March 2024
Trust Issues
High yield UK stocks, with AEI Manager Thomas Moore – Podcast: Trust Issues #28
We talk managing value trap risks, opportunities in the UK, and the outlook for UK equities...
26 Mar
26 Mar
Market Insight
BoJ rate hike underlines that Japan has changed
Japan raising interest rates is a positive, but the real story is corporate governance reform…
25 Mar
25 Mar
Market Insight
IBT’s managers pass three-year milestone well ahead of peers
Ailsa Craig and Marek Poszepczynski have delivered strong outperformance of index and peers over three years…
18 Mar
18 Mar
Trust Issues
What's next for BlackRock Frontiers – Podcast: Trust Issues #27
We talk to KTI Research Manager Thomas McMahon about BRFI's performance, diversification benefits, friendshoring, and more...
13 Mar
13 Mar
Market Insight
A sentiment shifting statement?
Whilst light on detail, the announcement of a UK ISA is a step in the right direction…
11 Mar
11 Mar
Trust Issues
Asia small cap investing with AAS – Podcast: Trust Issues #26
We talk to Manager Gabriel Sacks about valutions, performance, and more...
07 Mar
07 Mar
Market Insight
Greencoat UK Wind: Discounting too much
Wholesale electricity prices are falling, but UKW’s dividend and buyback look secure…
04 Mar
04 Mar
February 2024
Video
Talking Trusts: An introduction to investing in biotech with International Biotechnology Trust
We talk about what IBT offers for investors looking for exposure to the biotech sector…
27 Feb
27 Feb
Trust Issues
Mergers, preference shares, and small caps – Podcast: Trust Issues #25
We speak to Shires Income's Iain Pyle about goings on at the trust and his outlook for the year...
27 Feb
27 Feb
Market Insight
Strong rental growth underlines the attractions of the right commercial properties
Even as property values fell again in Q4 2023, rental growth in 2023 was positive across all the main sectors of commercial property…
26 Feb
26 Feb
Video
Talking Trusts: Interview with Richard Staveley, fund manager of Rockwood Strategic
We talk about the attractive valuations in the UK small-cap sector, M&A activity and the outlook for the sector…
20 Feb
20 Feb
Market Insight
BlackRock Greater Europe and Martin Currie Global Portfolio may benefit from a change in China’s fortunes
Exposures to Europe’s luxury goods may offer a ‘safer’ exposure to a potential recovery in China…
19 Feb
19 Feb
Trust Issues
Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
14 Feb
14 Feb
Market Insight
Allianz Technology Trust offers a rare, discounted exposure to technology
ATT is trading at a 14.5% discount…
14 Feb
14 Feb
January 2024
Market Insight
Alliance Trust has delivered in an uncertain market environment
ATST has outperformed the MSCI ACWI over multiple periods…
29 Jan
29 Jan
Market Insight
The time is right
Uncertainty on interest rates, and volatility in bond markets is ideal territory for macro hedge funds…
22 Jan
22 Jan
Market Insight
December sees sharp rally in AGT and AJOT
Narrowing discounts and Japanese reforms have driven striking returns…
16 Jan
16 Jan
Market Insight
Dividend hike emphasises Middlefield Canadian Income’s attractions
MCT looks well-positioned to benefit from a broadening in the US rally of 2023…
08 Jan
08 Jan
December 2023
Trust Issues
UK equity’s income opportunity with SCF manager Sue Noffke - Podcast: Trust Issues #23
SCF Manager Sue Noffke tells us why the trust has geared up and is overweight small and mid-cap stocks…
12 Dec
12 Dec
Market insight
In it, to win it
ASL shows us how mistiming the market can decimate return potential…
12 Dec
12 Dec
November 2023
Opinion
We need to talk about discounts
Discounts are the problem and the solution…
29 Nov
29 Nov
Market insight
Value in the China property sector, who’d have thought it?
FEML’s pair trades are highlighting an interesting way of exploiting value in China’s property sector…
27 Nov
27 Nov
Market Insight
Winds of destiny
Newsflow in the wind sector does nothing to derail the long term attractions of the renewable energy infrastructure sector…
21 Nov
21 Nov
Bull vs Bear
BlackRock Smaller Companies - Bull vs Bear
In this inaugural episode of Bull vs Bear, we look at BlackRock Smaller Companies (BRSC)...
16 Nov
16 Nov
October 2023
Market insight
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
Market insight
Get real
The prospect of attractive real returns seems to be ignored by the market…
04 Oct
04 Oct
September 2023
Trust Issues
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
Ohayō Japan!
Our analysts discuss what they think may be a new dawn for the Land of the Rising Sun...
27 Sep
27 Sep
August 2023
Opinion
UK OK, HUN?
Sentiment towards the UK is at rock bottom, which means only one thing…
30 Aug
30 Aug
Trust Issues
Canada: lower valuations and attractive growth - Podcast: Trust Issues #21
We speak to MCT Manager Dean Orrico about the prospects for the equity income trust...
17 Aug
17 Aug