July 2022
Strategy
Ready player one
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
13 Jul
13 Jul
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
June 2022
Features
Baillie Gifford Monks Investment Trust: Growth investing in a changing world
In this recent webinar, manager of the Monks Investment Trust, Spencer Adair, outlines how the trust seeks to harness growth in an ever-changing world...
17 Jun
17 Jun
Features
The digital classroom
Technology is making education more accessible and relevant. Thaiha Nguyen, an investment manager with Keystone Positive Change Investment Trust and the Baillie Gifford Positive Change Fund, explores the companies changing the way we learn...
10 Jun
10 Jun
May 2022
Strategy
Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
18 May
18 May
Guides
Hand it over to the professionals
Multi-manager trusts let ordinary people leave the hard work of asset allocation, portfolio construction and ongoing active management to expert investors…
27 May
27 May
Features
Future impact
What does the next decade have in store for impact investing? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, tell Iona Bain about four big areas that could solve some of the world’s toughest challenges...
06 May
06 May
Features
Casting the net wider
Growth stocks are becoming more diverse, meaning stock-pickers need to embrace the unfamiliar, Spencer Adair, manager of The Monks Investment Trust, tells Ian McGugan...
06 May
06 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
Go with the flow
MWY has responded well to changing markets…
11 Apr
11 Apr
Features
Edinburgh Worldwide Investment Trust: Growth companies shaping our tomorrow
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent uniquely differentiated and scalable technology-led opportunities over the coming decade and beyond...
29 Apr
29 Apr
Features
Buying into private companies
Businesses are staying private for longer, creating more opportunities to invest in the likes of SpaceX, Epic Games and Stripe, which are yet to appear on stock markets. Peter Singlehurst, head of Baillie Gifford’s Private Companies Team, explains why...
22 Apr
22 Apr
Features
Scottish Mortgage - The Power of People
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future...
08 Apr
08 Apr
Fund Research
Martin Currie Global Portfolio
MNP’s exposure to strong secular growth may make it an attractive long-term opportunity…
13 Apr
13 Apr
Fund Research
AVI Global
AGT trades on an attractively wide discount, despite its long-term outperformance and potential capacity to rebound...
07 Apr
07 Apr
March 2022
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 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
Features
In conversation with the Scottish Mortgage managers
In this recent webinar, Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team, the trust’s long-term prospects and take questions from a live audience...
25 Mar
25 Mar
Features
Do you have to sacrifice income for growth?
Brunner proves that investors don’t have to make a binary choice between the two…
15 Mar
15 Mar
February 2022
Features
Scottish Mortgage: Long-term investing for transformative change
In this recent Scottish Mortgage Investment Trust webinar, deputy manager Lawrence Burns discussed growth stocks, volatility, and why the progress of Moore’s Law remains a positive for innovative companies...
11 Feb
11 Feb
Features
A healthy contribution
An aging planet and more spending on healthcare may put wind in the sails of Brunner’s portfolio…
10 Feb
10 Feb
Features
In safe hands
A decade long bull market and the seemingly unstoppable rise of tech stocks have made it easy to forget that good investing usually involves slow and steady gains…
02 Feb
02 Feb
News
Results analysis: Alliance Trust
ATST’s latest results indicate that despite stylistic headwinds it has still generated a competitive NAV return, and now trades on an attractive discount…
28 Feb
28 Feb
January 2022
Strategy
Apples and pears
We examine the relationship between the demand for open- and closed-ended funds, and ask whether investor behaviour can be predicted...
19 Jan
19 Jan
Features
A unique structure for dividend seekers
Alliance Trust is the only way ordinary UK private investors can get exposure to a select group of leading asset managers…
19 Jan
19 Jan
Features
Keystone Positive Change Investment Trust: Investing for Positive Change
In this webinar recording, Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses impact investing and shares her enthusiasm for exploring areas and companies where profit complements purpose...
14 Jan
14 Jan
Fund Research
Mid Wynd International
MWY may be an opportunity for more cautious investors to gain exposure to global equity markets…
05 Jan
05 Jan
December 2021
Strategy
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
30 Dec
30 Dec
Strategy
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
22 Dec
22 Dec
Fund Research
Alliance Trust
ATST offers investors a ‘core’ equity exposure, utilising seldom-found managers and having recently upgraded its dividend…
21 Dec
21 Dec