April 2021
Strategy
FAANGs for the memories
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
22 Apr
22 Apr
Features
Looking beyond the FAANGs for technology exposure
A reckoning for the US technology giants earlier this year has shown why a dedicated technology allocation could be vital to achieving success in this sector…
08 Apr
08 Apr
March 2021
Strategy
Shoot to Thrill: ISA targets for long term growth
We all intend to invest for the long-term but can often be distracted by the news...
24 Mar
24 Mar
Events
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
10 Mar
10 Mar
Replay
Slides and Audio: Allianz Technology Trust
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
04 Mar
04 Mar
Head to head
East End boys and West End girls
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
31 Mar
31 Mar
July 2020
Strategy
Why stagflation is likely and how to protect your portfolio from it
Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...
15 Jul
15 Jul
Strategy
The next big thing: two mega-trends that everyone should own
Tech seems to beat every other sector hands down – in both up and down markets – but nothing lasts forever. Where else should investors be looking for secular growth themes?
09 Jul
09 Jul
May 2020
Strategy
Riding for a fall?
We ask what could derail the multi-year tech boom…
20 May
20 May
Small Caps
Sea change
While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...
14 May
14 May
Events
Braving the new world
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
13 May
13 May
October 2018
Strategy
The Trump effect
Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...
31 Oct
31 Oct
Fund Research
Allianz Technology Trust
Allianz Technology Trust is a very actively managed specialist investment trust, managed by one of the most experienced technology investment teams in the world...
31 Oct
31 Oct
April 2018
Fund Research
The $23.9 trillion dollar question*
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
26 Apr
26 Apr
Fund Research
Allianz Technology Trust
Allianz Technology Trust (ATT) offers exposure to companies involved in 'innovative disruption' in sectors as wide ranging as automobiles, advertising, security, retail and web services
26 Apr
26 Apr
October 2017
Strategy
Winners and losers from tomorrow’s world
We highlight a subsection of managers and strategies which aim to identify and profit from innovative disruption in the global economy...
05 Oct
05 Oct
Fund Research
Polar Capital Technology
A global technology trust that has outperformed over the longer term by focusing on companies that are driving disruptive technological change...
05 Oct
05 Oct
Fund Research
Allianz Technology Trust
A highly-active, concentrated and stockpicking trust aiming to deliver long-term returns by focusing on technology companies from around the world...
04 Oct
04 Oct