March 2024
Strategy
How to grow old gracefully (and preferably rich)...
Ahead of the final week of our event, focused on retirement planning, we consider some of the complexities of portfolio construction…
20 Mar
20 Mar
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
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
Catch a falling star
Our analysts discuss three discounted sectors that could be due a rebound…
28 Feb
28 Feb
Strategy
Pitch doctoring
Our analyst argues the upcoming budget should see radical action to boost the UK market…
21 Feb
21 Feb
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
January 2024
Strategy
Definitely maybe
Fund flows and discounts may shed some light on a once-in-a-generation opportunity…
10 Jan
10 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
Law Debenture
LWDB continues to set itself apart from peers in the sector by utilising its unique structure…
09 Jan
09 Jan
December 2023
Strategy
Fool's gold
Cash would have been a poor investment through this period of high inflation…
06 Dec
06 Dec
Trust Issues
UK equity’s income opportunity with SCF manager Sue Noffke - Podcast: Trust Issues #23
SCF Manager Sue Noffke tells us why the trust has geared up and is overweight small and mid-cap stocks…
12 Dec
12 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
Fund Research
BlackRock Income & Growth
BRIG is trading at a wide discount versus its five-year history which could be an attractive entry point for long-term investors…
20 Dec
20 Dec
October 2023
Strategy
You say potato
Despite being in the same sector, investment trusts in the UK Equity Income sector could be more lowly correlated than you might think…
11 Oct
11 Oct
Strategy
To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
04 Oct
04 Oct
News
Results analysis: Schroder Income Growth
SCF has a strong track record in delivering both income and capital growth over the long-term…
27 Oct
27 Oct
Fund Research
Edinburgh Investment Trust
EDIN has delivered strong outperformance in its first three years under a new manager…
25 Oct
25 Oct
Fund Research
CT UK High Income
CHI offers an attractive yield and a unique strategy that could complement a traditional UK equity income portfolio…
23 Oct
23 Oct
Fund Research
City of London
CTY is an attractive package, backed by 57 years of dividend increases…
11 Oct
11 Oct
Fund Research
Shires Income
The upcoming proposed combination with ASCI could offer SHRS benefits of scale…
04 Oct
04 Oct
June 2023
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
Fund Research
CT UK High Income
CHI’s high-conviction strategy offers an attractive yield and a very different underlying exposure…
21 Jun
21 Jun
Fund Research
Dunedin Income Growth
DIG offers several differentiating features which help it stand out in a competitive peer group…
16 Jun
16 Jun