April 2024
Special report
Here comes the sun
Why the clouds are starting to clear for UK equities…
26 Apr
26 Apr
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 Apr
Strategy
Micro-managing
What opportunities exist in the smallest part of the UK market?
10 Apr
10 Apr
Head to head
Is ESG finished?
Two of our analysts debate whether it’s time to give up on ESG…
24 Apr
24 Apr
Blog
(Don’t) forget the price tag
With the dollar rallying once again, investors ignore foreign currency movements at their peril…
19 Apr
19 Apr
Blog
Inflationary trends
A higher US CPI print is indicative of lurking inflationary trends...
12 Apr
12 Apr
Trust Issues
The opportunity in Japan, with CCJI's Richard Aston - Podcast: Trust Issues #28
We discuss policy changes, small and mid-caps, and Richard's approach to valuations...
09 Apr
09 Apr
Features
Firing on both cylinders
Why Schroder Income Growth offers investors the best of both worlds…
26 Apr
26 Apr
Features
Bringing it home
Why investors are missing a trick by ignoring their home market…
26 Apr
26 Apr
Features
Building back: the great US infrastructure opportunity
The US government is determined to upgrade the country’s crumbling infrastructure. Spencer Adair, manager of The Monks Investment Trust discusses the firms set to benefit...
26 Apr
26 Apr
Features
The best of both worlds
Why Asia offers investors both income and capital growth…
26 Apr
26 Apr
Features
Schroder Japan Trust plc: Can the Japanese stock market continue to scale new heights?
Why now is a particularly exciting environment for active, high conviction stock pickers in the region...
26 Apr
26 Apr
Features
Income options for your 2024 ISA
The compelling alternatives to cash in today’s market environment
26 Apr
26 Apr
Features
Baillie Gifford China Growth Trust update
Sophie Earnshaw and Linda Lin, co-managers of the Baillie Gifford China Growth Trust, discuss events in China, provide a portfolio update and look at the areas of potential growth...
26 Apr
26 Apr
Features
Canadian dispersion
A normalisation of returns across North American equities may prove supportive of MCT…
19 Apr
19 Apr
Features
Uncorrelated and ex-China
BRFI provides many of the features emerging market investors typically look for…
09 Apr
09 Apr
News
Results analysis: NB Private Equity Partners
Robust performance and a tightening discount bode well for NBPE…
25 Apr
25 Apr
News
Fidelity Emerging Markets update, with Chair Heather Manners
In this short update, we speak to Heather Manners, Chair of Fidelity Emerging Markets (FEML)....
19 Apr
19 Apr
News
Results analysis: BH Macro
BH Macro rebounds in H2 of 2023…
10 Apr
10 Apr
News
Results analysis: Schroder BSC Social Impact
SBSI has demonstrated good resilience, yet the discount has widened…
10 Apr
10 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper…
26 Apr
26 Apr
Fund Research
Brunner
BUT has outperformed its composite benchmark for the fifth consecutive financial year…
24 Apr
24 Apr
Fund Research
Witan
Business as usual for WTAN’s executive team, while the board reviews investment management arrangements…
24 Apr
24 Apr
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets…
22 Apr
22 Apr
Fund Research
CC Japan Income & Growth
CCJI’s differentiated investment approach has led to sector-leading performance…
17 Apr
17 Apr
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers exposure to exciting growth companies in Japan…
17 Apr
17 Apr
Fund Research
Jupiter Green
JGC’s recovery is gathering momentum, but the discount has yet to react…
15 Apr
15 Apr
Fund Research
BlackRock World Mining
BRWM’s managers: we see all the classic signs of high commodity prices...
12 Apr
12 Apr
Fund Research
Schroder UK Mid Cap
Mid-caps have bounced back on the potential for rate cuts…
11 Apr
11 Apr
Fund Research
JPMorgan Asia Growth & Income
JAGI’s managers believe Asia is showing the green shoots of a recovery…
11 Apr
11 Apr
News
Results analysis: Schroder Japan
SJG continues to outperform the TOPIX Index, buoyed by good stock selection and an in vogue ‘value’ style of investing…
19 Apr
19 Apr
News
SONG announcement on recommended cash offer
The board of Hipgnosis Songs Fund agrees sale of whole portfolio…
19 Apr
19 Apr