May 2024
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
Market Insight
Rockwood’s concentrated micro-cap approach has delivered again
RKW’s phoenix-like performance shows there’s still hope for the UK…
01 May
01 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
April 2024
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
Strategy
Micro-managing
What opportunities exist in the smallest part of the UK market?
10 Apr
10 Apr
Trust Issues
Investing in UK small-caps with BlackRock Smaller Companies - Podcast: Trust Issues #29
We discuss what BRSC offers investors looking for exposure to UK small-caps...
29 Apr
29 Apr
Head to head
Is ESG finished?
Two of our analysts debate whether it’s time to give up on ESG…
24 Apr
24 Apr
Market Insight
Picton’s cross-sector asset management demonstrates the benefit of a diversified strategy
PCTN disposes of its second largest asset at a premium to the last valuation...
22 Apr
22 Apr
Market insight
The pet rock is proving its worth
Gold miners are finally responding to record high gold prices…
16 Apr
16 Apr
Features
Building back: the great US infrastructure opportunity
The US government is determined to upgrade the country’s crumbling infrastructure. Spencer Adair, manager of The Monks Investment Trust discusses the firms set to benefit...
26 Apr
26 Apr
Features
Schroder Japan Trust plc: Can the Japanese stock market continue to scale new heights?
Why now is a particularly exciting environment for active, high conviction stock pickers in the region...
26 Apr
26 Apr
Features
Income options for your 2024 ISA
The compelling alternatives to cash in today’s market environment
26 Apr
26 Apr
Features
Baillie Gifford China Growth Trust update
Sophie Earnshaw and Linda Lin, co-managers of the Baillie Gifford China Growth Trust, discuss events in China, provide a portfolio update and look at the areas of potential growth...
26 Apr
26 Apr
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
News
Results analysis: NB Private Equity Partners
Robust performance and a tightening discount bode well for NBPE…
25 Apr
25 Apr
News
Fidelity Emerging Markets update, with Chair Heather Manners
In this short update, we speak to Heather Manners, Chair of Fidelity Emerging Markets (FEML)....
19 Apr
19 Apr
Fund Research
BlackRock Smaller Companies
A focus on fundamentals may act as a catalyst for BRSC to bounce back…
30 Apr
30 Apr
Fund Research
BlackRock Energy and Resources Income
BERI has raised its dividend target as secular tailwinds gather…
29 Apr
29 Apr
Fund Research
Mercantile
MRC’s performance has recovered, yet the trust remains at a wide discount…
29 Apr
29 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper…
26 Apr
26 Apr
Fund Research
Brunner
BUT has outperformed its composite benchmark for the fifth consecutive financial year…
24 Apr
24 Apr
Fund Research
Witan
Business as usual for WTAN’s executive team, while the board reviews investment management arrangements…
24 Apr
24 Apr
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets…
22 Apr
22 Apr
Fund Research
CC Japan Income & Growth
CCJI’s differentiated investment approach has led to sector-leading performance…
17 Apr
17 Apr
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers exposure to exciting growth companies in Japan…
17 Apr
17 Apr
Fund Research
Jupiter Green
JGC’s recovery is gathering momentum, but the discount has yet to react…
15 Apr
15 Apr
Fund Research
BlackRock World Mining
BRWM’s managers: we see all the classic signs of high commodity prices...
12 Apr
12 Apr
Fund Research
Schroder UK Mid Cap
Mid-caps have bounced back on the potential for rate cuts…
11 Apr
11 Apr
Fund Research
JPMorgan Asia Growth & Income
JAGI’s managers believe Asia is showing the green shoots of a recovery…
11 Apr
11 Apr
News
Results analysis: Schroder Japan
SJG continues to outperform the TOPIX Index, buoyed by good stock selection and an in vogue ‘value’ style of investing…
19 Apr
19 Apr