October 2023
Strategy
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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
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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
Market insight
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Get real
The prospect of attractive real returns seems to be ignored by the market…
04 Oct
04 Oct
Features
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Monks Investment Trust manager insights
Investment manager Malcolm MacColl discusses recent performance, portfolio positioning and how the team considers three earnings growth profiles in stock selection...
06 Oct
06 Oct
Features
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How Howdens won the trust of the trade
Discover how the kitchen supplier Howdens takes know-your-customer to a new level. Baillie Gifford UK Growth Trust’s Iain McCombie explains how the firm’s understanding of the ‘nuts and bolts’ makes the fittings business a great growth stock...
06 Oct
06 Oct
News
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Results analysis: Ashoka India Equity
AIE has continued to deliver strong performance for shareholders…
10 Oct
10 Oct
News
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Results analysis: Schroder Japan Trust
SJG has delivered outperformance of the Japanese markets for three consecutive years…
02 Oct
02 Oct
Fund Research
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Mid Wynd International
Introducing MWY’s new management team…
12 Oct
12 Oct
Fund Research
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Mobius Investment Trust
MMIT has been the top-performing emerging markets trust over its first five years…
12 Oct
12 Oct
Fund Research
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City of London
CTY is an attractive package, backed by 57 years of dividend increases…
11 Oct
11 Oct
Fund Research
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BlackRock Latin American
Managers’ ambition to take more active positions has so far paid off…
11 Oct
11 Oct
Fund Research
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BH Macro
BHMG’s proposition as a high-quality diversifier remains, yet it trades on a 11% discount to NAV…
05 Oct
05 Oct
Fund Research
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CC Japan Income & Growth
CCJI leads the performance tables in Japan over one, three and five years…
05 Oct
05 Oct
Fund Research
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Invesco Asia
IAT is a long-term outperformer on a significant discount…
04 Oct
04 Oct
Fund Research
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Shires Income
The upcoming proposed combination with ASCI could offer SHRS benefits of scale…
04 Oct
04 Oct
Fund Research
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Herald
HRI’s top holdings have outperformed, but the macroeconomic environment should remain a key consideration…
02 Oct
02 Oct
September 2023
Trust Issues
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A biotech bounce back? With IBT Manager Ailsa Craig - Podcast: Trust Issues #22
We talk the move to Schroders, managing risk, and reinvesting the proceeds of M&A activity...
28 Sep
28 Sep
Opinion
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Ohayō Japan!
Our analysts discuss what they think may be a new dawn for the Land of the Rising Sun...
27 Sep
27 Sep
Features
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Scottish Mortgage: What is private company investing? And how do we do it?
We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned and publicly-listed companies...
29 Sep
29 Sep
Features
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Opportunities in Asia ex Japan
In this webinar recording, Roderick Snell, manager of the Pacific Horizon Investment Trust, discusses why he believes Asia ex Japan will be one of the fastest growing regions over the coming decades and how he strives to be invested in its fastest growing companies...
22 Sep
22 Sep
News
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Results analysis: NB Private Equity Partners
NBPE’s private portfolio has contributed to the trust’s performance during the period, while its strong realisation pipeline continues to deliver…
29 Sep
29 Sep
Fund Research
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JPMorgan Global Growth & Income
JGGI has delivered consistently strong performance across multiple time periods…
29 Sep
29 Sep
Fund Research
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M&G Credit Income
MGCI offers an exceptional yield from a portfolio with low NAV volatility…
27 Sep
27 Sep
Fund Research
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Picton Property Income
PCTN’s covered dividend and strong reversionary potential should lead to dividend growth…
26 Sep
26 Sep
Fund Research
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AVI Global
AGT is trading at its widest ‘double discount’ since the great financial crisis…
26 Sep
26 Sep
Fund Research
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Schroder British Opportunities
SBO’s unique portfolio is gathering momentum and the discount remains compelling…
26 Sep
26 Sep
Fund Research
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Schroder BSC Social Impact
Recent activity has demonstrated the resilience of SBSI’s approach to impact investing…
26 Sep
26 Sep
Fund Research
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HgCapital
Private equity trust with narrow focus, but interims show portfolio’s underlying resilience...
22 Sep
22 Sep
Fund Research
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HarbourVest Global Private Equity
HVPE’s diversification plays to its long-term strengths…
21 Sep
21 Sep
News
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Results analysis: Octopus Renewables Infrastructure
ORIT’s widening discount belies the inexorable march of renewable energy and ORIT’s ability to continue to invest...
26 Sep
26 Sep
News
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Results analysis: Brown Advisory US Smaller Companies
BASC has outperformed its benchmark since Brown Advisory took the helm in 2021, but US smaller companies remain undervalued…
21 Sep
21 Sep
News
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Results analysis: Middlefield Canadian Income
MCT could benefit from an end to the rate hiking cycle…
20 Sep
20 Sep