November 2023
Strategy
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Back to basics
Higher rates mean re-visiting portfolio construction...
01 Nov
01 Nov
Features
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European Growth Investing: time to go bargain hunting?
In this webinar recording Stephen Paice, co-manager of the Baillie Gifford European Growth Trust, shares where opportunities lie and what trends he sees driving value creation over the next five years and beyond...
03 Nov
03 Nov
Features
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The inflation reduction act: one year on
The US’s vast climate change legislation programme is a year old. The team managing the BlackRock Sustainable American Income Trust says the Act is driving innovation in new transition technologies...
03 Nov
03 Nov
November 2023
Discounted opportunities in a tough market
Join us online to hear from seven fund managers discussing trusts trading on discounts…
4 Sessions
5 Speakers
Starting 13th November 2023
Starting 13th November 2023
Session
Schroders Capital Global Innovation
Recorded
16 Nov 2023
Recorded
16 Nov 2023
Session
Balanced Commercial Property and UK Commercial Property REIT
Recorded
14 Nov 2023
Recorded
14 Nov 2023
Session
Henderson Opportunities and Invesco Perpetual UK Smaller Companies
Recorded
17 Dec 2023
Recorded
17 Dec 2023
Session
Martin Currie Global Portfolio and Henderson European Focus Trust
Recorded
13 Nov 2023
Recorded
13 Nov 2023
October 2023
Strategy
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We’re going to need a bigger boat…
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
Strategy
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Computer says no
Markets are fixated on replacing humans with AI, rather than maintaining them with biotech. Could this be an opportunity to rotate profits?
18 Oct
18 Oct
Market insight
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Everything is connected
Brown Advisory US Smaller Companies’ manager identifies why one European mega-cap’s success may be leading to over-pessimism in some US small caps…
30 Oct
30 Oct
Features
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Microsoft reloaded: how Satya Nadella revitalised the tech titan
Satya Nadella has restored the Windows maker’s sparkle. Malcolm MacColl, deputy manager of The Monks Investment Trust, tells Leo Kelion how the far-sighted chief executive turned the tech titan around...
27 Oct
27 Oct
Features
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China: challenges and opportunities
In this webinar recording, Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, provides insight into the potential investment opportunities in China and reflects on some of the recent challenges...
27 Oct
27 Oct
Features
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Votes and valuations: could political events further strengthen the case for UK equities?
UK markets have struggled to attract investors ever since the vote for Brexit. Exploring the political and economic realities of today and possibilities of the near future, we explain why we believe the negative sentiment surrounding UK equities no longer stands up to scrutiny...
20 Oct
20 Oct
Features
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Scottish Mortgage: What are the myths of private company investing?
Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view of what it is...
20 Oct
20 Oct
Features
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Baillie Gifford US Growth Trust manager insights
Private companies are some of the most important forces behind future progress. Kirsty Gibson, investment manager, celebrates the rise of private companies in this portfolio update at the US Growth Trust’s fifth anniversary...
13 Oct
13 Oct
Features
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Baillie Gifford UK Growth Trust manager insights
Investment manager Milena Mileva shares an annual update on the portfolio, reflecting on the market environment, performance and turnover, and opportunities for holdings...
13 Oct
13 Oct
News
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Flash update: Greencoat UK Wind
UKW’s board appears bullish, with an inflation beating dividend and £100m buyback announced…
31 Oct
31 Oct
News
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Results analysis: Schroder BSC Social Impact
SBSI’s NAV has remained resilient, and improved income generation has allowed the board to raise dividend guidance…
30 Oct
30 Oct
News
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Results analysis: Schroder Income Growth
SCF has a strong track record in delivering both income and capital growth over the long-term…
27 Oct
27 Oct
Fund Research
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Alliance Trust
ATST’s core equity strategy continues to deliver in an uncertain environment…
26 Oct
26 Oct
Fund Research
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Edinburgh Investment Trust
EDIN has delivered strong outperformance in its first three years under a new manager…
25 Oct
25 Oct
Fund Research
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Vietnam Enterprise Investments
Significant political developments may be about to give Vietnamese equities a big boost...
25 Oct
25 Oct
Fund Research
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Lindsell Train
LTI is trading at a historically wide discount…
24 Oct
24 Oct
Fund Research
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CT UK High Income
CHI offers an attractive yield and a unique strategy that could complement a traditional UK equity income portfolio…
23 Oct
23 Oct
Fund Research
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ICG Enterprise
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
19 Oct
19 Oct
October 2023
The Best of BlackRock - Series One
Join us online for exclusive access to five leading BlackRock fund managers…
5 Sessions
5 Speakers
30th October 2023
30th October 2023
Session
BlackRock Sustainable American Income
Recorded
31 Oct 2023
Recorded
31 Oct 2023