January 2025
Strategy

Any given Sunday
We ask if the stars are aligning for US small-caps…
15 Jan
15 Jan
Opinion

Avoiding the news in investment trust land isn’t an option right now
Minority shareholders should not be allowed to dictate to the majority...
17 Jan
17 Jan
Features

Apathy = victory for Saba
The US hedge fund's focus on trusts heavily owned by private investors is a strategic imperative, in our view...
22 Jan
22 Jan
November 2024
Strategy

Big wheels keep on turnin’
The US election throws up several investment ideas from the mainstream to the more idiosyncratic...
20 Nov
20 Nov
Strategy

Going toe to toe
What really happens when you compare investment trusts and OEICs with near identical mandates?
13 Nov
13 Nov
Trust issues

Trust Issues: investing in US small-caps with BASC manager Christopher Berrier
We discuss the opportunities in the US small-cap sector with Brown Advisory US Smaller Companies, Christopher Berrier...
28 Nov
28 Nov
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