November 2023
Events
Don’t Panic!
Our analysts look for value against a backdrop of bombed out investment trust discounts…
17 Nov
17 Nov
Events
Once more into the breach?
With yawning discounts across the board, some sectors have been hit harder than others - our analysts think there could be value there for those with the sangfroid to fight for it...
08 Nov
08 Nov
Features
Think inside the box
While private equity can sometimes lack transparency, it’s worth understanding what is going on inside these trusts to drive performance…
17 Nov
17 Nov
April 2023
Strategy
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
News
Results analysis: NB Private Equity Partners
2022 saw a resilient underlying performance from NBPE’s private investments…
26 Apr
26 Apr
March 2023
Strategy
Good vibrations
We identify some sectors with structural discounts we think could close over time…
22 Mar
22 Mar
Blog
ISA Event: And now for something completely different
Everything you wanted to know about alternatives (but were afraid to ask)...
31 Mar
31 Mar
Features
Tapping into the potential of the US midmarket
US mid-caps punch above their weight, and listed private equity trusts such as NBPE aim to tap into their potential…
15 Mar
15 Mar
March 2022
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 Mar
Features
A differentiated approach to building long-term value
When it comes to choosing a private equity manager, it is vital to choose carefully...
23 Mar
23 Mar
Features
The under-explored power of listed private equity
Private equity remains off piste for most investors despite its potential appeal as a core holding…
09 Mar
09 Mar
November 2021
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Features
Is your portfolio an ‘80s throwback?
Private equity investment trusts could add valuable diversification to private investors portfolios, which often still resemble old fashioned 60/40 strategies…
10 Nov
10 Nov
News
Flash update: NB Private Equity Partners
October NAV from NBPE shows continued momentum…
22 Nov
22 Nov
September 2021
Strategy
Even better than the real thing
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
23 Sep
23 Sep
Strategy
Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
15 Sep
15 Sep
News
Flash update: NB Private Equity Partners
NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…
20 Sep
20 Sep