November 2022
News
Flash update: JPMorgan Global Core Real Assets
JARA continues to deliver strong capital and income returns in troubled markets…
09 Nov
09 Nov
Fund Research
Schroder BSC Social Impact
SBSI offers investors the opportunity to address UK social challenges, while still generating uncorrelated, low-volatility returns…
18 Nov
18 Nov
September 2022
Features
A simple route to diversification and inflation protection
MAVT is neatly positioned to deal with the world’s economic problems…
09 Sep
09 Sep
Fund Research
MIGO Opportunities
MIGO’s underlying discount to NAV has rarely been wider…
27 Sep
27 Sep
Fund Research
Ruffer Investment Company
RICA is positioned to protect against inflation or a new leg down in equity markets…
15 Sep
15 Sep
Fund Research
Momentum Multi-Asset Value Trust
MAVT’s diversified, multi-asset portfolio and attractive yield may provide a source of ‘refined value’ in volatile markets…
15 Sep
15 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
Strategy
A game of two halves
In the second article of our series on the AIC Flexible Investment sector we see how performance has stacked up during two years when markets were poles apart...
06 Jul
06 Jul
Fund Research
Aberdeen Diversified Income & Growth
ADIG offers investors an unconstrained multi-asset portfolio, including hard-to-access private market investments sourced through abrdn’s origination platform...
29 Jul
29 Jul
Fund Research
Schroder Asian Total Return
ATR’s sophisticated strategy is an attractive way to take long-term Asia exposure…
19 Jul
19 Jul
June 2022
Blog
Delivering returns in a financial storm
We look at three trusts that have managed to deliver returns for shareholders so far in 2022…
24 Jun
24 Jun
Fund Research
Invesco Select: Balanced Risk Allocation
IVPB continues to deliver on its objectives, yet trades on a discount of c. 7%...
15 Jun
15 Jun
Fund Research
Capital Gearing Trust
CGT’s long-term consistency may prove attractive given volatile markets…
15 Jun
15 Jun
May 2022
Strategy
Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
18 May
18 May
Strategy
Catch a tiger by the tail
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
11 May
11 May
Replay
Slides and Audio: JPMorgan Global Core Real Assets
Download the presentation and listen to the audio from our 'Alternatives for income investors' virtual week from 27 May...
27 May
27 May
April 2022
News
Flash update: JPMorgan Global Core Real Assets
JARA is firing on all cylinders and has recorded strong returns over the past year with the share price discount narrowing as a result…
20 Apr
20 Apr
Fund Research
MIGO Opportunities
MIGO’s underlying discounts are currently wide relative to history…
20 Apr
20 Apr
March 2022
Head to head
You say tomato…
Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach...
30 Mar
30 Mar
Features
A trust for all seasons
MAVT has performed well under duress, will it do the same with some tailwinds working in its favour?
18 Mar
18 Mar
Fund Research
RIT Capital Partners
RCP continues to deliver good risk adjusted returns…
25 Mar
25 Mar
January 2022
Fund Research
Momentum Multi-Asset Value Trust
A ready-made multi-asset portfolio with an attractive yield and a contrarian, value style…
19 Jan
19 Jan
Fund Research
Invesco Select: Balanced Risk Allocation
IVPB aims to offer equity-like returns, but with fewer nerve-wracking moments...
12 Jan
12 Jan
December 2021
Strategy
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
30 Dec
30 Dec
Strategy
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
22 Dec
22 Dec