April 2024
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
Features
Repurposing office real estate
Picton looks set to generate positive returns by repurposing some of its holdings…
09 Apr
09 Apr
Features
Edinburgh Worldwide Investment Trust’s vision on pioneering technologies
Discover how the Edinburgh Worldwide Investment Trust navigates the complexities of the modern investment landscape, embracing the challenges and opportunities presented by emerging technologies and market shifts...
05 Apr
05 Apr
March 2024
Features
Investing in a new recipe for weight loss: the rise of GLP-1 drugs
Baillie Gifford investment manager Ross Mathison discusses Danish pharmaceuticals company Novo Nordisk’s weight loss drug Wegovy and other related treatments and the growth opportunity they offer...
22 Mar
22 Mar
Features
Schroder AsiaPacific Fund plc: Why active investing works in Asia
How a consistent, disciplined investment approach can add value
22 Mar
22 Mar
Features
Don’t stop believing
Why the UK small-cap sector is ready to shake off its shackles after a tough few years…
20 Mar
20 Mar
Features
A head scratcher
BBGI’s high yield looks secure but the trust continues to trade at a wide discount…
19 Mar
19 Mar
Features
Schroder UK Mid Cap Fund plc: UK equities – what’s the catalyst?
Mid caps particularly well poised for a UK renaissance...
15 Mar
15 Mar
Features
Climeworks: digging deeper for climate solutions
Scottish Mortgage’s Lawrence Burns speaks to Christoph Gebald, CEO of Climeworks, about his company’s plans to scale up its direct air capture technology and why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today...
15 Mar
15 Mar
Features
Keystone Positive Change: the outlook for 2024 and beyond
In this webinar recording, Lee Qian, co-manager of the Keystone Positive Change Investment Trust, provides an update on investment performance and discusses the outlook for 2024 and beyond. Lee also explains the positive impact that companies within the portfolio are making...
08 Mar
08 Mar
Features
Behind the Trust: Schroder Real Estate Investment Trust
By formalising its investment policy to focus on sustainability and capitalise on mispricing, Schroder Real Estate Investment Trust is seeking to be the first mover within its sector to proactively respond to the UK’s Net Zero Carbon objectives to the potential benefit of both shareholder returns and the planet...
08 Mar
08 Mar
Features
Bouncing back to rude health
IBT is well-positioned to exploit the attractive valuations on offer in the biotech sector…
06 Mar
06 Mar
Features
Behind the trust: International Biotechnology Trust plc
Biotech companies stand to inject high returns and positive social impact into an investor’s portfolio and International Biotechnology Trust has an impressive track record of doing this with lower volatility than the index (NASDAQ Biotechnology Index), while paying a healthy dividend yield...
01 Mar
01 Mar
Features
Why the AI paradigm shift matters to growth investors
Recent advances in artificial intelligence could herald a period of radical change. Baillie Gifford investment manager Tom Slater considers how this affects growth investing and which companies might benefit...
01 Mar
01 Mar
February 2024
Features
Using unorthodox signals to spot the next big thing
How can investors spot large growth opportunities at the stage when others dismiss them as fads? Baillie Gifford investment manager Dave Bujnowski reveals how anthropology could help...
23 Feb
23 Feb
Features
Stock spotlight: Dexcom
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business...
23 Feb
23 Feb
Features
Waiting for the world to change
Closed-ended trusts are a simple way to access the attractive income and defensive potential of renewables infrastructure…
20 Feb
20 Feb
Features
Stock spotlight: Airbus
In our new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor...
16 Feb
16 Feb
Features
Edinburgh Worldwide Investment Trust: manager insights
Baillie Gifford’s Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust, provides an update on recent performance, observations on the market environment and why the team is optimistic about future returns...
16 Feb
16 Feb
Features
A bigger slice of pecan pie
The US deserves a higher allocation by UK investors, with BASC well-positioned to take advantage of depressed small-cap valuations…
09 Feb
09 Feb
Features
Stock spotlight: Ashtead
Jonathan Mills from Metropolis Capital talks about his conviction in the equipment rental firm, Ashtead, which supplies a wide range of plant and commercial equipment to companies in the UK, US and Canada...
07 Feb
07 Feb
January 2024
Features
From Athens to Almaty
FEML’s flexible approach to markets means the trust is well positioned for the year ahead…
31 Jan
31 Jan
Features
No going back
AIE’s bumper 2023 looks on track to continue into 2024…
26 Jan
26 Jan
Features
Baillie Gifford European Growth Trust: manager insights
Investment manager Chris Davies discusses performance, portfolio positioning and why the Trust continues to seek fast-growing companies that prioritise long-term growth over near-term profits. He also explains why the allocation to private companies is an important point of differentiation for the Trust...
26 Jan
26 Jan
Features
Keystone Positive Change Investment Trust: manager insights
Baillie Gifford’s Lee Qian provides an update on the Trust’s performance and holdings, how companies in the portfolio are contributing to a more sustainable future, and explains why an era of constrained financing could benefit strong growth companies...
26 Jan
26 Jan
Features
Staying the course
UKW may have a new co-manager in 2024 but the trust’s attractive qualities remain the same…
23 Jan
23 Jan
Features
Canada’s time to shine
MCT’s strong dividend growth and prospective rate cuts may result in the trust’s discount tightening in the year ahead…
23 Jan
23 Jan
Features
Moderna: from Covid vaccines to cancer cures
Five years from now, Moderna could be synonymous with personalised cancer vaccines, not Covid-19. Chief executive Stéphane Bancel talks with Scottish Mortgage manager Tom Slater about what can be achieved through programmable drug development...
19 Jan
19 Jan
Features
Leading the pack
With a more positive outlook for the biotech sector, IBT has proved its credentials in picking the winners…
19 Jan
19 Jan