December 2022
Strategy
Reasons to be cheerful
We find reasons to be cheery this Christmas in the long-term trends which are going to transform society and generate returns…
21 Dec
21 Dec
Features
Scottish Mortgage Investment Trust: Manager Update
Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook...
09 Dec
09 Dec
Fund Research
Witan
Short-term challenges do nothing to dim the long-term prospects for Witan…
30 Dec
30 Dec
Fund Research
AVI Global
AGT’s double discount is around the widest it has been since the aftermath of the 2008 crisis…
12 Dec
12 Dec
November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Events
Light at the end of the tunnel
Our speakers struck an optimistic note this week as we considered the prospects for investors at the end of a difficult year…
10 Nov
10 Nov
Replay
Slides and Audio: Brunner
Download the presentation and listen to the audio from our webinar from 8 November...
10 Nov
10 Nov
Replay
Slides and Audio: Martin Currie Global Portfolio
Download the presentation and listen to the audio from our webinar from 4 November...
07 Nov
07 Nov
Features
Scottish Mortgage stock stories: Redwood Materials
The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth investing in...
25 Nov
25 Nov
Features
Scottish Mortgage Investment Trust: Museum of Progress
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns explain more...
11 Nov
11 Nov
Features
For Monks Investment Trust, diversity beats adversity
Having a varied portfolio, with holdings from software companies to renewable energy specialists, helps navigate volatility according to Spencer Adair, manager of Monks Investment Trust...
11 Nov
11 Nov
October 2022
Strategy
Money for nothing
Debt measured at fair value has had a positive impact on NAV returns for a number of investment trusts this year...
26 Oct
26 Oct
Replay
Slides and Audio: Alliance Trust
Download the presentation and listen to the audio from our 'What next for global equities?' webinar from 29 September...
03 Oct
03 Oct
Fund Research
Scottish Mortgage
SMT’s discount may prove attractive for a long-term investor willing to accept the ups and downs of a high growth strategy…
18 Oct
18 Oct
September 2022
Features
Monks Investment Trust: Manager Insights
Investment specialist Jon Henry discusses changes to the portfolio, the impact of inflation on recent performance and how market volatility can lead to positive outcomes for active stock pickers...
02 Sep
02 Sep
Fund Research
F&C Investment Trust
FCIT has provided consistent performance in an uncertain market environment…
27 Sep
27 Sep
Fund Research
Keystone Positive Change
KPC is a stand out option for investors seeking to have a positive impact on the world in line with ESG concerns…
21 Sep
21 Sep
Fund Research
Alliance Trust
ATST’s diverse core equity offering has outperformed its peers in today’s bear market...
07 Sep
07 Sep
August 2022
Strategy
The world for sale
While investment trusts are lagging their open-ended cousins in the global sector, their discounts may provide an attractive entry point...
17 Aug
17 Aug
Fund Research
Mid Wynd International
MWY’s flexible approach has proven relatively resilient compared to its global equity focused peers…
31 Aug
31 Aug
Fund Research
Witan
WTAN’s differentiated approach remains attractive despite short term performance challenges…
03 Aug
03 Aug
July 2022
Strategy
Ready player one
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
13 Jul
13 Jul
Features
Scottish Mortgage Investment Trust: Manager Insights
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that Scottish Mortgage sticks to its investment philosophy...
22 Jul
22 Jul
News
Results analysis: Alliance Trust
ATST’s half year results have demonstrated the benefits of its highly diversified approach to active management…
28 Jul
28 Jul
June 2022
Features
Baillie Gifford Monks Investment Trust: Growth investing in a changing world
In this recent webinar, manager of the Monks Investment Trust, Spencer Adair, outlines how the trust seeks to harness growth in an ever-changing world...
17 Jun
17 Jun
Features
The digital classroom
Technology is making education more accessible and relevant. Thaiha Nguyen, an investment manager with Keystone Positive Change Investment Trust and the Baillie Gifford Positive Change Fund, explores the companies changing the way we learn...
10 Jun
10 Jun
May 2022
Strategy
Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
18 May
18 May
Features
Casting the net wider
Growth stocks are becoming more diverse, meaning stock-pickers need to embrace the unfamiliar, Spencer Adair, manager of The Monks Investment Trust, tells Ian McGugan...
06 May
06 May
Features
Future impact
What does the next decade have in store for impact investing? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, tell Iona Bain about four big areas that could solve some of the world’s toughest challenges...
06 May
06 May
Fund Research
Brunner
BUT trades at an attractive discount despite ranking as one of the top-performing global equity trusts over the past 12 months…
11 May
11 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
Edinburgh Worldwide Investment Trust: Growth companies shaping our tomorrow
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent uniquely differentiated and scalable technology-led opportunities over the coming decade and beyond...
29 Apr
29 Apr