October 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/13148/homepage_choppy.jpg)
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
![](https://assets.trustintelligence.co.uk/hero/upload/13129/homepage_robot.jpg)
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
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/13110/homepage_tomatoes.jpg)
You say potato
Despite being in the same sector, investment trusts in the UK Equity Income sector could be more lowly correlated than you might think…
11 Oct
11 Oct
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/13094/homepage_gears.jpg)
To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
04 Oct
04 Oct
September 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/13055/homepage_Five_coats_guatemala.jpg)
Five questions about emerging markets
We track key developments in the diverse emerging markets universe…
20 Sep
20 Sep
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/13041/homepage_Stormtroopers.jpg)
Risk on, risk off
Capital preservation trusts are maintaining historically low equity levels, despite the rally seen so far in 2023…
14 Sep
14 Sep
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/13012/homepage_waltz.jpg)
You should be dancing…
North America should be a core part of any portfolio…
06 Sep
06 Sep
August 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12988/homepage_bon_jovi.jpg)
Halfway there…investing on a prayer
We provide an update on our picks for 2023 and see which analysts' prayers are being answered…
23 Aug
23 Aug
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12974/homepage_plunge.jpg)
Time to take the plunge
UK smaller companies have historically outperformed after every fall. Is this the moment to brave the uncertainty..?
16 Aug
16 Aug
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12967/homepage_the_clash.jpg)
Should I stay, or should I go?
Re-appraising the invitation to the bond party…
09 Aug
09 Aug
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12953/homepage_plane_crash.jpg)
Isn’t it ironic?
Alternatives: not equities, not bonds, but a bit of both...
02 Aug
02 Aug
July 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12905/homepage_tina.jpg)
Simply the Best
Investing in high quality companies was a successful strategy for many years, but has its time passed?
19 Jul
19 Jul
Strategy
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Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
12 Jul
12 Jul
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12676/homepage_wall_china.jpg)
Silk Road Strife
The Asian narrative has been dominated by the India vs China debate, but on which side of the line have investment trust managers fallen?
05 Jul
05 Jul
June 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12573/homepage_bear.jpg)
Bear in a China Shop
All the speakers at our emerging markets-focussed event last week see battered valuations in emerging markets – with the exception of the largest of them all – as a big opportunity…
29 Jun
29 Jun
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12408/homepage_colourful.jpg)
Ça plane pour moi
Some of the world's biggest companies are doing just fine in Europe, yet investors shun the region. Time for a rethink...
21 Jun
21 Jun
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12288/homepage_round.jpg)
Let's go round again?
Discounts have ballooned across the investment trust world, but our analysis shows we've been here before...
14 Jun
14 Jun
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/12047/homepage_freddie.jpg)
Under pressure
We identify the equity trusts which have delivered the best downside protection in recent years...
07 Jun
07 Jun
May 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11980/homepage_shopping.jpg)
Dazed and confused
Property discounts remain stubbornly wide. Why is that and what would make them start to narrow?
31 May
31 May
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11650/homepage_raider.jpg)
Treasure hunters
What can a corporate raider’s perspective tell us about private equity trusts..?
18 May
18 May
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11622/homepage_scales.jpg)
Tipping point
Battered growth strategies have staged a comeback recently, but what happens now?
11 May
11 May
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11562/homepage_tarot.jpg)
Alt-right or alt-wrong?
Infrastructure and renewables have moved from alternative to mainstream assets - what could be next..?
03 May
03 May
April 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11509/homepage_buds_in_snow.jpg)
Hope springs eternal
Far-fetched as it might seem, we imagine some scenarios where a UK government might actually do something useful – and the investment trusts that could benefit…
26 Apr
26 Apr
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11419/homepage_vidar-nordli-mathisen-Kuu5mmxkwW4-unsplash.jpg)
Are we nearly there yet?
We look at which trusts have done best year to date, and ask where there may be value…
19 Apr
19 Apr
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11391/homepage_will-van-wingerden-cZVthlrnlnQ-unsplash.jpg)
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11368/homepage_jurassic.jpg)
Fallen Kingdom?
Since the UK was described as a ‘Jurassic Park’ stock market, it has outperformed. Is this a new age for the stock market..?
06 Apr
06 Apr
March 2023
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11270/homepage_surfer.jpg)
Good vibrations
We identify some sectors with structural discounts we think could close over time…
22 Mar
22 Mar
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11221/homepage_carnival.jpg)
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Strategy
![](https://assets.trustintelligence.co.uk/hero/upload/11190/homepage_paolo-candelo-53B17GiIhTA-unsplash__1_.jpg)
The next supercycle
Our research suggests a structrual tailwind could support the prospects for commodities throughout the next decade...
08 Mar
08 Mar
Strategy
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The Devil’s in the demographics
China’s population is in decline - should it turn east or west for inspiration..?
02 Mar
02 Mar