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
March 2022
Replay
Slides and Audio: Allianz Technology Trust
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...
25 Mar
25 Mar
Features
Do you have to sacrifice income for growth?
Brunner proves that investors don’t have to make a binary choice between the two…
15 Mar
15 Mar
February 2022
Features
A healthy contribution
An aging planet and more spending on healthcare may put wind in the sails of Brunner’s portfolio…
10 Feb
10 Feb
Features
The dogs bark, the caravan moves on
A recent sell-off in tech stocks may not be an indicator of future trends…
04 Feb
04 Feb
Features
In safe hands
A decade long bull market and the seemingly unstoppable rise of tech stocks have made it easy to forget that good investing usually involves slow and steady gains…
02 Feb
02 Feb
Fund Research
Allianz Technology Trust
Despite ATT’s strong long-term performance, it trades at an attractive discount…
09 Feb
09 Feb
December 2021
Features
Investing in a world of labour shortages
A scarcity of workers may harm the economy but it doesn’t have to damage your portfolio…
15 Dec
15 Dec
Features
Managing money through a tumultuous cycle
A clear focus on stock selection has helped the team at Brunner navigate a tumultuous year for both value and growth investors…
01 Dec
01 Dec
May 2021
Features
Quality growth, growing income, discounted price
A key advantage of the investment trust structure is the opportunity to buy well-regarded funds at discounted prices. Here, we explore one of them in depth…
25 May
25 May
Features
The infrastructure of everything
Investing in technology is no longer about a niche set of businesses – it’s universal…
11 May
11 May
Fund Research
Brunner
BUT trades at a historically wide discount, despite recent competitive performance and 49 years of dividend increases…
05 May
05 May
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
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