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
Strategy
The stability dividend
Our analysis shows that trusts paying a regular income suffer less discount volatility...
02 Nov
02 Nov
October 2022
Strategy
Money for nothing
Debt measured at fair value has had a positive impact on NAV returns for a number of investment trusts this year...
26 Oct
26 Oct
Strategy
Gimme shelter
Our analysts examine safe havens and defensive strategies as we endure the market's 19th Nervous Breakdown...
19 Oct
19 Oct
Strategy
The Buck stops where?
The US dollar has surged in 2022, but many are questioning whether this can be sustained...
12 Oct
12 Oct
September 2022
Strategy
Jolly green giant
There could be a solution to economic troubles on the horizon, and one where the UK is a world leader...
21 Sep
21 Sep
Strategy
Same same but different
We discuss the case for emerging markets at different stages of development…
15 Sep
15 Sep
Strategy
American muscle
Beating US indices is a monumental task. We examine the closed- and open-ended North American sectors to see how they have fared…
07 Sep
07 Sep
August 2022
Strategy
O Brave New World
We ask whether private assets remain attractive as interest rates rise…
25 Aug
25 Aug
Strategy
The world for sale
While investment trusts are lagging their open-ended cousins in the global sector, their discounts may provide an attractive entry point...
17 Aug
17 Aug
Strategy
Get ‘em while they’re hot
Wide discounts in the UK Smaller Companies sector may present long term investors with good entry opportunities…
10 Aug
10 Aug
Strategy
Diverging fortunes in listed private equity
Growth capital and buyout trusts now trade at similar wide discounts. In our view, this belies very different prospects for underlying earnings and for valuations...
03 Aug
03 Aug
July 2022
Strategy
Ingredients for success
We identify several less conventional trusts that offer strong sources of diversification to major indices…
20 Jul
20 Jul
Strategy
Ready player one
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
13 Jul
13 Jul
Strategy
A game of two halves
In the second article of our series on the AIC Flexible Investment sector we see how performance has stacked up during two years when markets were poles apart...
06 Jul
06 Jul
June 2022
Strategy
Reality check
Advocates of a green revolution have had a tough ride in recent months as 'dirty’ energy stocks have rebounded sharply, underlining the need for an environmentally conscious approach which follows both the head and the heart…
29 Jun
29 Jun
Strategy
Spider's web
We outline our new quantitative system for mapping the crucial performance characteristics of investment trusts…
22 Jun
22 Jun
Strategy
Staying active
We highlight several alternatives to passive investments for investors looking for core exposure in uncertain markets...
15 Jun
15 Jun
Strategy
Safe as warehouses
We look into the attractions of the often-overlooked commercial property sector…
08 Jun
08 Jun
May 2022
Strategy
Bull in a China shop
Chinese stocks are looking cheap, and we argue that now may be a good time to allocate more to China for the long-term...
25 May
25 May
Strategy
Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
18 May
18 May
Strategy
Catch a tiger by the tail
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
11 May
11 May
Strategy
Time to change the record
We ask whether equities can still offer meaningful diversification or whether investors need to turn to alternatives…
04 May
04 May
April 2022
Strategy
Finding value in a haystack
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
27 Apr
27 Apr
Strategy
On the hunt
We review discounts in the investment trust space against a backdrop of harsh conditions...
20 Apr
20 Apr
Strategy
The inevitabilities: death and taxes
Biotech has had a rough ride lately but, as the world gets older and richer, our analysts think long-term secular growth is inevitable…
14 Apr
14 Apr
Strategy
Private markets: A closer look at the expanding private debt opportunity
We look at the attractions of the private debt market, historically the hunting ground of the institutional investor…
06 Apr
06 Apr
March 2022
Strategy
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
17 Mar
17 Mar
Strategy
Private markets: A closer look at infrastructure and renewables
We examine the £27bn listed Infrastructure and Renewable Energy Infrastructure sectors…
09 Mar
09 Mar
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 Mar