September 2021
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
Fund Research
Aberdeen Standard Equity Income
ASEI has had a strong twelve months as the macro shifts in its favour...
15 Sep
15 Sep
Fund Research
Asia Dragon
DGN offers core exposure to high quality Asian companies and trades on a wide discount…
09 Sep
09 Sep
Fund Research
UK Commercial Property REIT
UKCM is in a strong position to take advantage of post-pandemic opportunities...
09 Sep
09 Sep
June 2021
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
REPLAY
Slides and Audio: Masterclass in Private Equity investing
Watch the replay of our roundtable teach-in led by William Heathcoat Amory, head of research at Kepler Trust Intelligence...
09 Jun
09 Jun
March 2021
Strategy
After the storm
We look at the outlook for dividends in the UK commercial property sector and consider how the portfolio of the future will look after COVID…
17 Mar
17 Mar
Strategy
Strength in depth
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
03 Mar
03 Mar
Replay
Slides and Audio: Shires Income / Murray Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
Replay
Slides and Audio: Standard Life Investments Property Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
04 Mar
04 Mar
REPLAY
Slides and Audio: Aberdeen Standard Asia Focus
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
04 Mar
04 Mar
Head to head
East End boys and West End girls
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
31 Mar
31 Mar
News
Results analysis: Aberdeen Smaller Companies Income
Reporting results for the year ending 31 Dec 2020, ASCI remains a solid trust on a significant discount to peers…
22 Mar
22 Mar
Fund Research
UK Commercial Property REIT
UKCM has weathered the pandemic, and now has cash to invest for income growth…
30 Mar
30 Mar
February 2021
Fund Research
Asia Dragon
DGN has returned to form with strong five-year performance despite extremely volatile markets…
24 Feb
24 Feb
Fund Research
Aberdeen Standard Asia Focus
AAS’s quality approach to Asian small caps saw it outperform after the last two global crises…
04 Feb
04 Feb
December 2020
Strategy
Can you teach an old dog new tricks?
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
02 Dec
02 Dec
Fund Research
Aberdeen Smaller Companies Income
Aberdeen Smaller Companies Income (ASCI) has generated outperformance since the change of strategy and currently offers a 2.8% yield…
09 Dec
09 Dec