January 2024
Features
Baillie Gifford Japan Trust: Manager Insights
Investment manager Matthew Brett discusses performance and why developments such as rising entrepreneurialism and progress in AI make for compelling growth opportunities in Japan...
12 Jan
12 Jan
Fund Research
Baillie Gifford Japan
Matthew Brett: Growth stocks are available at value stock multiples in Japan…
12 Jan
12 Jan
February 2023
Strategy
Lost in translation
We argue Japanese equities look attractive on both a short and long-term view…
15 Feb
15 Feb
Features
Permanent change versus temporary setback – A Japanese perspective
In this webinar recording Matthew Brett, the Baillie Gifford Japan Trust manager, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future.
10 Feb
10 Feb
Fund Research
JPMorgan Japanese
JFJ’s portfolio of high-growth businesses looks cheap as sentiment improves…
28 Feb
28 Feb
Fund Research
CC Japan Income & Growth
CCJI is an attractive ‘buy and hold’ strategy…
15 Feb
15 Feb
December 2022
Features
Baillie Gifford Japan Trust: Manager Insights
Matthew Brett, manager of the Baillie Gifford Japan Trust discusses performance and returns for 2022...
16 Dec
16 Dec
Fund Research
abrdn Japan
AJIT’s focus on quality Japanese companies could be a source of strong returns as the world’s economy goes through a period of de-globalisation…
21 Dec
21 Dec
October 2022
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
Features
Baillie Gifford Japan Trust Webinar
In this recent webinar, Matthew Brett, the Baillie Gifford Japan Trust Manager, outlines how the trust aims to capitalise on the country’s unique growth opportunities...
21 Oct
21 Oct
March 2022
Replay
Slides and Audio: Baillie Gifford Japan
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 16 March...
25 Mar
25 Mar
Fund Research
CC Japan Income & Growth
CCJI has outperformed its peers and the TOPIX index over the last 12 months, while offering a consistent source of income…
02 Mar
02 Mar
December 2021
Strategy
We are the (ESG) champions
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
08 Dec
08 Dec
Features
Baillie Gifford Japan Trust - Manager Insights
Lead manager of The Baillie Gifford Japan Trust, Matthew Brett, talks about the past year, the current positioning of the portfolio and the opportunities ahead...
17 Dec
17 Dec
Features
Japan’s changed landscape
Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, manager of The Baillie Gifford Japan Trust, discusses what’s next...
03 Dec
03 Dec
Fund Research
Baillie Gifford Japan
BGFD remains relentlessly focussed on long-term growth opportunities…
22 Dec
22 Dec