April 2024
Features
Canadian dispersion
A normalisation of returns across North American equities may prove supportive of MCT…
19 Apr
19 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
03 Apr
03 Apr
March 2024
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
News
Results analysis: JPMorgan American
JAM continues to cement its position as a core US equity trust with another year of outperformance…
27 Mar
27 Mar
Fund Research
JPMorgan US Smaller Companies
JUSC: diversification and valuation opportunity in US smaller companies…
28 Mar
28 Mar
Fund Research
International Biotechnology
Ailsa Craig and Marek Poszepczynski are celebrating their first three years as managers of IBT…
18 Mar
18 Mar
February 2024
Video
Talking Trusts: An introduction to investing in biotech with International Biotechnology Trust
We talk about what IBT offers for investors looking for exposure to the biotech sector…
27 Feb
27 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
News
Results analysis: BlackRock Sustainable American Income
BRSA's reference index, the Russell 1000 Value Index, is at an historical low in valuation terms...
08 Feb
08 Feb
December 2023
Guides
Investing in US small caps with investment trusts
Closed-ended funds provide a simple way to access US smaller companies...
06 Dec
06 Dec
Blog
Is greed good?
With the Fear and Greed Index ending the year on a high, is investor optimism justified…?
22 Dec
22 Dec
Features
On a roll
Higher energy prices, strong balance sheets, and peak rates all look supportive of MCT’s energy holdings…
13 Dec
13 Dec
Fund Research
Brown Advisory US Smaller Companies
BASC’s manager believes low valuations may offer a starting point for long-term outperformance…
08 Dec
08 Dec
November 2023
Features
Growth waves: supporting companies, spotting opportunities
How can investors contribute to the success of the companies they back? The Baillie Gifford US Growth Trust’s Kirsty Gibson finds answers in the ocean...
17 Nov
17 Nov
Features
The inflation reduction act: one year on
The US’s vast climate change legislation programme is a year old. The team managing the BlackRock Sustainable American Income Trust says the Act is driving innovation in new transition technologies...
03 Nov
03 Nov
Fund Research
NB Private Equity Partners
NBPE is well positioned to take advantage of the changing dynamics in private equity…
13 Nov
13 Nov
September 2023
Trust Issues
A biotech bounce back? With IBT Manager Ailsa Craig - Podcast: Trust Issues #22
We talk the move to Schroders, managing risk, and reinvesting the proceeds of M&A activity...
28 Sep
28 Sep
News
Results analysis: NB Private Equity Partners
NBPE’s private portfolio has contributed to the trust’s performance during the period, while its strong realisation pipeline continues to deliver…
29 Sep
29 Sep
Fund Research
International Biotechnology
IBT managers’ unique approach set to continue at Schroders…
15 Sep
15 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC has outperformed its benchmark since Brown Advisory took the helm in 2021, but US smaller companies remain undervalued…
21 Sep
21 Sep
August 2023
Blog
We’re all going on a summer holiday
Sustained tourism demand has fund managers looking to the sector…
18 Aug
18 Aug
Trust Issues
Canada: lower valuations and attractive growth - Podcast: Trust Issues #21
We speak to MCT Manager Dean Orrico about the prospects for the equity income trust...
17 Aug
17 Aug
Fund Research
Personal Assets
PNL’s multi-asset portfolio may provide a safe haven in a volatile market…
22 Aug
22 Aug
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
22 Aug
22 Aug
May 2023
Features
The year ahead in US stock markets
Markets may have seen a short-lived rally in the latter part of 2022, but with tough economic conditions ahead, it is important to focus on those companies that can sustain their earnings, says Lisa Yang, manager of the BlackRock Sustainable American Income trust plc...
19 May
19 May
Fund Research
NB Private Equity Partners
NBPE’s portfolio has shown resilience during 2022…
24 May
24 May