March 2024
Strategy
Seoul searching
South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's…
27 Mar
27 Mar
Strategy
How to grow old gracefully (and preferably rich)...
Ahead of the final week of our event, focused on retirement planning, we consider some of the complexities of portfolio construction…
20 Mar
20 Mar
Strategy
Roller coaster ride
Thematic funds have seen significant outflows over the past two years…
13 Mar
13 Mar
Strategy
Gimme shelter
Growth opportunities to re-invest those magnificent profits into...
06 Mar
06 Mar
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
Features
Investing in a new recipe for weight loss: the rise of GLP-1 drugs
Baillie Gifford investment manager Ross Mathison discusses Danish pharmaceuticals company Novo Nordisk’s weight loss drug Wegovy and other related treatments and the growth opportunity they offer...
22 Mar
22 Mar
Features
Schroder AsiaPacific Fund plc: Why active investing works in Asia
How a consistent, disciplined investment approach can add value
22 Mar
22 Mar
Features
Schroder UK Mid Cap Fund plc: UK equities – what’s the catalyst?
Mid caps particularly well poised for a UK renaissance...
15 Mar
15 Mar
Features
Climeworks: digging deeper for climate solutions
Scottish Mortgage’s Lawrence Burns speaks to Christoph Gebald, CEO of Climeworks, about his company’s plans to scale up its direct air capture technology and why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today...
15 Mar
15 Mar
Features
Keystone Positive Change: the outlook for 2024 and beyond
In this webinar recording, Lee Qian, co-manager of the Keystone Positive Change Investment Trust, provides an update on investment performance and discusses the outlook for 2024 and beyond. Lee also explains the positive impact that companies within the portfolio are making...
08 Mar
08 Mar
Features
Behind the Trust: Schroder Real Estate Investment Trust
By formalising its investment policy to focus on sustainability and capitalise on mispricing, Schroder Real Estate Investment Trust is seeking to be the first mover within its sector to proactively respond to the UK’s Net Zero Carbon objectives to the potential benefit of both shareholder returns and the planet...
08 Mar
08 Mar
News
Results analysis: Octopus Renewables Infrastructure
ORIT delivers another year of dividend increases in line with CPI, as well portfolio sales above valuation, demonstrating the validity of the net asset value. But against a weak macro background the discount has widened to over 30%...
28 Mar
28 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
News
Results analysis: JPMorgan American
JAM continues to cement its position as a core US equity trust with another year of outperformance…
27 Mar
27 Mar
News
Flash update: Henderson European Focus (HEFT) and Henderson EuroTrust (HNE) proposed merger
What are the benefits of the Proposed merger of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE)?
26 Mar
26 Mar
News
Results analysis: Ashoka India Equity
AIE has been the best-performing trust in its sector since its IPO in 2018…
19 Mar
19 Mar
News
Results analysis: BlackRock World Mining
BRWM: Green demand is supporting commodity prices while China is weak…
18 Mar
18 Mar
News
Results analysis: Schroder Asian Total Return
Good stock selection has driven another year of outperformance for ATR…
18 Mar
18 Mar
News
Video update: Alliance Trust annual results
Willis Towers Watson global CIO Craig Baker discusses the trust's strong results for its latest financial year...
07 Mar
07 Mar
News
Flash update: Hipgnosis Songs
Update following most recent announcement...
07 Mar
07 Mar
Fund Research
JPMorgan US Smaller Companies
JUSC: diversification and valuation opportunity in US smaller companies…
28 Mar
28 Mar
Fund Research
M&G Credit Income
MGCI offers an exceptionally high yield from a portfolio of high credit quality...
28 Mar
28 Mar
Fund Research
Allianz Technology Trust
ATT offers significantly discounted exposure to the technology sector…
26 Mar
26 Mar
Fund Research
Bellevue Healthcare
BBH could be poised for strong performance as the rate cycle eases…
21 Mar
21 Mar
Fund Research
Greencoat UK Wind
Chunky dividend cover is the key to UKW’s resilient proposition…
20 Mar
20 Mar
Fund Research
Schroder European Real Estate
SERE's high and covered dividend is arguably undervalued by a very wide discount...
20 Mar
20 Mar
Fund Research
International Biotechnology
Ailsa Craig and Marek Poszepczynski are celebrating their first three years as managers of IBT…
18 Mar
18 Mar