April 2023
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
Features
Has the world fundamentally changed?
As inflation and interest rates rise, investors will need to adjust to a new normal, but certain types of company can thrive in all conditions...
24 Mar
24 Mar
Features
Denali Therapeutics: rising to the challenge of brain disease
Scottish Mortgage manager Tom Slater talks to Ryan Watts, CEO and Co-Founder of Denali Therapeutics, about the company’s mission to tackle brain disease...
24 Mar
24 Mar
Features
Edinburgh Worldwide Investment Trust: Manager Insights
Baillie Gifford's Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust, reflects on the challenges of the past year, the current investment environment and how the portfolio is positioned for future opportunities...
17 Mar
17 Mar
Features
MercadoLibre: bridging the digital divide
Scottish Mortgage deputy manager Lawrence Burns speaks to Pedro Arnt, CFO of MercadoLibre, to find out how the company combines innovation and iteration to democratise commerce and access to financial services...
10 Mar
10 Mar
Features
Keystone Investment Trust - Manager Insights
Baillie Gifford’s Kate Fox, co-manager of the Keystone Positive Change Investment Trust, explains the trust’s objectives, gives an update on the portfolio and discusses the outlook for company holdings...
03 Mar
03 Mar
February 2023
Features
Baillie Gifford European Growth Trust - Manager Insights
Investment manager Stephen Paice explains the European Growth Trust’s objectives, with an update on the portfolio as well as reflections on recent events and reasons for optimism...
17 Feb
17 Feb
Features
Zipline - drones taking flight to save lives
What’s the closest thing to transportation? And how does it save lives? Zipline’s co-founder Keller Rinaudo Cliffton tells Scottish Mortgage manager Tom Slater...
17 Feb
17 Feb
Features
Permanent change versus temporary setback – A Japanese perspective
In this webinar recording Matthew Brett, the Baillie Gifford Japan Trust manager, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future.
10 Feb
10 Feb
December 2022
Features
Investment Trusts: The benefit of real estate investment
Explore the diversifying benefits of UK and European real estate through Schroders Investment Trusts...
30 Dec
30 Dec
Features
Investment Trusts: opportunities in all market conditions
How are current market conditions impacting the Schroders investment trust range?
16 Dec
16 Dec
Features
Japan’s chance to shine – find out why this time is different
Schroder Japan Growth Fund - positioned to capture the opportunity in Japan...
16 Dec
16 Dec
Features
Baillie Gifford Japan Trust: Manager Insights
Matthew Brett, manager of the Baillie Gifford Japan Trust discusses performance and returns for 2022...
16 Dec
16 Dec
Features
Pacific Horizon Investment Trust – Manager Insights
Roderick Snell, manager of the Pacific Horizon Investment Trust, gives an update on the portfolio and the outlook for Asian companies against the current economic backdrop...
09 Dec
09 Dec
Features
Scottish Mortgage Investment Trust: Manager Update
Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook...
09 Dec
09 Dec
Features
Upheaval and opportunity in China’s reforming society
President Xi Jinping’s plans to reshape China mean upheaval and opportunity, Sophie Earnshaw and Roderick Snell, joint managers of Baillie Gifford China Growth Trust, tell Joji Sakurai...
02 Dec
02 Dec
November 2022
Features
Finding reasons to be cheerful in European equities
2022 has been grim for investors in European equities. The economic environment remains challenging, but, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc, there are some reasons to be more optimistic...
25 Nov
25 Nov
Features
Scottish Mortgage stock stories: Redwood Materials
The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth investing in...
25 Nov
25 Nov
Features
The mining sector: cyclical weakness versus structural strength
It has been a tougher time for certain commodities in recent months as fears over the global economy mount. The longer-term outlook for the mining sector is still buoyant, argues Evy Hambro, co-manager of the BlackRock World Mining Trust...
18 Nov
18 Nov
Features
Baillie Gifford: embracing the unpredictable
Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie Gifford US Growth Trust explains.
18 Nov
18 Nov
Features
Scottish Mortgage Investment Trust: Museum of Progress
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns explain more...
11 Nov
11 Nov
Features
For Monks Investment Trust, diversity beats adversity
Having a varied portfolio, with holdings from software companies to renewable energy specialists, helps navigate volatility according to Spencer Adair, manager of Monks Investment Trust...
11 Nov
11 Nov
Features
Baillie Gifford UK Growth Trust: long term growth opportunities in the UK
In this webinar, co-managers Iain McCombie and Milena Mileva discuss the key traits of their long-term investing philosophy...
04 Nov
04 Nov
Features
The future of the energy market
The energy sector has been weaker in recent months as investors have started to anticipate significantly weaker global growth. Cyclicality has been a persistent feature of commodity markets and they will not be immune in an economic downturn. However, recent weakness in the energy sector is obfuscating some very important structural issues. Such is the tightness in global energy markets and we believe the outlook is becoming increasingly constructive, says Mark Hume, co-manager of the BlackRock Energy and Resources Income Trust plc...
04 Nov
04 Nov
October 2022
Features
Why the best innovation is in our backyard
UK innovation has a part to play in ridding the world of some of its most stubborn problems, Milena Mileva, joint manager of Baillie Gifford UK Growth Trust, explains more...
28 Oct
28 Oct
Features
Pacific Horizon Investment Trust PLC: opportunities and challenges
In this webinar, Roderick Snell, manager of Pacific Horizon Investment Trust PLC discusses how the trust seeks out the fastest growing companies in the most rapidly growing and populous region of the world...
28 Oct
28 Oct