April 2024
Strategy
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
17 Apr
17 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
Features
The Brandtech Group: masters of modern marketing
While every company is now clamouring to integrate AI into its offering, digital marketing agency The Brandtech Group has a nine-year head start. Founder and CEO David Jones tells Scottish Mortgage’s Lawrence Burns how he plans to stay ahead of the curve...
05 Apr
05 Apr
News
Results analysis: BH Macro
BH Macro rebounds in H2 of 2023…
10 Apr
10 Apr
News
Results analysis: Schroders Capital Global Innovation
Recent corporate activity could indicate INOV’s new strategy is working…
05 Apr
05 Apr
News
Results analysis: BBGI Global Infrastructure
BBGI offers long term income and capital growth and, on the current wide discount, could be an interesting option for those seeking exposure to infrastructure assets…
03 Apr
03 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
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
CT Global Managed Portfolio
Easing rates may act as a catalyst for CMPG’s and CMPI’s underlying holdings to re-rate…
09 Apr
09 Apr
Fund Research
AVI Global
AGT’s increasing focus on idiosyncratic opportunities may offer a good source of diversification…
02 Apr
02 Apr
March 2024
Guides
Investing in commodities with investment trusts
How investment trusts can provide investors with access to the high-growth commodities sector…
28 Mar
28 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
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
Bouncing back to rude health
IBT is well-positioned to exploit the attractive valuations on offer in the biotech sector…
06 Mar
06 Mar
News
Results analysis: BlackRock World Mining
BRWM: Green demand is supporting commodity prices while China is weak…
18 Mar
18 Mar
News
Video update: Alliance Trust annual results
Willis Towers Watson global CIO Craig Baker discusses the trust's strong results for its latest financial year...
07 Mar
07 Mar
News
Flash update: Hipgnosis Songs
Update following most recent announcement...
07 Mar
07 Mar
News
Results analysis: Bellevue Healthcare
Reviewing a tough financial year, but the last three months give grounds for optimism...
05 Mar
05 Mar
Fund Research
Allianz Technology Trust
ATT offers significantly discounted exposure to the technology sector…
26 Mar
26 Mar
Fund Research
Bellevue Healthcare
BBH could be poised for strong performance as the rate cycle eases…
21 Mar
21 Mar
Fund Research
Ruffer Investment Company
RICA’s tough 2023 followed a stellar 2022…
06 Mar
06 Mar
February 2024
Guides
Investing in biotechnology with investment trusts
How investment trusts can provide investors with access to the high-growth biotech sector…
27 Feb
27 Feb
Trust Issues
Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
14 Feb
14 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
Fund Research
BH Macro
BHMG’s differentiated proposition is made yet more attractive given the 11% discount to NAV…
14 Feb
14 Feb