June 2020
Market insight
Thrown out with the bath water?
IPU’s de-rating has been savage...
23 Jun
23 Jun
Market insight
Factor performance and the COVID-19 effect
Will value continue to move into the black, or fade to red?
16 Jun
16 Jun
Market insight
Fortune favours the brave
Better yields and discounts are on offer in the emerging markets…
09 Jun
09 Jun
Market insight
A Buffett style margin for error?
Downing Strategic Micro-Cap has had to call for the tow truck for some of its holdings in the past, but we think the signs are that it is now well placed. Yet DSM trades on a historically wide discount to NAV...
02 Jun
02 Jun
May 2020
Opinion
Price matters, or does it?
NAVs and share price histories both tell a tale, but we think the former has far more value as an indicator than the latter...
27 May
27 May
Market insight
Shuffling back towards the door?
Equity markets have rebounded strongly… should you be de-risking your equity exposure?
19 May
19 May
Market insight
A shocker of a discount
AIE has seen its discount widen dramatically despite continuing to outperform…
12 May
12 May
Market insight
Large vs small
Equity markets are pricing in continued large-cap outperformance. Will this continue?
05 May
05 May
April 2020
Market insight
Anomalous discount
Despite being amongst the very best performers in absolute terms across the entire investment trust sector, BH Global’s discount has sagged...
28 Apr
28 Apr
Head to Head
Sucker punch
Two of our analysts debate the merits of equity income and alternative income trusts at this point in time...
23 Apr
23 Apr
Market insight
Plus ça change
Alternative property trusts could see quicker recoveries from the fallout from COVID-19…
21 Apr
21 Apr
Market Insight
Opportunity passed?
Discounts gapped out, but in many cases have rebounded…
07 Apr
07 Apr
Remote working
Webcasts, podcasts, presentations and more...
For the duration of the current crisis we'll be publishing recordings of dial-ins and webcasts wherever they are available...
03 Apr
03 Apr
Market insight
Back in Brazil
As global markets have suffered in 2020, Brazilian stocks have been no exception. Could this be a good time to consider buying?
01 Apr
01 Apr
March 2020
MARKET INSIGHT
First in, first out?
We ask whether the brave should be raising their allocation to Asia...
24 Mar
24 Mar
Market insight
Crashing yields warn of systemic risk
With safe haven bonds reaching record low yields and the outlook hard to read, funds betting on volatility could benefit...
10 Mar
10 Mar
October 2019
Head to head
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...
30 Oct
30 Oct
Opinion
Is a Brazilian breakthrough on the horizon?
Brazil's currency often upsets assumed norms, and current signs offer the possibility another twist is coming...
07 Oct
07 Oct
August 2018
Opinion
Has the time come for global equity income?
Although Global Equity Income-orientated strategies have been underperforming the wider market, Invesco Perpetual's John Botham explains that rising interest rates have historically been catalysts for a change in market leadership...
23 Aug
23 Aug
Opinion
Why Asia's crosswinds will not blow it off course
Ian Hargreaves explains why heightened trade tensions and fading earnings momentum will not stop Asia's equities shining...
17 Aug
17 Aug
July 2018
Opinion
Mark Barnett: Finding opportunity in financials...
Mark Barnett highlights the UK’s alternative finance market, which has caused disruption to the traditional forms of credit since the Great Financial Crisis...
26 Jul
26 Jul
Video
Outlook for Asia: still positive?
Invesco's Ian Hargreaves gives his take on the trade war and more...
03 Jul
03 Jul
June 2018
Opinion
James Anderson: The US, the UK and company creation
Baillie Gifford's James Anderson thinks the UK falls a long way short of the standards being set on the US west coast...
11 Jun
11 Jun
Video
Unearthing opportunities in smaller companies
Jonathan Brown and Robin West, UK Equities Fund Managers, explain how they identify prospects in the small cap market and how they have applied it to their portfolios.
08 Jun
08 Jun
Opinion
Mark Barnett: Business as usual?
Invesco Perpetual’s head of UK equities Mark Barnett examines the sectors where he is finding opportunities...
08 Jun
08 Jun
April 2018
Opinion
Why Asia now?
Invesco Asia Trust manager Ian Hargreaves thinks there is potential for a notable improvement in shareholder returns which is not reflected in current valuation multiples...
23 Apr
23 Apr
Opinion
Baillie Gifford US Growth Trust Plc: In search of exceptional growth companies
Baillie Gifford explains the exciting rationale behind its first new investment trust launch since 1985...
20 Apr
20 Apr