December 2019
Fund Research
BlackRock Frontiers
BRFI offers a strikingly high yield from undervalued regions with strong growth potential…
30 Dec
30 Dec
Fund Research
BlackRock Latin American
BRLA has raised its gearing in anticipation of a Brazilian market rally...
10 Dec
10 Dec
Fund Research
Barings Emerging EMEA Opportunities
BEE invests in strikingly cheap markets and has a strong track record of alpha and dividend generation…
05 Dec
05 Dec
September 2019
Fund Research
ScotGems
A highly concentrated portfolio, with a focus on capital preservation, makes for an interesting mix for investors in the current volatile market conditions…
09 Sep
09 Sep
Fund Research
Utilico Emerging Markets
Utilico Emerging Markets focuses on the infrastructure and utilities sectors, primarily in Latin America...
06 Sep
06 Sep
August 2019
Strategy
Dangerous ground: the perils of market timing
Our research shows that attempting to time the market is, more often than not, a mug's game...
14 Aug
14 Aug
Features
Exploring the next frontier
The world’s developing markets may look and feel like large emerging markets, but they bring something new for investors. The team at BlackRock explain why…
21 Aug
21 Aug
July 2019
Strategy
Push-me pull-you
Two contrasting influences are dominating the outlook for Asian markets - we analyse them and how Asia trusts are positioning their portfolios in response...
03 Jul
03 Jul
Fund Research
Fundsmith Emerging Equities
FEET applies the same rules as the popular global open-ended fund to emerging markets...
24 Jul
24 Jul
Fund Research
JPMorgan Emerging Markets
JPMorgan Emerging Markets uses deep resources to identify companies with the potential to continue compounding earnings faster than the market...
10 Jul
10 Jul
June 2019
Features
Why Chinese consumers 'trump' fears of a trade war...
We find out why domestic consumption in China and other emerging markets underpins a positive long-term story for investors…
07 Jun
07 Jun
Fund Research
BlackRock Frontiers
Sam Vecht's flagship emerging markets fund has kept pace with its new, more appropriate, benchmark so far in 2019 after a tricky start last year...
10 Jun
10 Jun
May 2019
Fund Research
Barings Emerging EMEA Opportunities
Baring Emerging Europe offers a high dividend yield of 4.5% from its unique focus on a cheaply valued region ...
14 May
14 May
Fund Research
BlackRock Latin American
The trust's high profile new managers are bullish on the outlook, particularly for Brazil, and the discount has narrowed sharply...
07 May
07 May
January 2019
Strategy
Class of 2018...
After a flood of new investment trust launches in 2018, we examine their progress so far...
09 Jan
09 Jan
Features
Discounts in focus: JPM Emerging Markets
Despite beating all of its peers over five years, and a highly experienced and well resourced manager, this trust continues to trade on a wide discount...
08 Jan
08 Jan
Features
Can metals be made to shine?
The team at BlackRock World Mining say lessons have been learned from the recent downturn, and highlight opportunities they see in the sector...
02 Jan
02 Jan
October 2018
Strategy
Information overload
Our analysis shows the long term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
10 Oct
10 Oct
Strategy
We can be heroes
Our analysis has uncovered the trusts which have generated a solid income through thick and thin - without compromising other aspects of performance...
03 Oct
03 Oct
Fund Research
Barings Emerging EMEA Opportunities
Baring Emerging Europe offers capital growth and a dividend yield from a unique portfolio of stocks in developing Europe...
09 Oct
09 Oct
Fund Research
Templeton Emerging Markets
Templeton Emerging Markets aims to maximise total returns over the long run with a value-based, bottom up approach...
09 Oct
09 Oct
July 2018
Strategy
Go big or go home
Our research suggests that fund managers who are willing to back their convictions with punchy bets tend to outperform over the long term...
09 Jul
09 Jul
Video
Outlook for Asia: still positive?
Invesco's Ian Hargreaves gives his take on the trade war and more...
10 Jul
10 Jul
May 2018
Fund Research
BlackRock Frontiers
Long-term capital growth from investment in companies operating in frontier markets...
17 May
17 May
Fund Research
ScotGems
ScotGems was launched June last year, aiming to deliver long-term capital growth, by investing into smaller capitalisation companies operating in emerging markets...
10 May
10 May
April 2018
Strategy
Electric dreams
We examine the growing shift toward electrical power across a broad range of industries, and the implications for investment trusts with exposure to them...
04 Apr
04 Apr
Fund Research
Utilico Emerging Markets
Owning companies that meet the growing needs of the ever-increasing middle classes in emerging markets countries
04 Apr
04 Apr