July 2023
Features
Investment trusts: Asia for income
Schroder Oriental Income Fund – a next generation dividend hero...
21 Jul
21 Jul
Features
Shin Nippon: Japan’s hidden global champions
Discover the hidden gems in Japan’s small cap market. Praveen Kumar, manager of Baillie Gifford Shin Nippon, says there’s more to Japan than manufacturing...
21 Jul
21 Jul
Features
Asian investment trusts: an abundance of opportunity
Exploring investors’ renewed enthusiasm for Asian equity...
14 Jul
14 Jul
Features
Investing for impact in social housing
The unique attractions of the UK’s social housing market...
14 Jul
14 Jul
Features
Schroders Capital Global Innovation Trust: Where we’re looking to deploy private equity capital
Exploring the private equity company life cycle...
07 Jul
07 Jul
Features
Investment trusts: Exploring the positive backdrop for Asian equities
Schroder AsiaPacific Fund: Backing the brightest growth prospects in Asia...
07 Jul
07 Jul
June 2023
Features
Baillie Gifford China Growth Trust: Manager Insights
Joint manager Sophie Earnshaw reflects on the macro drivers of performance for Chinese equities over the last two years, and explains why the team remains excited about growth opportunities in China...
30 Jun
30 Jun
Features
Stock spotlight: Broadcom - investing for a chatbot world
AI chatbots allow us to interact with technology in smarter ways but there is a price – the billions that will be invested in the software and the hardware needed. AI will demand ever-greater processing power. One company involved in the AI revolution is California-headquartered Broadcom. Head of Global Equities, Stephen Anness, shares his thoughts in this short read...
30 Jun
30 Jun
Features
The SAINTS story: 150 years of income and growth
Remembering the visionary Edinburgh lawyer who laid the foundations of an enduring powerhouse of global investing. The birth of The Scottish American Investment Company a century and a half ago, is all thanks to William Menzies’ vision of the US’s rise to economic supremacy...
23 Jun
23 Jun
Features
Pacific Horizon: The Indonesian companies powering the green transition
Indonesian companies were Pacific Horizon’s best performers in 2022. Roderick Snell, manager of Pacific Horizon Investment Trust, shares why the country is positioned well for long-term growth...
23 Jun
23 Jun
Features
Baillie Gifford: what investors get wrong about Europe
Chris Davies, joint manager of the Baillie Gifford European Growth Trust, gives three examples of European companies that show there is no shortage of ambition and disruption in Europe...
16 Jun
16 Jun
Features
Transformative investment: a new approach to a sustainable future
Baillie Gifford investment manager Kate Fox discusses the Deep Transitions research project and its implications for investing in a more sustainable future...
16 Jun
16 Jun
Features
What is the long-term outlook for Japanese smaller companies?
In this update, Baillie Gifford Shin Nippon manager Praveen Kumar, shares the team’s views and provides an update on the performance over the past year...
09 Jun
09 Jun
Features
Positive change in challenging times
Baillie Gifford’s Rosie Rankin, director of the Keystone Positive Change Investment Trust, gives an update on portfolio performance, company research and opportunities for the year ahead...
09 Jun
09 Jun
Features
Investing for income in a world of inflation
The attractive alternatives to cash for UK income investors...
02 Jun
02 Jun
Features
Demand for mined commodities from the energy transition
After a strong year for the mining sector in 2022, supply and demand dynamics are likely to remain favourable in the year ahead, with gold acting as a ballast for the portfolio, says Olivia Markham, manager of the BlackRock World Mining Trust…
02 Jun
02 Jun
May 2023
Features
UPSIDE Foods: why the vegan founder is championing meat
The way meat gets onto our plates is unpalatable for many. UPSIDE Foods plans to change that as Scottish Mortgage’s Claire Shaw discovers...
26 May
26 May
Features
The outlook for dividends as bond yields rise
Bond yields are now at their highest level in a decade, pushed up by rising interest rates. What does this mean for the relative merits of dividend-paying equities? David Goldman, manager on the BlackRock Income & Growth Investment Trust, looks at why they may still have appeal...
26 May
26 May
Features
Hunting for opportunities in second-hand bond markets
When a bond is issued, its price is usually set at 100 and a coupon is agreed – this is the amount the lender will pay each year as reward to the borrower until the bond matures and the debt is repaid. The higher the investment risk, the higher the coupon. Simple so far, but what happens next is where things get interesting...
19 May
19 May
Features
Can Elevance Health transform the US healthcare system?
Malcolm MacColl, deputy manager of The Monks Investment Trust, shares the growth prospects around Elevance Health and how it can address the shortcomings of the US healthcare system...
19 May
19 May
Features
The year ahead in US stock markets
Markets may have seen a short-lived rally in the latter part of 2022, but with tough economic conditions ahead, it is important to focus on those companies that can sustain their earnings, says Lisa Yang, manager of the BlackRock Sustainable American Income trust plc...
19 May
19 May
Features
Reflections on five years of the Baillie Gifford US Growth Trust
In this webinar recording, Gary Robinson, manager of the Baillie Gifford US Growth Trust, discusses recent performance, why they remain excited about their private company holdings and whether the long-term investment outlook has changed...
12 May
12 May
Features
The year ahead in natural resources
2022 saw an acceleration of the energy transition, as the war in Ukraine prompted a wholesale re-evaluation from governments of the way they source and use energy, says Mark Hume, manager of the BlackRock Energy and Resources Income Investment trust.
12 May
12 May
Features
Recursion Pharmaceuticals: creating maps of human biology
Discovering new medicines involves exploring the frontiers of biology and chemistry. But it’s also a ‘big numbers’ problem as Scottish Mortgage’s Claire Shaw discovers...
05 May
05 May
April 2023
Features
SAINTS Manager Insights
A half-century of dividend growth? Co-manager of The Scottish American Investment Company (SAINTS), James Dow, is hopeful it will be so as he looks to the future in this annual update...
28 Apr
28 Apr
Features
The outlook for the world’s smallest markets
Frontier markets have navigated some significant headwinds in 2022, but the outlook for the year ahead looks brighter, says Emily Fletcher, manager of the BlackRock Frontiers Investment Trust...
28 Apr
28 Apr
Features
Latin America: first out of the blocks?
Latin America has been resilient over the past 12 months, and could be early to recover when the inflation environment shifts, says Christoph Brinkmann, portfolio manager on the BlackRock Latin American Investment trust...
21 Apr
21 Apr
Features
A focus on fundamentals: European equities in the year ahead
For the past 12 months, stock markets have been blown about by macroeconomic news. Will they start to look more closely at individual companies in in the year ahead?
21 Apr
21 Apr
March 2023
Features
The art of picking a good stock
Finding resilient companies becomes particularly important at times of weak economic growth. At BlackRock, our analyst team are looking for certain key characteristics to identify companies that can thrive even in tough times...
31 Mar
31 Mar
Features
Investment trusts and your portfolio
Investment trusts can help create a balanced, sustainable ISA portfolio, by improving diversification, enhancing income generation, or allowing flexibility in volatile markets...
31 Mar
31 Mar
Features
The challenge of turbulent markets
Good companies can still thrive, even in the toughest economic conditions. This year’s ISA season comes amid the most difficult environment for a decade. How do BlackRock fund managers put themselves in the best position to find opportunities?
24 Mar
24 Mar