October 2019
Opinion
All that glitters? The case for and against gold

Two of our analysts go head-to-head, debating whether gold is the ultimate safe haven asset...

Fund Research
Templeton Emerging Markets

TEM has seen a rebound in performance since a change of approach…

Fund Research
Smithson

Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...

Fund Research
HICL Infrastructure

Institutional quality infrastructure assets, delivering an attractive income...

Strategy
Sail away: the best trusts to escape the UK

We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...

News & Events
Flash Update - JPMorgan Global Core Real Assets

JARA showing momentum in the aftermarket following IPO...

Fund Research
BlackRock World Mining Trust

BRWM's wide discount to NAV, in an already under-owned sector, could offer potential for a rerating...

Fund Research
F&C Investment Trust

One of the world’s oldest investment trusts, F&C Investment Trust is on course for its 49th year of consecutive dividend increases...

Features
Europe: strength in adversity

Amid economic weakness, there are high quality European companies delivering long-term returns says BlackRock’s Stefan Gries...

Fund Research
GCP Student Living

DIGS offers exposure to an alternative property sector in high demand...

Fund Research
Jupiter European Opportunities

Run by one of the most successful fund managers in the investment trust universe, JEO offers exposure to exciting growth opportunities across Europe…

Fund Research
TR Property

Specialist property trust, which has consistently outperformed its benchmark…

Features
Thinking big on small companies

Certain beliefs persist around smaller companies: they are domestic in focus, can be volatile and may be illiquid. For these reasons, many investors often avoid this area of the market. In our view...

Fund Research
BMO Real Estate Investments

BREI offers a yield of 5.9% and a track record of superior income growth...

Fund Research
Ruffer Investment Company

RICA uses a range of asset classes to generate absolute returns for investors with an approach emphasising loss-aversion...

Strategy
Life on Mars: could inflation take us back to the '70s?

We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...

Fund Research
Invesco Perpetual UK Smaller Companies Trust

Fundamental stock pickers, aiming to achieve top quartile performance with below average volatility…

Fund Research
City of London Investment Trust

Fifty-three consecutive years of dividend growth, and counting…

Fund Research
VPC Specialty Lending Investments

VSL offer a yield of over 10% from an asset-backed portfolio of loans…

Strategy
Bond proxy?

As a replacement or complement for longer duration bonds, listed alternative income funds look an interesting, well… alternative..

Fund Research
The Renewables Infrastructure Group

Seeks to provide investors with long-term, stable dividends from an increasingly diversified portfolio of renewable energy assets…

Fund Research
Scottish Mortgage Investment Trust

Targeting significant growth opportunities across the world, SMT runs a concentrated portfolio of listed and unlisted equities...

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