September 2022
Replay
Slides and Audio: Baillie Gifford European Growth
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
28 Sep
28 Sep
News
Results analysis: Starwood European Real Estate Finance
SWEF offers an attractive yield from a stable portfolio with limited price risk…
21 Sep
21 Sep
Fund Research
European Assets
EAT offers a high yield from high-quality European small caps…
22 Sep
22 Sep
Fund Research
Schroder European Real Estate
SERE offers a yield of over 6% from a diversified real estate portfolio based in strong European growth cities...
16 Sep
16 Sep
July 2022
Features
Baillie Gifford: Which European country is driving innovation?
In the latest episode of Short Briefings on Long Term Thinking, Baillie Gifford’s Stephen Paice explains how Sweden tops the charts for original thinking and innovation...
22 Jul
22 Jul
Fund Research
BlackRock Greater Europe
BRGE’s consistent approach and discount offer a chance to ‘buy the dip’…
22 Jul
22 Jul
Fund Research
Henderson EuroTrust
HNE’s fund manager has doubled down on high-quality companies in the recent market rout, with the trust trading on a wide discount…
08 Jul
08 Jul
June 2022
Strategy
Staying active
We highlight several alternatives to passive investments for investors looking for core exposure in uncertain markets...
15 Jun
15 Jun
Features
Europe: opportunities for active investors amid volatility
The European economy may be weakening, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc, but great European companies can thrive in all conditions...
17 Jun
17 Jun
News
Results analysis: JPMorgan European Growth & Income
Major structural changes will make JEGI an appealing core holding for investors of all stripes…
14 Jun
14 Jun
Fund Research
3i Infrastructure
3IN has been a consistently strong performer…
29 Jun
29 Jun
May 2022
Replay
Slides and Audio: International Biotechnology
Download the presentation and listen to the audio from our 'Alternatives for income investors' virtual week from 25 May...
27 May
27 May
News
Results analysis: Henderson European Focus Trust
HEFT has shown strong resilience despite the headwinds facing Europe, thanks to a committed valuation discipline…
25 May
25 May
April 2022
Features
Baillie Gifford European Growth Trust - Growth Investing in Europe
In this recent webinar, co-manager Stephen Paice discusses why the case for owning growing, innovative companies is getting stronger for BGEU despite a rough period for growth investors the world over. Stephen also outlines growth investor opportunities in Europe and answers viewer questions...
14 Apr
14 Apr
Fund Research
BMO Private Equity
BPET’s discount and differentiated portfolio make the trust stand out…
27 Apr
27 Apr
Fund Research
JPMorgan European Growth & Income
The newly established JEGI offers investors an attractive combination of a high dividend with a core European equity portfolio…
08 Apr
08 Apr
March 2022
Replay
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...
25 Mar
25 Mar
Replay
Slides and Audio: Henderson European Focus Trust
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 Mar
News
Results analysis: Starwood European Real Estate Finance
SWEF offers a high yield from an asset class which has demonstrated resiliency through the pandemic…
29 Mar
29 Mar
News
Results analysis: Oakley Capital Investments
OCI’s annual results provide more colour on the exceptionally strong NAV performance in 2021...
11 Mar
11 Mar
February 2022
Features
Baillie Gifford European Growth Trust - Manager Insights
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook...
18 Feb
18 Feb
Fund Research
Henderson European Focus Trust
HEFT’s stylistic balance has allowed it to outperform over myriad market environments, yet it trades at an attractive discount…
02 Feb
02 Feb
Fund Research
European Assets
EAT has the return profile of a high-quality growth portfolio and the highest yield of any European trust…
01 Feb
01 Feb
January 2022
News
Flash update: Oakley Capital Investments
OCI reports very strong NAV growth, up 21% (or 95p per share) since 30 June…
27 Jan
27 Jan
Fund Research
Baillie Gifford European Growth
BGEU offers investors an attractive option for European growth investing, combining listed and unlisted opportunities…
19 Jan
19 Jan
December 2021
Fund Research
BlackRock Greater Europe
BRGE continues to rank as the best performing European trust, with the team remaining unphased by near-term market risks…
29 Dec
29 Dec
Fund Research
JPMorgan Russian Securities
If high energy prices continue, the Russian Motherland could be a mother lode for investors…
15 Dec
15 Dec