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
February 2019
Strategy
A marathon not a sprint
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long-term capital growth...
27 Feb
27 Feb
Strategy
Sweet treats
Eight trusts with the potential for strong returns, currently sitting on unusual discounts...
13 Feb
13 Feb
Strategy
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
06 Feb
06 Feb
Fund Research
Henderson Far East Income
Henderson Far East Income aims to generate a rising dividend stream from equities in Asia. The trust currently yields 6.3%...
19 Feb
19 Feb
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
June 2018
Fund Research
Still waters run deep
UK equity income trusts trade at a discount to their global-equity-income-focused counterparts, yet our research suggests this could be unjustified...
13 Jun
13 Jun
Strategy
A winning combination
New research from Cass Business school helps explain why closed-ended funds have outperformed their open-ended peers in the major equity sectors since 2000...
27 Jun
27 Jun
Fund Research
Lowland
An idiosyncratic stockpicking fund managed by industry veteran James Henderson with an 'all-cap' approach...
13 Jun
13 Jun
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
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 EuroTrust
This fund has the longest-tenured manager in the sector, with an impressive consistency of outperformance of the benchmark...
30 May
30 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
January 2018
Income
An unhealthy addiction?
We analyse just how much global equity income managers rely on UK stocks to fund their dividends to investors...
12 Jan
12 Jan
Fund research
Henderson International Income
A value-orientated portfolio of global dividend-paying equities that deliberately avoids the UK stocks...
12 Jan
12 Jan