April 2024
Blog
Inflationary trends
A higher US CPI print is indicative of lurking inflationary trends...
12 Apr
12 Apr
News
Results analysis: Schroder BSC Social Impact
SBSI has demonstrated good resilience, yet the discount has widened…
10 Apr
10 Apr
Fund Research
CT Global Managed Portfolio
Easing rates may act as a catalyst for CMPG’s and CMPI’s underlying holdings to re-rate…
09 Apr
09 Apr
January 2024
News
Results analysis: Majedie Investments
MAJE’s highly differentiated portfolio offers investors a diversified source of returns…
02 Jan
02 Jan
Fund Research
JPMorgan Global Core Real Assets
Prospective returns on the real assets sectors JARA invests in have been written up…
24 Jan
24 Jan
November 2023
Strategy
Back to basics
Higher rates mean re-visiting portfolio construction...
01 Nov
01 Nov
Events
Don’t Panic!
Our analysts look for value against a backdrop of bombed out investment trust discounts…
17 Nov
17 Nov
Fund Research
MIGO Opportunities
Manager Nick Greenwood argues current investment trust discounts present a once-in-a-generation opportunity…
29 Nov
29 Nov
October 2023
Strategy
We’re going to need a bigger boat...
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
News
Results analysis: Schroder BSC Social Impact
SBSI’s NAV has remained resilient, and improved income generation has allowed the board to raise dividend guidance…
30 Oct
30 Oct
September 2023
Fund Research
Schroder BSC Social Impact
Recent activity has demonstrated the resilience of SBSI’s approach to impact investing…
26 Sep
26 Sep
Fund Research
CT Global Managed Portfolio
Attractive valuations across growth markets offer a good opportunity for CMPG/CMPI investors…
07 Sep
07 Sep
July 2023
Strategy
Simply the Best
Investing in high quality companies was a successful strategy for many years, but has its time passed?
19 Jul
19 Jul
Strategy
Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
12 Jul
12 Jul
Features
Investing for impact in social housing
The unique attractions of the UK’s social housing market...
14 Jul
14 Jul
June 2023
Blog
Known unknowns
How should investors prepare for a prospective economic downturn?
16 Jun
16 Jun
Fund Research
Schroder Asian Total Return
ATR’s Chinese underweight has set it apart from peers…
14 Jun
14 Jun
Fund Research
Ruffer Investment Company
RICA is available on a small discount for the first time in years…
13 Jun
13 Jun
March 2023
Fund Research
RIT Capital Partners
RCP’s recent performance - for good and bad - has been driven by private investments…
22 Mar
22 Mar
Fund Research
abrdn Diversified Income & Growth
ADIG’s significant discount may present a good opportunity to access a diverse range of high-quality, good value investment opportunities…
21 Mar
21 Mar
December 2022
Events
Beyond the Rubicon
Our first live event since March 2020 saw three fund managers describing their different perspectives on a vastly-changed investment landscape…
15 Dec
15 Dec
Fund Research
CT Global Managed Portfolio
The flexibility of a dual-share class strategy can provide a core solution for long-term investors…
14 Dec
14 Dec
Fund Research
Invesco Select: Balanced Risk Allocation
Despite a challenging period in 2022 so far, IVPB’s 17% discount looks anomalous…
14 Dec
14 Dec