September 2022
Strategy
American muscle
Beating US indices is a monumental task. We examine the closed- and open-ended North American sectors to see how they have fared…
07 Sep
07 Sep
Features
The importance of profit growth in a rising rate environment
US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions. Against this backdrop, company earnings are going to come under pressure. But not all companies are created equally and the managers of the JPMorgan American Investment Trust (JAM) believe they have the formula to identifying those stocks that could be the most resilient...
28 Sep
28 Sep
Features
Baillie Gifford US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, provides an update on recent performance and explains why the Trust continues to focus on fundamentals in uncertain times...
23 Sep
23 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC’s managers took advantage of falling markets, in a tough year for small caps…
29 Sep
29 Sep
News
Results analysis: Middlefield Canadian Income
MCT's wide discount may prove attractive to investors...
21 Sep
21 Sep
Fund Research
BlackRock Sustainable American Income
BRSA’s ESG-conscious approach to US value investing has generated positive near-term returns despite the market rout…
22 Sep
22 Sep
May 2022
Features
Canadian stocks have a lot of tailwinds in their favour
Trusts like MCT may benefit from rising prices and an economic bounce back…
27 May
27 May
Features
Time to reappraise the ‘value’ approach?
After a tough decade, the environment for the value approach is improving, says Lisa Yang, Co-Manager of the BlackRock Sustainable American Income Trust plc. Is it time for investors to take note?
13 May
13 May
Fund Research
Middlefield Canadian Income
MCT allows investors to access a high-yielding market prospering from high commodity prices at an attractive discount…
12 May
12 May
April 2022
Strategy
Finding value in a haystack
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
27 Apr
27 Apr
Blog
O Canada
The North American market may act as a safe haven for investors in the near future…
29 Apr
29 Apr
Features
Baillie Gifford US Growth Trust: The long view
The US is home to fast-growing, disruptive and culturally unique companies. Watch this recent webinar recording to hear from fund managers Gary Robinson and Kirsty Gibson as they discuss growth investing in the US and the businesses that are driving structural change across sectors worldwide...
29 Apr
29 Apr
Features
Surviving the stress test
JPMorgan American has delivered the goods during a wild couple of years…
22 Apr
22 Apr
March 2022
Replay
Slides and Audio: BlackRock Sustainable American Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 Mar
Head to head
You say tomato…
Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach...
30 Mar
30 Mar
December 2021
Strategy
We are the (ESG) champions
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
08 Dec
08 Dec
Features
A winning combination
How the JPMorgan American team is delivering strong returns with both growth and value stocks…
24 Dec
24 Dec
Fund Research
BlackRock Sustainable American Income
BRSA’s new sustainable approach to US value investing represents a highly distinct strategy…
15 Dec
15 Dec
November 2021
Strategy
Holding back the tears
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…
24 Nov
24 Nov
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
October 2021
Strategy
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
20 Oct
20 Oct
Features
Baillie Gifford US Growth Trust – Manager Insights
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...
01 Oct
01 Oct
Fund Research
JPMorgan American
JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…
06 Oct
06 Oct
July 2021
Opinion
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
28 Jul
28 Jul
Fund Research
BlackRock Sustainable American Income
Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….
20 Jul
20 Jul