April 2017
Strategy
The quest for income and growth
BlackRock’s Mark Wharrier discusses how he selects companies with the ability to overcome the dual challenges of growing a portfolio and enjoying sustainable income in the current environment...
20 Apr
20 Apr
Strategy
Getting active...
David Thomas, chief executive at Seneca IM, highlights the benefits of active management and why the team at Seneca Global Income & Growth have a very distinctive value style...
04 Apr
04 Apr
Strategy
VIDEO: Meet the managers...
Invesco Perpetual's Mark Barnett and four of his fellow managers discuss their approach to managing money, and their market outlook...
04 Apr
04 Apr
March 2017
Strategy
Video: James Goldstone
James Goldstone, UK Equities Fund Manager at Invesco Perpetual, outlines his approach...
31 Mar
31 Mar
Strategy
Good things come in small packages...
Mike Prentis, BlackRock’s portfolio manager for smaller companies, explains his rationale for picking companies...
29 Mar
29 Mar
Strategy
Having your cake and eating it too?
We look into the new fad of trusts paying their dividends out of capital and analyse whether or not it really is a sustainable strategy...
16 Mar
16 Mar
Strategy
Never mind the ballots
Despite political uncertainty in Europe, the continent remains home to some of the world's strongest brands and companies...
15 Mar
15 Mar
February 2017
Strategy
Into the wilderness...
In this detailed study of the global equity sectors, we analyse how managers are positioned in a world of high valuations and seismic political changes...
22 Feb
22 Feb
Fund Research
Securities Trust of Scotland
A global equity income fund with an experienced management team and a focus on dividend growth...
21 Feb
21 Feb
Fund Research
Invesco Select: Global Equity Income
A global equity income offering with an experienced management team and an active discount control policy...
09 Feb
09 Feb
January 2017
Strategy
Frontier markets can give you the edge…
Gordon Fraser, portfolio manager for frontier markets at BlackRock, highlights everything investors need to know about high growth frontier markets...
25 Jan
25 Jan
Strategy
Confidence returns to commodities
Tom Holl, co-manager of BlackRock’s Commodities Income Investment Trust, discusses the future for this diverse sector...
06 Jan
06 Jan
December 2016
Strategy
Salvation for Latin America?
BlackRock’s portfolio manager for Latin America, Will Landers, assesses the region’s potential for growth....
19 Dec
19 Dec
Strategy
Video: City Merchants High Yield Trust Limited
Rhys Davies discusses high yield bond opportunities, looking at what has been driving performance, alongside his approach and outlook.
07 Dec
07 Dec
Strategy
Video: Invesco Perpetual Select Trust Global Equity Income Share Portfolio
Nick Mustoe shares his thoughts on the Global Equity Income Share Portfolio of the investment trust, and gives his views on the regions and sectors he currently favours.
06 Dec
06 Dec
Strategy
Video: Invesco Perpetual Enhanced Income Limited
In his latest video, Rhys Davies discusses opportunities found in 2016 for the investment company, as well as giving his outlook for the coming months.
05 Dec
05 Dec
November 2016
Strategy
Hunting for growth in a dysfunctional market...
Monks Investment Trust's Charles Plowden, Malcolm MacColl and Spencer Adair explain their approach...
17 Nov
17 Nov
Strategy
Analysis: The mounting threat to equity income trusts' dividends...
With fears over potential dividend cuts across the UK mounting, we analyse how safe UK equity income's dividends really are...
11 Nov
11 Nov
September 2016
Strategy
Video: UK equities investment trusts update
John Richards, product director, UK equities, discusses the implications of the UK's referendum on membership of the European Union
10 Sep
10 Sep
Strategy
Video: Invesco Income Growth Trust
Fund manager Ciaraon Mallon discusses the portfolio and his approach to asset allocation...
09 Sep
09 Sep
Strategy
Video: Invesco Asia Trust
In this video Invesco Perpetual's Ian Hargreaves provides an economic outlook, and explains his approach to managing the portfolio...
06 Sep
06 Sep
May 2016
Strategy
Video: Ciaran Mallon
The Invesco Income Growth Trust manager explains his current portfolio positioning...
23 May
23 May
Strategy
Mark Barnett: Two distinct routes to a sustainable income
Contrasting portfolio construction of The Edinburgh Investment Trust plc and Perpetual Income and Growth Investment Trust plc offers choice to income-seeking investors
05 May
05 May
Strategy
Video: Nick Mustoe
Invesco CIO Nick Mustoe explains his strategy on global equities...
03 May
03 May
March 2016
Strategy
Discounts in focus: AIC Global Equity Income
In our third edition of our discount in focus series, we analyse the AIC Global Equity Income sector and look at Murray International which currently trades at a much wider discount to its historic norm
22 Mar
22 Mar
Strategy
Discovering dependable income
Portfolio manager of SAINTS, Dominic Neary, gives his market outlook and portfolio positioning for 2016
07 Mar
07 Mar
February 2016
Strategy
Are we entering a new global recession?
Two leading investment strategists put the case for and against a hard landing for the global economy...
23 Feb
23 Feb
Strategy
View from the top: Jim Pettigrew
We meet the chairman of one of the UK's largest investment trusts...
11 Feb
11 Feb
Strategy
Sector report: What lies beneath
Amid growing unease over the security of dividends we highlight a number of equity income trusts for a harsh environment...
03 Feb
03 Feb