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
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
Five expert tips for choosing a fund manager
We asked the expert fund selectors at Willis Towers Watson what they look for when they’re trying to identify a winning fund…
08 Dec
08 Dec
Features
Managing money through a tumultuous cycle
A clear focus on stock selection has helped the team at Brunner navigate a tumultuous year for both value and growth investors…
01 Dec
01 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
Fund Research
F&C Investment Trust
FCIT’s broad-based approach to global equity investing has let it capitalise on current markets, being one of the sector’s best performers recently…
13 Dec
13 Dec
Fund Research
Witan
Witan continues to adapt to a changing investment environment...
08 Dec
08 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
Events
Fantastic growth funds (and where to find them)
We found them in India, Japan, frontier markets, healthcare and the global sector – and here they are…
10 Nov
10 Nov
Replay
Slides and Audio: Martin Currie Global Portfolio
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
10 Nov
10 Nov
Features
In good hands
Majedie Investments offers a potentially attractive solution for investors seeking a respite from the stresses of managing their own money in turbulent times…
17 Nov
17 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
Fund Research
AVI Global
AGT has generated some of the best YTD returns in its sector, but its portfolio still trades on a 36% double discount…
14 Oct
14 Oct
August 2021
Strategy
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
19 Aug
19 Aug
Features
Looks can be deceiving
Top-down portfolio characteristics can obscure the investment characteristics of a trust, particularly when it comes to multi-manager portfolios. Here, we examine how Alliance Trust maintains a high active share while still offering a diversified underlying portfolio…
24 Aug
24 Aug
Features
Embracing the Extraordinary - In conversation with Tom Slater
Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the areas in which he sees potential for exponential growth...
13 Aug
13 Aug
June 2021
Strategy
A better class of travel*
Sharing many features of a traditional family office, investment trusts offer ordinary investors a cost-effective solution to managing family wealth...
16 Jun
16 Jun
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
Features
Time for the stock pickers
As a decade of growth-led momentum gives way to a choppy value resurgence, the outlook for markets is uncertain. Stock pickers like the team behind Alliance Trust are poised for their moment in the sun…
10 Jun
10 Jun
Fund Research
Mid Wynd International
MWY's approach to sustainability adds significant robustness to process…
16 Jun
16 Jun
May 2021
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
Features
Charging the green revolution
The rapid rise of electric cars means companies such as Tesla and NIO need batteries. Lots of them. Tom Slater, joint manager of Scottish Mortgage Investment Trust, talks to Peter Carlsson, chief executive of Northvolt, about his determination to meet that demand without creating carbon.
28 May
28 May
Features
Quality growth, growing income, discounted price
A key advantage of the investment trust structure is the opportunity to buy well-regarded funds at discounted prices. Here, we explore one of them in depth…
25 May
25 May
Fund Research
Alliance Trust
ATST offers investors access to Willis Towers Watson’s exclusive multi-manager portfolio, which has generated strong returns over the last 12 months…
26 May
26 May