April 2023
Features
The opportunity in struggling smaller companies
As smaller companies valuations struggle, Brown Advisory US Smaller Companies' risk-aware approach to growth investing looks timely…
05 Apr
05 Apr
Fund Research
BlackRock Sustainable American Income
BRSA: with a repeat of the last ten years of stock market behaviour seemingly unlikely, could value and sustainability come to the fore..?
20 Apr
20 Apr
Fund Research
JPMorgan US Smaller Companies
JUSC offers all-weather exposure to a dynamic market…
19 Apr
19 Apr
News
Results analysis: Middlefield Canadian Income
MCT saw positive share price returns in 2022 despite a tough macro environment…
17 Apr
17 Apr
November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Replay
Slides and Audio: Middlefield Canadian Income
Download the presentation and listen to the audio from our webinar from 9 November...
10 Nov
10 Nov
Features
Investing in small caps? Don’t pick up any cigarette butts
Value may be in vogue but it’s ultimately growth that delivers returns for shareholders…
25 Nov
25 Nov
Features
Baillie Gifford: embracing the unpredictable
Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie Gifford US Growth Trust explains.
18 Nov
18 Nov
Fund Research
JPMorgan American
JAM’s continued outperformance puts it in the spotlight as a low-cost, core option for US equities...
21 Nov
21 Nov
Fund Research
Middlefield Canadian Income
A long track record of steady dividends and unique exposure to Canadian equity income stocks makes MCT an ideal income portfolio diversifier...
10 Nov
10 Nov
Fund Research
NB Private Equity Partners
If NBPE’s portfolio companies prove resilient, the 35% discount may offer value…
03 Nov
03 Nov
October 2022
Head to head
European equities: Oui ou non?
Our analysts go head to head on the prospects for investors looking to the continent for prospective investments...
05 Oct
05 Oct
Features
A bright spot in North America
Canada’s economy is shielded against many of the problems the world is facing today…
12 Oct
12 Oct
Fund Research
International Biotechnology
Attractive valuations in a sector with strong long-term secular growth...
12 Oct
12 Oct
September 2022
Replay
Slides and Audio: Brown Advisory US Smaller Companies
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 21 September...
28 Sep
28 Sep
Features
The importance of profit growth in a rising rate environment
US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions. Against this backdrop, company earnings are going to come under pressure. But not all companies are created equally and the managers of the JPMorgan American Investment Trust (JAM) believe they have the formula to identifying those stocks that could be the most resilient...
28 Sep
28 Sep
Features
Baillie Gifford US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, provides an update on recent performance and explains why the Trust continues to focus on fundamentals in uncertain times...
23 Sep
23 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC’s managers took advantage of falling markets, in a tough year for small caps…
29 Sep
29 Sep
News
Results analysis: US Solar Fund
USF’s discount and high yield mark it out compared to peers…
26 Sep
26 Sep
News
Results analysis: Middlefield Canadian Income
MCT's wide discount may prove attractive to investors...
21 Sep
21 Sep
Fund Research
BlackRock Sustainable American Income
BRSA’s ESG-conscious approach to US value investing has generated positive near-term returns despite the market rout…
22 Sep
22 Sep
July 2022
Strategy
Ready player one
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
13 Jul
13 Jul
Blog
The mother of invention (and returns?)
Finding companies that cater to an urgent need is easier than figuring out who the next Bill Gates is going to be…
22 Jul
22 Jul
Fund Research
Brown Advisory US Smaller Companies
BASC’s wide discount could prove an interesting long-term entry point…
01 Jul
01 Jul
June 2022
Strategy
Staying active
We highlight several alternatives to passive investments for investors looking for core exposure in uncertain markets...
15 Jun
15 Jun
Guides
Investing in the US with investment trusts
Closed-ended funds can support your investments in the Land of the Free...
24 Jun
24 Jun