February 2024
Strategy
Range anxiety
We look at what context we can gain from ten years of discount analysis…
07 Feb
07 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
Blog
Protecting against the unknown
Accepting that prediction making is flawed makes life easier for investors…
09 Feb
09 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
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
News
Results analysis: BlackRock Energy and Resources Income
BERI has been building up exposure to cheap energy transition companies…
01 Feb
01 Feb
Fund Research
BH Macro
BHMG’s differentiated proposition is made yet more attractive given the 11% discount to NAV…
14 Feb
14 Feb
Fund Research
Global Smaller Companies
GSCT has delivered sector-leading performance over three years…
09 Feb
09 Feb
January 2024
Strategy
Definitely maybe
Fund flows and discounts may shed some light on a once-in-a-generation opportunity…
10 Jan
10 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
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
Features
Monks Investment Trust: a three-dimensional approach to growth
The nature of growth is changing. Baillie Gifford’s Spencer Adair describes how shifts in the investment landscape are affecting the portfolio and explains how his team aims to benefit from holding three different company types...
12 Jan
12 Jan
News
Results analysis: Majedie Investments
MAJE’s highly differentiated portfolio offers investors a diversified source of returns…
02 Jan
02 Jan
Fund Research
Keystone Positive Change
KPC offers high return potential from a portfolio aligned to key social goals…
24 Jan
24 Jan
Fund Research
JPMorgan Global Core Real Assets
Prospective returns on the real assets sectors JARA invests in have been written up…
24 Jan
24 Jan
Fund Research
Invesco Select: Global Equity Income
IVPG’s proposed merger with IVPU will bring with it the inherent benefits of scale…
23 Jan
23 Jan
Fund Research
Taylor Maritime Investments
TMI’s fleet is younger and leaner post-acquisition…
16 Jan
16 Jan
Fund Research
Smithson
SSON’s historically wide discount may offer a good entry point for long-term investors…
10 Jan
10 Jan
December 2023
Features
HelloFresh: changing how people eat forever
Scottish Mortgage’s Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste and providing hassle-free meal options for consumers...
22 Dec
22 Dec
Features
Growth companies shaping our tomorrow
Citywire’s Richard Lander chats with Baillie Gifford’s Douglas Brodie, manager of the Edinburgh Worldwide Investment Trust, about his approach, businesses in the portfolio, opportunities and emerging themes such as artificial intelligence...
22 Dec
22 Dec
Features
Successfully passing the litmus test
BBGI’s resilient investment strategy has held water in a tough period for infrastructure investors…
22 Dec
22 Dec
Features
Do obesity drugs have short legs?
BBH’s portfolio seems to offer stronger fundamentals than the hype elsewhere would suggest…
15 Dec
15 Dec
Features
NVIDIA: Accelerating AI
NVIDIA’s co-founder Jensen Huang is Silicon Valley’s longest-serving chief executive. But his greatest impact may still be ahead of him, as Scottish Mortgage’s Claire Shaw explains
15 Dec
15 Dec
News
Results analysis: Jupiter Green
Despite challenging market conditions this year, JGC sees a brighter outlook ahead…
19 Dec
19 Dec
Fund Research
Fidelity Emerging Markets
FEML’s truly active approach and go-anywhere mandate differentiate it from peers in the sector…
27 Dec
27 Dec
Fund Research
Murray International
MYI’s diversified approach may offer stability in an uncertain environment...
22 Dec
22 Dec