July 2020
People
James Goldstone
James Goldstone manages a number of UK and pan-European equity mandates at Invesco’s Henley-on-Thames office, including Keystone Investment Trust and the UK Equity Share Portfolio of Invesco Perpetual UK Select Trust...
30 Jul
30 Jul
News
Results analysis: Invesco Income Growth
Invesco Income Growth (IVI) avoided some of its benchmark's losses and shareholders benefited from a closing discount...
03 Jul
03 Jul
June 2020
People
Ciaran Mallon
An Invesco veteran, Ciaran runs assets of around £10bn including Invesco Income Growth Trust...
24 Jun
24 Jun
Features
Investment Trust outlook
As the scale of the Covid-19 pandemic unfolds, James Goldstone explains his investment approach, what it means for markets, the companies he owns in his investment trusts, and how they are positioned for what may lie ahead...
15 Jun
15 Jun
April 2020
Strategy
Hold fast
Investment trusts' revenue reserves could make them a vital stronghold for investors facing UK dividend cuts of as much as 47%....
15 Apr
15 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
Features
James Goldstone's UK equity strategy update
The sell-off across global markets has been widespread in recent weeks. Joanna Smith, UK Equities Product Director at Invesco, questions whether we have seen the market lows of this crisis yet...
08 Apr
08 Apr
March 2020
Features
An approach to governance: creating long-term value for our clients
James Goldstone outlines why they advocate for proper and effective corporate governance and sustainable business practices within the Invesco UK Equities team...
23 Mar
23 Mar
Features
Driven by the prospects of businesses
Ciaran Mallon, UK Equites Fund Manager, describes his investment philosophy and why it’s more about picking the shares that go in the portfolio than about taking big economic views...
17 Mar
17 Mar
December 2018
Strategy
Efficiency is everything
With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...
13 Dec
13 Dec
Strategy
Surf's up
As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which have rarely looked cheaper...
05 Dec
05 Dec
Invesco
The long term opportunity in domestic value
Invesco's Ciaran Mallon thinks the referendum has created a clear opportunity for UK investors...
05 Dec
05 Dec
June 2018
Fund Research
Still waters run deep
UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests this could be unjustified...
13 Jun
13 Jun
Strategy
A winning combination
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
27 Jun
27 Jun
July 2017
Discounts
Carpe discount
Our analysis shows that there is a right time, and a wrong time, to seize a trust which is languishing on a discount...
25 Jul
25 Jul
Fund managers
Apt student
Invesco CIO Nick Mustoe tell us he started out with just a university grant as seed capital for his first portfolio...
26 Jul
26 Jul