March 2024
Features
Schroder UK Mid Cap Fund plc: UK equities – what’s the catalyst?
Mid caps particularly well poised for a UK renaissance...
15 Mar
15 Mar
Features
Keystone Positive Change: the outlook for 2024 and beyond
In this webinar recording, Lee Qian, co-manager of the Keystone Positive Change Investment Trust, provides an update on investment performance and discusses the outlook for 2024 and beyond. Lee also explains the positive impact that companies within the portfolio are making...
08 Mar
08 Mar
January 2024
Features
Keystone Positive Change Investment Trust: manager insights
Baillie Gifford’s Lee Qian provides an update on the Trust’s performance and holdings, how companies in the portfolio are contributing to a more sustainable future, and explains why an era of constrained financing could benefit strong growth companies...
26 Jan
26 Jan
Fund Research
Keystone Positive Change
KPC offers high return potential from a portfolio aligned to key social goals…
24 Jan
24 Jan
November 2023
Events
Once more into the breach?
With yawning discounts across the board, some sectors have been hit harder than others - our analysts think there could be value there for those with the sangfroid to fight for it...
08 Nov
08 Nov
Fund Research
Aurora
ARR’s highly concentrated portfolio sets it apart, but the wider discount merits attention…
08 Nov
08 Nov
August 2023
Opinion
UK OK, HUN?
Sentiment towards the UK is at rock bottom, which means only one thing…
30 Aug
30 Aug
Features
UK Equities: A fantastic hunting ground for long-term growth investors
In this webinar, Milena Mileva, co-manager of the Baillie Gifford UK Growth Trust plc, dispelled some myths about investing in the UK equity market, and explained why it's an excellent opportunity for long-term growth investors...
18 Aug
18 Aug
Features
Connecting with Brazilian change-makers tackling social problems
Keystone Positive Change Investment Trust’s Ed Whitten meets Brazilian firms seeking social impact and growth, as well as some of their customers...
07 Aug
07 Aug
Fund Research
Fidelity Special Values
FSV’s contrarian approach should help capture the cheap valuations on offer from the UK market…
31 Aug
31 Aug
June 2023
Features
Transformative investment: a new approach to a sustainable future
Baillie Gifford investment manager Kate Fox discusses the Deep Transitions research project and its implications for investing in a more sustainable future...
16 Jun
16 Jun
Features
Positive change in challenging times
Baillie Gifford’s Rosie Rankin, director of the Keystone Positive Change Investment Trust, gives an update on portfolio performance, company research and opportunities for the year ahead...
09 Jun
09 Jun
April 2023
Strategy
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Strategy
Fallen Kingdom?
Since the UK was described as a ‘Jurassic Park’ stock market, it has outperformed. Is this a new age for the stock market..?
06 Apr
06 Apr
March 2023
Features
Keystone Investment Trust - Manager Insights
Baillie Gifford’s Kate Fox, co-manager of the Keystone Positive Change Investment Trust, explains the trust’s objectives, gives an update on the portfolio and discusses the outlook for company holdings...
03 Mar
03 Mar
Fund Research
Schroder UK Mid Cap
SCP targets unique exposures from the dynamic mid-cap index, which is arguably still cheap…
22 Mar
22 Mar
November 2022
Features
Baillie Gifford UK Growth Trust: long term growth opportunities in the UK
In this webinar, co-managers Iain McCombie and Milena Mileva discuss the key traits of their long-term investing philosophy...
04 Nov
04 Nov
Fund Research
Mercantile
MRC is trading on a potentially attractive discount despite a focussed, quality portfolio...
30 Nov
30 Nov
October 2022
Strategy
Money for nothing
Debt measured at fair value has had a positive impact on NAV returns for a number of investment trusts this year...
26 Oct
26 Oct
Strategy
The Buck stops where?
The US dollar has surged in 2022, but many are questioning whether this can be sustained...
12 Oct
12 Oct
Head to head
European equities: Oui ou non?
Our analysts go head to head on the prospects for investors looking to the continent for prospective investments...
05 Oct
05 Oct
Features
Why the best innovation is in our backyard
UK innovation has a part to play in ridding the world of some of its most stubborn problems, Milena Mileva, joint manager of Baillie Gifford UK Growth Trust, explains more...
28 Oct
28 Oct
September 2022
Features
Baillie Gifford UK Growth Trust - Manager Insights
In this short film, investment manager Iain McCombie discusses changes to the portfolio, the impact of inflation on growth stocks, and why there are grounds to be optimistic during periods of volatility...
23 Sep
23 Sep
Fund Research
JPMorgan MidCap
JMF has a powerful combination of performance drivers…
22 Sep
22 Sep
Fund Research
Keystone Positive Change
KPC is a stand out option for investors seeking to have a positive impact on the world in line with ESG concerns…
21 Sep
21 Sep