November 2021
Events
Fantastic growth funds (and where to find them)
We found them in India, Japan, frontier markets, healthcare and the global sector – and here they are…
10 Nov
10 Nov
Replay
Slides and Audio: Baillie Gifford Shin Nippon
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
10 Nov
10 Nov
Fund Research
AVI Japan Opportunity
AJOT’s concentrated, highly active approach to Japanese small caps has led it to generate strong outperformance over the last 12 months…
26 Nov
26 Nov
October 2021
Features
The long-term trends driving Japan forward
The highly experienced team at J.P. Morgan think three key themes could generate consistent returns for investors in the region in the years to come…
19 Oct
19 Oct
Fund Research
Aberdeen Japan
AJIT trades on a wide discount despite recent strong performance…
13 Oct
13 Oct
September 2021
Head to head
Slings and arrows
Our analysts argue over whether it’s better to take arms against volatility in a portfolio, or to simply suffer it…
29 Sep
29 Sep
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers the unique combination of Japanese quality growth stocks with a strong income provision, while also trading on an attractive discount…
29 Sep
29 Sep
Fund Research
JPMorgan Japanese
JFJ trades at an attractively wide discount, and this could be a chance to ‘buy the dip’…
22 Sep
22 Sep
August 2021
Fund Research
CC Japan Income & Growth
CCJI has recently outperformed its peers and benchmark, while still being the highest-yielding trust in its sector…
18 Aug
18 Aug
Fund Research
Schroder Japan Growth
As the most value-exposed trust in its sector, SJG has been a clear beneficiary of the reflationary rally…
05 Aug
05 Aug
June 2021
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
News
Results analysis: JPMorgan Japan Small Cap Growth & Income
JSGI generated returns far in excess of its benchmark over its 2021 financial year. Thanks to its dividend policy JSGI also offers the highest yield in the sector….
23 Jun
23 Jun
May 2021
Strategy
Vive la revolution
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
05 May
05 May
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
Features
A distinct blend: sourcing income and growth in Japan
While traditionally investing has focused on income or growth, the unique structure of investment trusts can offer investors high growth and an income in one package – and in differentiated markets too…
18 May
18 May
Features
Baillie Gifford Shin Nippon – Manager Insights
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies. Capital at risk.
14 May
14 May
Features
Japan from a distance
Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains why distance needn’t mean disadvantage.
12 May
12 May
Fund Research
Baillie Gifford Shin Nippon
BGS offers a portfolio of Japan’s fastest-growing and most disruptive companies and has generated sector-leading performance…
12 May
12 May
April 2021
Features
Tomorrow’s giants: why Japan is the next global technology hub
With the FAANGs floundering at the turn of this year, investors have been challenged by the dominance of Silicon Valley-centred stocks in their portfolios. Turning their investment lens Eastward could reveal world-leading technology opportunities...
14 Apr
14 Apr
Fund Research
AVI Japan Opportunity
AJOT’s policy of active engagement means it is primed to capitalise on Japan’s incoming governance reforms…
28 Apr
28 Apr
March 2021
Strategy
Strength in depth
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
03 Mar
03 Mar
REPLAY
Slides and Audio: JPMorgan Japan Small Cap Growth & Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
04 Mar
04 Mar
Fund Research
JPMorgan Japanese
JFJ continues to be at the heart of Japan’s new growth, with a portfolio of quality growth stocks that has delivered long term outperformance…
31 Mar
31 Mar
Fund Research
CC Japan Income & Growth
Offering the highest yield in the sector, CCJI focusses on quality Japanese companies capitalising on corporate reforms...
16 Mar
16 Mar
December 2020
Strategy
Can you teach an old dog new tricks?
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
02 Dec
02 Dec
Features
Japan's Great Wave of Change
In Japan, crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon, talks about the upstarts making inroads...
02 Dec
02 Dec
October 2020
Events
Alternatives for Income Investors
Slides and audio from our event focused on alternative routes to a reliable income…
01 Oct
01 Oct
Fund Research
AVI Japan Opportunity
AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...
07 Oct
07 Oct