How the JPMorgan American team is delivering strong returns with both growth and value stocks…

BRSA’s new sustainable approach to US value investing represents a highly distinct strategy…

Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…

While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…

Judging whether the US market is expensive is not as easy as many make it out to be…

With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…

Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?

JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…

The ways we work, play, study, shop and seek healthcare have changed during the pandemic, prompting new investments by the Baillie Gifford US Growth Trust, as co-manager Kirsty Gibson details...

Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...

Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….

Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…

The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...

Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and ou...

Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…

JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…

The global economy is slowly recovering from the havoc wrought by COVID-19. Market leadership is changing and there is greater clarity on the future. Tony DeSpirito, Co-Manager of the BlackRock Nor...

With a strong start to the year, BRNA has a number of catalysts to drive performance in 2021 and an attractive yield of 4.7%...

BRNA offers a disciplined US value opportunity with superior income attributes…

Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…

We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...

A festive collection of forecasts, theories, and other harmless fictions from our analysts...

The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…

View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...

In what has been a challenging year for investors, the benefits of JAM’s new approach are coming to the fore…

In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…

Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer...

BRNA offers a 5% yield from a portfolio of high quality US companies…

While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...

As investors reflect on the damage inflicted by the coronavirus outbreak on their portfolios in recent weeks, they may be looking for a way to build in greater resilience. However, traditional defe...