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
July 2020
Fund Research
Gabelli Value Plus+
Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer...
23 Jul
23 Jul
Fund Research
BlackRock Sustainable American Income
BRNA offers a 5% yield from a portfolio of high quality US companies…
09 Jul
09 Jul
December 2019
Fund Research
BlackRock Sustainable American Income
Since a management change in 2014, BRNA has been one of the great turnaround stories...
31 Dec
31 Dec
Fund Research
JPMorgan American
JAM offers a reinvigorated core US equity exposure, which should help to provide protection against any future rotation between value and growth…
10 Dec
10 Dec
Fund Research
North American Income
A differentiated source of equity income from a focused portfolio of US equities…
04 Dec
04 Dec
September 2019
Features
Where next for the US stock market?
25 Sep
25 Sep
June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Strategy
USA! USA. USA?
We discuss three possible scenarios for the US over the next year - and the trusts poised to prosper in each...
05 Jun
05 Jun
Fund Research
BlackRock Sustainable American Income
In the current volatile environment, this trust appears a stand out candidate for more cautious investors...
12 Jun
12 Jun
May 2019
Fund Research
JPMorgan American
JAM has been re-invigorated by a new manager set-up, due to take effect at the end of May 2019...
14 May
14 May
Fund Research
Baillie Gifford US Growth
Baillie Gifford US Growth (USA) launched in March of 2018, aiming to produce long-term capital growth through investing in listend and unlisted US equities...
14 May
14 May
October 2018
Strategy
The Trump effect
Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...
31 Oct
31 Oct
Fund Research
BlackRock Sustainable American Income
A diversified portfolio comprised mainly of US equities, BRNA produced almost double the return in NAV terms of the Russell 1000 Value index in 2017, and has comfortably outperformed the benchmark so far in 2018...
31 Oct
31 Oct
Fund Research
JPMorgan American
One of few trusts in this sector to have outperformed the benchmark over five, ten and fifteen years...
31 Oct
31 Oct
September 2018
Strategy
Artificial Alpha
While there are some signs that we may be finally seeing the froth come off the growth-led market, we think investors need to be highly selective in choosing value strategies...
19 Sep
19 Sep
Fund Research
Gabelli Value Plus+
Gabelli Value Plus+ Trust is a US equity trust differentiated through its active focus on undervalued companies across the market cap spectrum...
19 Sep
19 Sep
April 2018
Strategy
The $23.9 trillion dollar question*
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
26 Apr
26 Apr
Opinion
Baillie Gifford US Growth Trust Plc: In search of exceptional growth companies
Baillie Gifford explains the exciting rationale behind its first new investment trust launch since 1985...
20 Apr
20 Apr
Fund Research
JPMorgan American
A North American equity fund which has outperformed the benchmark, which is notoriously hard to beat, over five, ten and 15 years...
26 Apr
26 Apr
Fund Research
BlackRock Sustainable American Income
A large cap portfolio, focused on high quality companies, positioned for an inflationary environment with significant exposure to banks
26 Apr
26 Apr