May 2022
Replay
Slides and Audio: International Biotechnology
Download the presentation and listen to the audio from our 'Alternatives for income investors' virtual week from 25 May...
27 May
27 May
Features
Canadian stocks have a lot of tailwinds in their favour
Trusts like MCT may benefit from rising prices and an economic bounce back…
27 May
27 May
Features
A hands-on approach
Private equity trusts offer a solution for investors seeking a tightly controlled and monitored approach to ESG…
20 May
20 May
Features
Time to reappraise the ‘value’ approach?
After a tough decade, the environment for the value approach is improving, says Lisa Yang, Co-Manager of the BlackRock Sustainable American Income Trust plc. Is it time for investors to take note?
13 May
13 May
Fund Research
JPMorgan US Smaller Companies
JUSC’s quality bias has driven its recent outperformance, although it still trades on a historically wide discount…
31 May
31 May
Fund Research
Middlefield Canadian Income
MCT allows investors to access a high-yielding market prospering from high commodity prices at an attractive discount…
12 May
12 May
April 2022
Features
Baillie Gifford US Growth Trust: The long view
The US is home to fast-growing, disruptive and culturally unique companies. Watch this recent webinar recording to hear from fund managers Gary Robinson and Kirsty Gibson as they discuss growth investing in the US and the businesses that are driving structural change across sectors worldwide...
29 Apr
29 Apr
Features
Surviving the stress test
JPMorgan American has delivered the goods during a wild couple of years…
22 Apr
22 Apr
Fund Research
JPMorgan American
JAM’s blended approach to US equities has allowed it to outperform in a very difficult market…
05 Apr
05 Apr
March 2022
Replay
Slides and Audio: BlackRock Sustainable American Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 Mar
Features
A differentiated approach to building long-term value
When it comes to choosing a private equity manager, it is vital to choose carefully...
23 Mar
23 Mar
Features
The under-explored power of listed private equity
Private equity remains off piste for most investors despite its potential appeal as a core holding…
09 Mar
09 Mar
News
Results analysis: US Solar Fund
USF offers a high dividend from cashflows fixed far into the future…
24 Mar
24 Mar
February 2022
News
Results analysis: BlackRock Sustainable American Income
Reporting results for the year ending 31 October 2021, BRSA has succeeded in combining sustainable investing with an outperforming value-stock bias…
17 Feb
17 Feb
Fund Research
US Solar Fund
USF offers a high and dependable yield from a portfolio with a strong ESG rationale…
02 Feb
02 Feb
December 2021
Features
A winning combination
How the JPMorgan American team is delivering strong returns with both growth and value stocks…
24 Dec
24 Dec
Features
And now for something completely different
We take a look at a trust which could add significant diversification to income investors’ portfolios…
20 Dec
20 Dec
Fund Research
BlackRock Sustainable American Income
BRSA’s new sustainable approach to US value investing represents a highly distinct strategy…
15 Dec
15 Dec
Fund Research
Third Point Investors
A stellar performance this year shines a positive light on TPOU…
08 Dec
08 Dec
November 2021
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Features
Is your portfolio an ‘80s throwback?
Private equity investment trusts could add valuable diversification to private investors portfolios, which often still resemble old fashioned 60/40 strategies…
10 Nov
10 Nov
Features
The right stuff
Biotechnology is a complex field and investors can face a wild ride during volatile periods – so a highly experienced management team is crucial to success…
05 Nov
05 Nov
News
Flash update: NB Private Equity Partners
October NAV from NBPE shows continued momentum…
22 Nov
22 Nov
October 2021
Replay
Slides and Audio: Brown Advisory US Smaller Companies
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Features
Baillie Gifford US Growth Trust – Manager Insights
The ways we work, play, study, shop and seek healthcare have changed during the pandemic, prompting new investments by the Baillie Gifford US Growth Trust, as co-manager Kirsty Gibson details...
01 Oct
01 Oct
Fund Research
International Biotechnology
IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...
13 Oct
13 Oct
Fund Research
JPMorgan American
JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…
06 Oct
06 Oct