April 2024
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
Strategy
Micro-managing
What opportunities exist in the smallest part of the UK market?
10 Apr
10 Apr
Strategy
Tall poppies
We highlight those trusts having to print new shares to keep up with demand…
03 Apr
03 Apr
Head to head
Is ESG finished?
Two of our analysts debate whether it’s time to give up on ESG…
24 Apr
24 Apr
Blog
(Don’t) forget the price tag
With the dollar rallying once again, investors ignore foreign currency movements at their peril…
19 Apr
19 Apr
Blog
Inflationary trends
A higher US CPI print is indicative of lurking inflationary trends...
12 Apr
12 Apr
Trust Issues
The opportunity in Japan, with CCJI's Richard Aston - Podcast: Trust Issues #28
We discuss policy changes, small and mid-caps, and Richard's approach to valuations...
09 Apr
09 Apr
Blog
Lying down
AI revenues don’t seem to match investment in chips…
05 Apr
05 Apr
Features
Canadian dispersion
A normalisation of returns across North American equities may prove supportive of MCT…
19 Apr
19 Apr
Features
Uncorrelated and ex-China
BRFI provides many of the features emerging market investors typically look for…
09 Apr
09 Apr
Features
Repurposing office real estate
Picton looks set to generate positive returns by repurposing some of its holdings…
09 Apr
09 Apr
Features
Edinburgh Worldwide Investment Trust’s vision on pioneering technologies
Discover how the Edinburgh Worldwide Investment Trust navigates the complexities of the modern investment landscape, embracing the challenges and opportunities presented by emerging technologies and market shifts...
05 Apr
05 Apr
Features
The Brandtech Group: masters of modern marketing
While every company is now clamouring to integrate AI into its offering, digital marketing agency The Brandtech Group has a nine-year head start. Founder and CEO David Jones tells Scottish Mortgage’s Lawrence Burns how he plans to stay ahead of the curve...
05 Apr
05 Apr
News
Results analysis: NB Private Equity Partners
Robust performance and a tightening discount bode well for NBPE…
25 Apr
25 Apr
News
Fidelity Emerging Markets update, with Chair Heather Manners
In this short update, we speak to Heather Manners, Chair of Fidelity Emerging Markets (FEML)....
19 Apr
19 Apr
News
Results analysis: BH Macro
BH Macro rebounds in H2 of 2023…
10 Apr
10 Apr
News
Results analysis: Schroder BSC Social Impact
SBSI has demonstrated good resilience, yet the discount has widened…
10 Apr
10 Apr
News
Results analysis: Schroders Capital Global Innovation
Recent corporate activity could indicate INOV’s new strategy is working…
05 Apr
05 Apr
News
Results analysis: BBGI Global Infrastructure
BBGI offers long term income and capital growth and, on the current wide discount, could be an interesting option for those seeking exposure to infrastructure assets…
03 Apr
03 Apr
Fund Research
Brunner
BUT has outperformed its composite benchmark for the fifth consecutive financial year…
24 Apr
24 Apr
Fund Research
Witan
Business as usual for WTAN’s executive team, while the board reviews investment management arrangements…
24 Apr
24 Apr
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets…
22 Apr
22 Apr
Fund Research
CC Japan Income & Growth
CCJI’s differentiated investment approach has led to sector-leading performance…
17 Apr
17 Apr
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers exposure to exciting growth companies in Japan…
17 Apr
17 Apr
Fund Research
Jupiter Green
JGC’s recovery is gathering momentum, but the discount has yet to react…
15 Apr
15 Apr
Fund Research
BlackRock World Mining
BRWM’s managers: we see all the classic signs of high commodity prices...
12 Apr
12 Apr
Fund Research
Schroder UK Mid Cap
Mid-caps have bounced back on the potential for rate cuts…
11 Apr
11 Apr
Fund Research
JPMorgan Asia Growth & Income
JAGI’s managers believe Asia is showing the green shoots of a recovery…
11 Apr
11 Apr
Fund Research
CT Global Managed Portfolio
Easing rates may act as a catalyst for CMPG’s and CMPI’s underlying holdings to re-rate…
09 Apr
09 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
News
Results analysis: Schroder Japan
SJG continues to outperform the TOPIX Index, buoyed by good stock selection and an in vogue ‘value’ style of investing…
19 Apr
19 Apr
News
SONG announcement on recommended cash offer
The board of Hipgnosis Songs Fund agrees sale of whole portfolio…
19 Apr
19 Apr