March 2023
Features
Keystone Investment Trust - Manager Insights
Baillie Gifford’s Kate Fox, co-manager of the Keystone Positive Change Investment Trust, explains the trust’s objectives, gives an update on the portfolio and discusses the outlook for company holdings...
03 Mar
03 Mar
News
Results analysis: Alliance Trust
ATST’s 2022 full-year results illustrate that its unique approach to portfolio allocation is paying off…
09 Mar
09 Mar
February 2023
Features
Zipline - drones taking flight to save lives
What’s the closest thing to transportation? And how does it save lives? Zipline’s co-founder Keller Rinaudo Cliffton tells Scottish Mortgage manager Tom Slater...
17 Feb
17 Feb
Fund Research
Mid Wynd International
The flexibility of the managers continues to provide a resilient, core global equity solution for long-term investors…
07 Feb
07 Feb
January 2023
Blog
What cost of living crisis?
While rising costs hit the confidence of most consumers, the luxury market flourished in 2022. We examine the potential and pitfalls in the sector defying the odds…
27 Jan
27 Jan
Fund Research
Brunner
BUT’s wider-than-average discount may present a buying opportunity, given its long-term consistent performance…
25 Jan
25 Jan
December 2022
Strategy
Reasons to be cheerful
We find reasons to be cheery this Christmas in the long-term trends which are going to transform society and generate returns…
21 Dec
21 Dec
Features
Scottish Mortgage Investment Trust: Manager Update
Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook...
09 Dec
09 Dec
Features
A global equity bounce back?
There are some positive early signs for ATST’s managers…
02 Dec
02 Dec
Fund Research
Witan
Short-term challenges do nothing to dim the long-term prospects for Witan…
30 Dec
30 Dec
November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Events
Light at the end of the tunnel
Our speakers struck an optimistic note this week as we considered the prospects for investors at the end of a difficult year…
10 Nov
10 Nov
Replay
Slides and Audio: Brunner
Download the presentation and listen to the audio from our webinar from 8 November...
10 Nov
10 Nov
Replay
Slides and Audio: Martin Currie Global Portfolio
Download the presentation and listen to the audio from our webinar from 4 November...
07 Nov
07 Nov
Features
Scottish Mortgage stock stories: Redwood Materials
The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth investing in...
25 Nov
25 Nov
Features
Scottish Mortgage Investment Trust: Museum of Progress
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns explain more...
11 Nov
11 Nov
Features
For Monks Investment Trust, diversity beats adversity
Having a varied portfolio, with holdings from software companies to renewable energy specialists, helps navigate volatility according to Spencer Adair, manager of Monks Investment Trust...
11 Nov
11 Nov
October 2022
Strategy
Money for nothing
Debt measured at fair value has had a positive impact on NAV returns for a number of investment trusts this year...
26 Oct
26 Oct
Replay
Slides and Audio: Alliance Trust
Download the presentation and listen to the audio from our 'What next for global equities?' webinar from 29 September...
03 Oct
03 Oct
Fund Research
Scottish Mortgage
SMT’s discount may prove attractive for a long-term investor willing to accept the ups and downs of a high growth strategy…
18 Oct
18 Oct
September 2022
Features
Monks Investment Trust: Manager Insights
Investment specialist Jon Henry discusses changes to the portfolio, the impact of inflation on recent performance and how market volatility can lead to positive outcomes for active stock pickers...
02 Sep
02 Sep
Features
Fewer stocks, more diversification
Alliance Trust has protected shareholders from losses in a tough year for investors…
01 Sep
01 Sep
Fund Research
F&C Investment Trust
FCIT has provided consistent performance in an uncertain market environment…
27 Sep
27 Sep
Fund Research
Keystone Positive Change
KPC is a stand out option for investors seeking to have a positive impact on the world in line with ESG concerns…
21 Sep
21 Sep
August 2022
Strategy
The world for sale
While investment trusts are lagging their open-ended cousins in the global sector, their discounts may provide an attractive entry point...
17 Aug
17 Aug
Events
Growth at an unreasonable price
Growth has taken a beating as inflation fears have soared, but the tide may be turning and we have six speakers at our next event ready to tell us why…
31 Aug
31 Aug
Fund Research
Mid Wynd International
MWY’s flexible approach has proven relatively resilient compared to its global equity focused peers…
31 Aug
31 Aug
Fund Research
Witan
WTAN’s differentiated approach remains attractive despite short term performance challenges…
03 Aug
03 Aug
July 2022
Features
Scottish Mortgage Investment Trust: Manager Insights
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that Scottish Mortgage sticks to its investment philosophy...
22 Jul
22 Jul
News
Results analysis: Alliance Trust
ATST’s half year results have demonstrated the benefits of its highly diversified approach to active management…
28 Jul
28 Jul