyond the obvious for investing in Europe
A lot has been said about the concentration in the US markets, but investors in European markets have also been focused on a handful of companies. These ‘Granolas’ may be more diversified than the technology-focused Magnificent Seven – and not as expensive – but the focus on them suggests investors remain nervous about branching out. However, there are a few reasons this may change in the coming months...
26 Jul
26 Jul
Flash update

Flash update: Henderson European
Henderson European (HET) completes its merger, making it one of the largest trusts in its peer group…
22 Jul
22 Jul
News

Flash update: European Assets
EAT’s investment strategy is being refreshed under its new manager…
11 Jul
11 Jul
May 2024
Market Insight

Has BGEU passed its “inflection point”?
The managers of BGEU highlight that valuations remain attractive even after a 20% rally…
23 May
23 May
News

Results analysis: Henderson European Focus Trust
HEFT outperforms ahead of its forthcoming merger...
29 May
29 May
Fund Research

TRIG - Renewables Infrastructure Group
TRIG’s portfolio continues to evolve, despite equity capital markets being closed…
24 May
24 May