September 2023
Blog
Pizza Tiger
You don’t need to reinvent the wheel to deliver good returns on your investment...
15 Sep
15 Sep
Blog
Plotting a soft landing
Alternatives have taken a beating over the past two years. We may not be through the shoals yet but some trusts offer both upside potential and downside protection…
08 Sep
08 Sep
News
Results analysis: BBGI Global Infrastructure
BBGI’s availability-style holdings proved robust in H1…
06 Sep
06 Sep
August 2023
Strategy
Should I stay, or should I go?
Re-appraising the invitation to the bond party…
09 Aug
09 Aug
Strategy
Isn’t it ironic?
Alternatives: not equities, not bonds, but a bit of both...
02 Aug
02 Aug
Fund Research
3i Infrastructure
3IN: keeping it real
10 Aug
10 Aug
Fund Research
GCP Infrastructure Investments
GCP: recycling capital helps reset the clock...
10 Aug
10 Aug
July 2023
Features
A true all rounder
How availability-style social infrastructure assets protect investors from inflation and rising interest rates while positively benefiting from both…
26 Jul
26 Jul
Fund Research
HICL Infrastructure
HICL’s portfolio continues to evolve, building foundations for dividend growth…
07 Jul
07 Jul
May 2023
Strategy
Alt-right or alt-wrong?
Infrastructure and renewables have moved from alternative to mainstream assets - what could be next..?
03 May
03 May
Events
Five alternatives for income investors
Watch the presentations from our event focused on trusts delivering income via a diverse range of strategies…
24 May
24 May
News
Flash update: JPMorgan Global Core Real Assets
JARA’s diversification should bring resilience in troubled markets…
10 May
10 May
Fund Research
BBGI Global Infrastructure
BBGI’s increased target dividends is underpinned by its inflation linkage…
19 May
19 May
April 2023
Strategy
Hope springs eternal
Far-fetched as it might seem, we imagine some scenarios where a UK government might actually do something useful – and the investment trusts that could benefit…
26 Apr
26 Apr
Blog
Hope for the best, expect the worst
Some trusts may help investors that don’t want to make bold predictions…
14 Apr
14 Apr
Blog
Blackstone reminds us to look below the bonnet
The acquisition of Industrials REIT reflects the nuance of alternative asset trusts…
06 Apr
06 Apr
News
Results analysis: BBGI Global Infrastructure
Last year’s performance shows why BBGI’s inflation linkage is so compelling…
03 Apr
03 Apr
December 2022
Features
Coming into its own
Infrastructure as an asset class holds considerable appeal for investors against a volatile backdrop for broader markets…
29 Dec
29 Dec
Fund Research
HICL Infrastructure
HICL’s portfolio continues to broaden but the shares have been de-rated...
16 Dec
16 Dec