July 2023
Strategy
Simply the Best
Investing in high quality companies was a successful strategy for many years, but has its time passed?
19 Jul
19 Jul
Strategy
Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
12 Jul
12 Jul
Strategy
Silk Road Strife
The Asian narrative has been dominated by the India vs China debate, but on which side of the line have investment trust managers fallen?
05 Jul
05 Jul
June 2023
Strategy
Bear in a China Shop
All the speakers at our emerging markets-focussed event last week see battered valuations in emerging markets – with the exception of the largest of them all – as a big opportunity…
29 Jun
29 Jun
Strategy
Ça plane pour moi
Some of the world's biggest companies are doing just fine in Europe, yet investors shun the region. Time for a rethink...
21 Jun
21 Jun
Strategy
Let's go round again?
Discounts have ballooned across the investment trust world, but our analysis shows we've been here before...
14 Jun
14 Jun
Strategy
Under pressure
We identify the equity trusts which have delivered the best downside protection in recent years...
07 Jun
07 Jun
May 2023
Strategy
Dazed and confused
Property discounts remain stubbornly wide. Why is that and what would make them start to narrow?
31 May
31 May
Strategy
Treasure hunters
What can a corporate raider’s perspective tell us about private equity trusts..?
18 May
18 May
Strategy
Tipping point
Battered growth strategies have staged a comeback recently, but what happens now?
11 May
11 May
Strategy
Alt-right or alt-wrong?
Infrastructure and renewables have moved from alternative to mainstream assets - what could be next..?
03 May
03 May
April 2023
Strategy
Hope springs eternal
Far-fetched as it might seem, we imagine some scenarios where a UK government might actually do something useful – and the investment trusts that could benefit…
26 Apr
26 Apr
Strategy
Are we nearly there yet?
We look at which trusts have done best year to date, and ask where there may be value…
19 Apr
19 Apr
Strategy
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Strategy
Fallen Kingdom?
Since the UK was described as a ‘Jurassic Park’ stock market, it has outperformed. Is this a new age for the stock market..?
06 Apr
06 Apr
March 2023
Strategy
Good vibrations
We identify some sectors with structural discounts we think could close over time…
22 Mar
22 Mar
Strategy
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Strategy
The next supercycle
Our research suggests a structrual tailwind could support the prospects for commodities throughout the next decade...
08 Mar
08 Mar
Strategy
The Devil’s in the demographics
China’s population is in decline - should it turn east or west for inspiration..?
02 Mar
02 Mar
February 2023
Strategy
Lost in translation
We argue Japanese equities look attractive on both a short and long-term view…
15 Feb
15 Feb
Strategy
Here comes the sun
Our analysis suggests renewable energy should be at the core of a well balanced portfolio...
09 Feb
09 Feb
Strategy
Go your own way
Our analysis shows that investment trusts offer better diversification for those seeking income from equities...
01 Feb
01 Feb
January 2023
Strategy
The toad to recovery
Two of our analysts debate the outlook for China in 2023…
25 Jan
25 Jan
Strategy
Fortune favours the brave
Our research suggests a recession has already been priced into small cap trusts, but risks abound...
18 Jan
18 Jan
Strategy
Solving the Rubik’s Cube
We reveal the winners of our investment trust ratings for 2023…
11 Jan
11 Jan
Strategy
Here we go again
We review our ‘top picks’ for what was a wild year and place our bets for the year ahead – which doesn’t look much calmer…
04 Jan
04 Jan
December 2022
Strategy
Calling time
As the year draws to its close, our analysts highlight the articles they think are the team’s best calls from 2022…
28 Dec
28 Dec
Strategy
Reasons to be cheerful
We find reasons to be cheery this Christmas in the long-term trends which are going to transform society and generate returns…
21 Dec
21 Dec
Strategy
What’s that coming over the hill?
Is it a monster, or a debt refinancing anniversary? Our analysis of the property sector shows chunky discounts across the board are there for good reason…
07 Dec
07 Dec
November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Strategy
Guns n’ roses
A sustainable future for the free world may depend on investments in weapons and oil as well as traditional ESG friendly assets…
23 Nov
23 Nov
Strategy
Bottom fishing
What can history tell investors about calling the bottom of a market?
16 Nov
16 Nov