July 2022
Head to head
Has the comeback begun?
Our analysts debate whether the market has fully priced in the current inflation and looming recession…
27 Jul
27 Jul
Fund Research
Henderson EuroTrust
HNE’s fund manager has doubled down on high-quality companies in the recent market rout, with the trust trading on a wide discount…
08 Jul
08 Jul
September 2021
Strategy
What next for European equities?
After a strong period for European equity markets, we ask whether this trend can continue…
09 Sep
09 Sep
Events
Now that's what I call a discount 2021!
For the second year running we examine trusts on discounts which, in our view, don't make sense...
23 Sep
23 Sep
October 2020
Strategy
Nice guys finish first
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
15 Oct
15 Oct
Fund Research
Henderson EuroTrust
HNE has outperformed in each of the three phases in markets this year, yet trades on a discount of 9.3%...
28 Oct
28 Oct
December 2019
Strategy
The squeeze continues: how trust costs keep falling
As pressure on costs remains, we reveal which trusts have achieved the most significant reductions in 2019….
18 Dec
18 Dec
Fund Research
Henderson EuroTrust
The new manager is now outperforming, meaning HNE’s current discount is an interesting proposition…
12 Dec
12 Dec
April 2019
Strategy
Nothing compares to EU
Currently one of the financial world's most unloved regions, we look at the sectors that are unique to Europe and how the persistent pessimism has presented attractive opportunities…
24 Apr
24 Apr
Strategy
Nice guys finish first
We review the rise of ESG, its impact on investment trusts, and the various ways ESG has evolved in the trust world...
03 Apr
03 Apr
Fund Research
Henderson EuroTrust
Henderson EuroTrust (HNE) has a strong track record and the new manager shares all the hallmarks of his predecessor...
24 Apr
24 Apr
November 2018
Strategy
Every cloud...
The endless grinding negativity of Brexit has driven investors away from Europe in scores, but some managers see rich pickings for those willing to take the risk...
28 Nov
28 Nov
Strategy
The Great British Buffett
New research claims to have identified the secret of Warren Buffett's success; we apply similar principles to find fund managers in the UK with similar characteristics...
07 Nov
07 Nov
Fund Research
Henderson EuroTrust
Having had the longest-tenured manager in the sector, a new manager is taking the reins and making some subtle changes to the portfolio.
26 Nov
26 Nov
May 2018
Strategy
Forza Italia!
Recent weeks have seen Italy's rocky relationship with the EU thrust into the spotlight once again, but apart from fresh volatility - how much has really changed?
30 May
30 May
Fund Research
Henderson EuroTrust
This fund has the longest-tenured manager in the sector, with an impressive consistency of outperformance of the benchmark...
30 May
30 May