March 2024
Strategy
Roller coaster ride
Thematic funds have seen significant outflows over the past two years…
13 Mar
13 Mar
Strategy
Gimme shelter
Growth opportunities to re-invest those magnificent profits into...
06 Mar
06 Mar
News
Results analysis: Octopus Renewables Infrastructure
ORIT delivers another year of dividend increases in line with CPI, as well portfolio sales above valuation, demonstrating the validity of the net asset value. But against a weak macro background the discount has widened to over 30%...
28 Mar
28 Mar
News
Flash update: Henderson European Focus (HEFT) and Henderson EuroTrust (HNE) proposed merger
What are the benefits of the Proposed merger of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE)?
26 Mar
26 Mar
January 2024
Blog
Finding your Eurovision
As one of the top-performing sectors, why does Europe remain strangely out of favour with UK investors?
19 Jan
19 Jan
Features
Baillie Gifford European Growth Trust: manager insights
Investment manager Chris Davies discusses performance, portfolio positioning and why the Trust continues to seek fast-growing companies that prioritise long-term growth over near-term profits. He also explains why the allocation to private companies is an important point of differentiation for the Trust...
26 Jan
26 Jan
Fund Research
European Opportunities Trust
EOT's portfolio of leading global companies, as well as the discount to NAV, offer strong recovery potential...
17 Jan
17 Jan
November 2023
Features
European Growth Investing: time to go bargain hunting?
In this webinar recording Stephen Paice, co-manager of the Baillie Gifford European Growth Trust, shares where opportunities lie and what trends he sees driving value creation over the next five years and beyond...
03 Nov
03 Nov
News
Results analysis: BlackRock Greater Europe
BRGE was the top-performing European trust during its most recent financial year...
08 Nov
08 Nov
Fund Research
BlackRock Greater Europe
BRGE has an outstanding long-term record…
10 Nov
10 Nov
June 2023
Strategy
Ça plane pour moi
Some of the world's biggest companies are doing just fine in Europe, yet investors shun the region. Time for a rethink...
21 Jun
21 Jun
Strategy
Let's go round again?
Discounts have ballooned across the investment trust world, but our analysis shows we've been here before...
14 Jun
14 Jun
Features
Baillie Gifford: what investors get wrong about Europe
Chris Davies, joint manager of the Baillie Gifford European Growth Trust, gives three examples of European companies that show there is no shortage of ambition and disruption in Europe...
16 Jun
16 Jun
Fund Research
Henderson European Focus Trust
HEFT: pragmatic decision-making has led to good performance in a variety of market conditions…
21 Jun
21 Jun
March 2023
Strategy
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Blog
A feast for your ISAs – the second course
Dividends, UK small caps, energy and more…
17 Mar
17 Mar
February 2023
Features
A brighter 2023 for European equities
Companies on the continent may have reason to feel cautiously optimistic…
17 Feb
17 Feb
Features
Baillie Gifford European Growth Trust - Manager Insights
Investment manager Stephen Paice explains the European Growth Trust’s objectives, with an update on the portfolio as well as reflections on recent events and reasons for optimism...
17 Feb
17 Feb
Fund Research
JPMorgan European Growth & Income
JEGI is a core European equity trust designed for all weathers…
28 Feb
28 Feb
Fund Research
BlackRock Greater Europe
BRGE offers exposure to high quality companies in a region currently unloved by investors, and a recovery could surprise on the upside...
07 Feb
07 Feb
December 2022
News
Results analysis: Henderson European Focus Trust
HEFT’s valuation sensitivity and strategic flexibility look well suited for a troubled economic period…
08 Dec
08 Dec
Fund Research
Baillie Gifford European Growth
BGEU is a high-risk, high-potential return strategy looking cheap on a portfolio and share price level…
15 Dec
15 Dec
November 2022
Features
Finding reasons to be cheerful in European equities
2022 has been grim for investors in European equities. The economic environment remains challenging, but, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc, there are some reasons to be more optimistic...
25 Nov
25 Nov
News
Results analysis: JPMorgan European Growth & Income
JEGI’s new structure offers an attractive combination of income and growth potential…
29 Nov
29 Nov
Fund Research
European Opportunities Trust
A sustainable growth portfolio for more uncertain times...
16 Nov
16 Nov