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
Session
Henderson Opportunities and Invesco Perpetual UK Smaller Companies
Recorded
17 Nov 2023
Recorded
17 Nov 2023
July 2021
Strategy
Grade inflation
We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…
14 Jul
14 Jul
Events
London Calling
UK equities represent a ‘once in a generation’ opportunity for investors according to the managers who joined us to discuss the outlook at our event last week…
08 Jul
08 Jul
Replay
Slides and Audio: Henderson Opportunities Trust
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
Replay
Slides and Audio: Roundtable - The outlook for UK plc
Download the presentation and listen to the audio from our first roundtable discussion with James Henderson, James de Uphaugh and Rory Bateman...
07 Jul
07 Jul
June 2021
Strategy
Time to back Britain?
After a challenging period for the United Kingdom, we wonder if it could be the most exciting market on a five-year view…
23 Jun
23 Jun
Event
Cool Britannia?
Join the team at Kepler Trust Intelligence and six leading UK fund managers as we examine the prospects for UK equities with COVID in retreat and Brexit uncertainty finally behind us…
09 Jun
09 Jun
Fund Research
Henderson Opportunities
Despite strong outperformance, HOT’s shares have moved to a substantial discount…
30 Jun
30 Jun
May 2018
Strategy
Backing Blighty
We consider the outlook for UK equities as they endure their Brexit induced 'darkest hour'...
23 May
23 May
Fund Research
Henderson Opportunities
Henderson Opportunities Trust aims to outperform the FTSE All Share by investing across the market cap spectrum...
23 May
23 May
August 2017
Strategy
Carpe Discount…
We analyse just how much discount movements have on shareholder returns in the AIC UK All Companies sector...
02 Aug
02 Aug
Fund Research
Fidelity Special Values
A contrarian investment trust with a highly experienced manager investing in UK and international equities with a mid cap bias...
02 Aug
02 Aug
June 2017
Strategy
Brave new world
We find out how the outlook appears today to you, and ask the top managers in each sector, region and asset class where they see the opportunities in it...
29 Jun
29 Jun
Strategy
MAYDAY!
As the Conservative party founders, we examine the impact of last week’s disastrous election on trusts...
12 Jun
12 Jun
Strategy
Omnishambles...
Given the huge levels of political-induced uncertainty, we analyse recent drivers and themes within the UK equity market ahead of the upcoming election
07 Jun
07 Jun
Fund Research
Henderson Opportunities
A UK growth focused investment trust which invests in companies of all sizes, managed with a contrarian approach by an experienced manager with benchmark-agnostic, high conviction attitude…
06 Jun
06 Jun
April 2017
Strategy
Video: The Bankers Investment Trust
Fund manager Alex Crooke explains his approach to managing money...
20 Apr
20 Apr
Fund Research
Mercantile
We examine one of the oldest and largest trusts in the sector, with a strong track record and a well resourced management team, after the release of its results...
21 Apr
21 Apr