April 2024
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
Market Insight
Picton’s cross-sector asset management demonstrates the benefit of a diversified strategy
PCTN disposes of its second largest asset at a premium to the last valuation...
22 Apr
22 Apr
News
Results analysis: Schroder BSC Social Impact
SBSI has demonstrated good resilience, yet the discount has widened…
10 Apr
10 Apr
Fund Research
Schroder UK Mid Cap
Mid-caps have bounced back on the potential for rate cuts…
11 Apr
11 Apr
March 2024
Trust Issues
High yield UK stocks, with AEI Manager Thomas Moore – Podcast: Trust Issues #28
We talk managing value trap risks, opportunities in the UK, and the outlook for UK equities...
26 Mar
26 Mar
Market Insight
A sentiment shifting statement?
Whilst light on detail, the announcement of a UK ISA is a step in the right direction…
11 Mar
11 Mar
Market Insight
Greencoat UK Wind: Discounting too much
Wholesale electricity prices are falling, but UKW’s dividend and buyback look secure…
04 Mar
04 Mar
Features
Schroder UK Mid Cap Fund plc: UK equities – what’s the catalyst?
Mid caps particularly well poised for a UK renaissance...
15 Mar
15 Mar
Features
Behind the Trust: Schroder Real Estate Investment Trust
By formalising its investment policy to focus on sustainability and capitalise on mispricing, Schroder Real Estate Investment Trust is seeking to be the first mover within its sector to proactively respond to the UK’s Net Zero Carbon objectives to the potential benefit of both shareholder returns and the planet...
08 Mar
08 Mar
Fund Research
M&G Credit Income
MGCI offers an exceptionally high yield from a portfolio of high credit quality...
28 Mar
28 Mar
Fund Research
Greencoat UK Wind
Chunky dividend cover is the key to UKW’s resilient proposition…
20 Mar
20 Mar
Fund Research
City of London
CTY has benefitted from strong stock picking and the structural advantages of investment trusts...
04 Mar
04 Mar
February 2024
Strategy
Range anxiety
We look at what context we can gain from ten years of discount analysis…
07 Feb
07 Feb
Trust Issues
Mergers, preference shares, and small caps – Podcast: Trust Issues #25
We speak to Shires Income's Iain Pyle about goings on at the trust and his outlook for the year...
27 Feb
27 Feb
Video
Talking Trusts: Interview with Richard Staveley, fund manager of Rockwood Strategic
We talk about the attractive valuations in the UK small-cap sector, M&A activity and the outlook for the sector…
20 Feb
20 Feb
News
Results analysis: BlackRock Throgmorton
Easing macroeconomic conditions may provide a catalyst for THRG’s operationally resilient companies to re-rate…
13 Feb
13 Feb
Fund Research
River & Mercantile UK Micro Cap
RMMC’s concentrated, growth portfolio could be a major beneficiary of a UK recovery…
27 Feb
27 Feb
Fund Research
Miton UK MicroCap
MINI’s managers believe the prospects for the strategy are the best they have been for 30 years…
16 Feb
16 Feb
News
Flash update: Greencoat UK Wind
UKW’s total return strategy continued to bear fruit in 2023…
09 Feb
09 Feb
Market insight
Make AIM great again
The number of small caps is falling, could AIM prove a source of alpha?
06 Feb
06 Feb
January 2024
Features
Schroders Capital Global Innovation Trust: The journey so far
The recent name change of the trust provides a valuable opportunity to look back on the important steps forward that we have taken and reflect on the prospects that await...
05 Jan
05 Jan
Features
Delivering a steady income in an uncertain world
Bond markets have been anything but boring over the last couple of years! Rhys Davies explains what’s been happening in the high yield bond market, the impact on his portfolios, and how he manages the Invesco Bond Income Plus Limited, employing some of the specific features of the investment trust structure...
05 Jan
05 Jan
News
Results analysis: BlackRock Income and Growth
BRIG is trading at a wide discount versus its five-year history which could be an attractive entry point for long-term investors…
02 Jan
02 Jan
Fund Research
CT UK Capital & Income
CTUK is celebrating 30 years of dividend growth…
31 Jan
31 Jan
Fund Research
Finsbury Growth & Income
FGT’s performance has been disappointing, but Nick Train is optimistic on prospects…
30 Jan
30 Jan
Fund Research
Schroder Income Growth
SCF has outperformed the index over the long term and boasts a premium yield to the market…
26 Jan
26 Jan
Fund Research
Dunedin Income Growth
DIG outperformed the index over 2023 and continues to differentiate itself from peers…
26 Jan
26 Jan
Fund Research
JPMorgan UK Smaller Companies
JMI’s proposed combination with JMF will offer investors a range of potential benefits…
25 Jan
25 Jan
December 2023
Fund Research
Pantheon International
High-quality global private equity portfolio with a track record of long-term outperformance...
29 Dec
29 Dec
Fund Research
Invesco Perpetual UK Smaller Companies
IPU is gearing up, attracted by UK small-cap valuations…
28 Dec
28 Dec
Fund Research
abrdn Equity Income
AEI is delivering a sector-leading yield, with low valuations offering strong capital growth potential…
27 Dec
27 Dec