May 2022
Features
Time to reappraise the ‘value’ approach?
After a tough decade, the environment for the value approach is improving, says Lisa Yang, Co-Manager of the BlackRock Sustainable American Income Trust plc. Is it time for investors to take note?
13 May
13 May
Fund Research
Middlefield Canadian Income
MCT allows investors to access a high-yielding market prospering from high commodity prices at an attractive discount…
12 May
12 May
April 2022
Strategy
Finding value in a haystack
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
27 Apr
27 Apr
Features
Baillie Gifford US Growth Trust: The long view
The US is home to fast-growing, disruptive and culturally unique companies. Watch this recent webinar recording to hear from fund managers Gary Robinson and Kirsty Gibson as they discuss growth investing in the US and the businesses that are driving structural change across sectors worldwide...
29 Apr
29 Apr
Fund Research
JPMorgan American
JAM’s blended approach to US equities has allowed it to outperform in a very difficult market…
05 Apr
05 Apr
March 2022
Head to head
You say tomato…
Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach...
30 Mar
30 Mar
Replay
Slides and Audio: BlackRock Sustainable American Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 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
Fund Research
BlackRock Sustainable American Income
BRSA’s new sustainable approach to US value investing represents a highly distinct strategy…
15 Dec
15 Dec
November 2021
Strategy
Holding back the tears
While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…
24 Nov
24 Nov
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
October 2021
Strategy
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
20 Oct
20 Oct
Features
Baillie Gifford US Growth Trust – Manager Insights
The ways we work, play, study, shop and seek healthcare have changed during the pandemic, prompting new investments by the Baillie Gifford US Growth Trust, as co-manager Kirsty Gibson details...
01 Oct
01 Oct
Fund Research
JPMorgan American
JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…
06 Oct
06 Oct
July 2021
Opinion
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
28 Jul
28 Jul
Fund Research
BlackRock Sustainable American Income
Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….
20 Jul
20 Jul
April 2021
Strategy
FAANGs for the memories
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
22 Apr
22 Apr
Features
Baillie Gifford US Growth Trust Webinar
Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust. Capital at risk.
09 Apr
09 Apr
March 2021
Head to head
East End boys and West End girls
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
31 Mar
31 Mar
Fund Research
JPMorgan American
JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…
31 Mar
31 Mar
February 2021
Features
Investing in a changing world
The global economy is slowly recovering from the havoc wrought by COVID-19. Market leadership is changing and there is greater clarity on the future. Tony DeSpirito, Co-Manager of the BlackRock North American Income Trust plc, explains how the portfolio is being managed through these turbulent times...
24 Feb
24 Feb
News
Results analysis: BlackRock North American Income
With a strong start to the year, BRNA has a number of catalysts to drive performance in 2021 and an attractive yield of 4.7%...
12 Feb
12 Feb
December 2020
Strategy
What the illuminati don’t want you to know
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
30 Dec
30 Dec
Strategy
2020 Hindsight
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
30 Dec
30 Dec
Strategy
What the Dickens!
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
23 Dec
23 Dec
September 2020
Replay
Slides and Audio: BlackRock North American Income
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
Fund Research
JPMorgan American
In what has been a challenging year for investors, the benefits of JAM’s new approach are coming to the fore…
01 Sep
01 Sep