October 2024
Events
Global equities in a year of change
Watch and download the presentations from this week's event...
13 Oct
13 Oct
Features
Baillie Gifford US Growth Trust: Manager Insights
Investment manager Gary Robinson shares insights on the trust's performance, strategic shifts towards growth and the impact of generative AI on the portfolio...
25 Oct
25 Oct
Features
Investing in US markets: Why AI isn't the only source of growth
Investors have narrowly focused on a single growth theme in US markets: AI. In reality, the US has many pockets of structural growth, which can bring opportunities for those investing in North American equities. Demographic shifts and innovation are supporting the healthcare sector, for example, while supply chain changes are supporting a range of industrial companies. Decarbonisation is an important source of growth. There are also clear opportunities in AI beyond the narrow range of infrastructure companies that have led the pack to date...
04 Oct
04 Oct
Fund Research
Middlefield Canadian Income
MCT offers a high dividend yield from Canadian equities…
22 Oct
22 Oct
June 2024
Video
Talking Trusts: Interview with Dean Orrico, manager of Middlefield Canadian Income
We talk about the opportunity for investors in Canada with MCT...
18 Jun
18 Jun
Features
BlackRock Sustainable American Income Trust plc: A Look Ahead for 2024
As investors look ahead to 2024, they still need to decide whether to take the risk in equity markets, or keep their savings in cash. Cash rates remain high for the time being, and there are a range of factors that could create market volatility in the year ahead. Nevertheless, while the future is uncertain, there are a number of reasons to hold faith in the markets for long term income and capital growth...
14 Jun
14 Jun
May 2024
Trust Issues
Investing in US small-caps with BASC manager Christopher Berrier - Podcast: Trust Issues #31
We discuss opportunities for investors in the US small-cap sector with BASC manager Christopher Berrier...
20 May
20 May
Features
Baillie Gifford US Growth Trust Webinar
In this recent webinar, investment manager Kirsty Gibson shares insights on identifying and investing in America's exceptional growth businesses, both public and private...
10 May
10 May
April 2024
Features
Canadian dispersion
A normalisation of returns across North American equities may prove supportive of MCT…
19 Apr
19 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
03 Apr
03 Apr
February 2024
Strategy
Bring some yin-yang into your portfolio in 2024
Inherent contradictions within portfolios can give them stability in a polarised world...
01 Feb
01 Feb
News
Results analysis: BlackRock Sustainable American Income
BRSA's reference index, the Russell 1000 Value Index, is at an historical low in valuation terms...
08 Feb
08 Feb
August 2023
Trust Issues
Canada: lower valuations and attractive growth - Podcast: Trust Issues #21
We speak to MCT Manager Dean Orrico about the prospects for the equity income trust...
17 Aug
17 Aug
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
22 Aug
22 Aug
July 2023
Blog
It’s Déjà vu all over again
US stocks continue to trade at high valuations. Is that warranted and are there other options for investors looking to get exposure to the world’s largest economy?
28 Jul
28 Jul
Fund Research
JPMorgan American
JAM’s outperformance puts it in the spotlight as a low-cost, core option for US equities…
06 Jul
06 Jul
May 2023
Events
Five alternatives for income investors
Watch the presentations from our event focused on trusts delivering income via a diverse range of strategies…
24 May
24 May
Features
The year ahead in US stock markets
Markets may have seen a short-lived rally in the latter part of 2022, but with tough economic conditions ahead, it is important to focus on those companies that can sustain their earnings, says Lisa Yang, manager of the BlackRock Sustainable American Income trust plc...
19 May
19 May
Features
Reflections on five years of the Baillie Gifford US Growth Trust
In this webinar recording, Gary Robinson, manager of the Baillie Gifford US Growth Trust, discusses recent performance, why they remain excited about their private company holdings and whether the long-term investment outlook has changed...
12 May
12 May
April 2023
Fund Research
BlackRock Sustainable American Income
BRSA: with a repeat of the last ten years of stock market behaviour seemingly unlikely, could value and sustainability come to the fore..?
20 Apr
20 Apr
News
Results analysis: Middlefield Canadian Income
MCT saw positive share price returns in 2022 despite a tough macro environment…
17 Apr
17 Apr