May 2024
Strategy
Why'd you have to go and make things so complicated?
European growth may be more complicated, and positive, than we suspected...
15 May
15 May
Strategy
The doctor will see you now
Taking the pulse of the listed private equity sector…
08 May
08 May
Strategy
From riches to rags to riches, is this time really different for Japan?
Japan’s decade-long corporate governance push is finally leading to significant improvements to underlying Japanese businesses…
01 May
01 May
Trust Issues
The opportunity in UK small-caps with Rockwood Strategic manager Richard Staveley - Podcast: Trust Issues #30
We discuss opportunities for investors in the UK small-cap sector with RKW manager Richard Staveley...
17 May
17 May
Blog
Foot on the brakes
The US will struggle to stop China…
17 May
17 May
Blog
O' fickle fortune!
The Magnificent Seven have replaced the FAANGS as the darlings of the stock market, but we think it pays to bear in mind how quickly things can change…
10 May
10 May
Podcast
Thomas McMahon speaks on the Money Makers podcast
Thomas McMahon, Head of Investment Companies Research, appears on the Money Makers podcast to discuss three current themes in the investment trust sector: BCPT and commercial property, ASIT and split-level trusts, and the UK micro-cap sector...
07 May
07 May
Blog
A new megalo-dawn
Why the FTSE 100 is ready to shake off its shackles…
03 May
03 May
Features
Stock spotlight: United Rentals
United Rentals is the largest equipment rental and management company in the world, with operations in 1,500 locations across North America, Europe, Australia, and New Zealand, serving customers across construction and industrial sectors..
17 May
17 May
Features
Finding high-calibre growth companies in emerging markets
From TSMC to Reliance Industries – why is this a promising time to invest in world-class emerging markets firms? Will Sutcliffe, head of Baillie Gifford’s Emerging Markets Equities Team, explains...
17 May
17 May
Features
BlackRock Smaller Companies Trust plc: A Look Ahead for 2024
Investors have been waiting for green shoots from UK smaller companies for much of the past two years. Rising interest rates, higher inflation and economic uncertainty have conspired to suppress any revival. The sector has been through the deepest and longest period of underperformance in over 40 years...
17 May
17 May
Features
Crouching tiger, not so hidden dragon
SDP is well-positioned to benefit from the compelling growth story in Asia…
14 May
14 May
Features
Playing the long game
Why BASC is well-positioned for the turning point in US small-caps…
14 May
14 May
Features
Dalton Investments: Japan Update
Dalton's Jamie Rosenwald provides an update on Japan, focusing on the status of recent corporate reforms, revisions to the NISA and the potential normalisation of monetary policy...
10 May
10 May
Features
Baillie Gifford US Growth Trust Webinar
In this recent webinar, investment manager Kirsty Gibson shares insights on identifying and investing in America's exceptional growth businesses, both public and private...
10 May
10 May
Features
BlackRock Greater Europe Investment Trust: A Look Ahead for 2024
Stefan Gries, manager of the BlackRock Greater Europe Investment Trust gives his perspective on the year ahead...
10 May
10 May
Features
Winds of change
Why Schroder Japan is well-positioned to exploit valuation opportunities in an attractive and under-researched market…
08 May
08 May
Features
Scottish Mortgage Investor Webinar: your questions answered
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them by shareholders in this recent webinar...
03 May
03 May
Features
SAINTS: Manager Insights
Investment manager James Dow discusses SAINTS’ journey to 50 years of dividend growth, recent portfolio adjustments, and a positive outlook despite economic uncertainties...
03 May
03 May
News
Results analysis: BlackRock Smaller Companies
BRSC has outperformed the index in a challenging period…
15 May
15 May
News
Results analysis: International Biotechnology Trust
IBT continues to deliver outperformance, now as part of Schroders...
08 May
08 May
News
Flash Update: Greencoat UK Wind
UKW’s first quarter update shows the trust is well-placed for continued growth…
01 May
01 May
Fund Research
Barings Emerging EMEA Opportunities
BEMO has had a strong year, and offers multiple layers of value…
16 May
16 May
Fund Research
Fidelity Special Values
FSV’s wide discount doesn’t reflect strong recent performance…
15 May
15 May
Fund Research
Mid Wynd International
MWY’s new management team takes the reins; hoping to replicate a strong long-term track record…
10 May
10 May
Fund Research
CT Private Equity
CTPE’s portfolio represents a tangibly different opportunity…
08 May
08 May
Fund Research
Fidelity European Trust
FEV, impressive capital and dividend growth over many years...
07 May
07 May
Fund Research
Murray Income
MUT continues its impressive streak of consecutive dividend increases hitting half a century in 2023…
03 May
03 May
April 2024
News
Results analysis: Vietnam Enterprise Investments
VEIL delivers strong results in a rebound year…
30 Apr
30 Apr
News
Results analysis: Schroder Income Growth
SCF’s Sue Noffke has increasingly found opportunities in the out-of-favour small and mid-cap space amidst attractive valuations…
29 Apr
29 Apr
Fund Research
BlackRock Smaller Companies
A focus on fundamentals may act as a catalyst for BRSC to bounce back…
30 Apr
30 Apr