October 2022
Head to head
European equities: Oui ou non?
Our analysts go head to head on the prospects for investors looking to the continent for prospective investments...
05 Oct
05 Oct
Features
Cold winter, bright future
JEGI is well positioned to benefit from any long-term improvement in Europe’s fortunes…
20 Oct
20 Oct
September 2022
Events
Mind the gap
While chaos reigns in the short-term for markets, some investors see a growing disconnect between prices and reality...
28 Sep
28 Sep
Replay
Slides and Audio: BlackRock Greater Europe
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
28 Sep
28 Sep
Replay
Slides and Audio: Baillie Gifford European Growth
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
28 Sep
28 Sep
Fund Research
Henderson European Focus Trust
HEFT has generated good recent performance, and trades at an attractive discount…
07 Sep
07 Sep
July 2022
Features
Baillie Gifford: Which European country is driving innovation?
In the latest episode of Short Briefings on Long Term Thinking, Baillie Gifford’s Stephen Paice explains how Sweden tops the charts for original thinking and innovation...
22 Jul
22 Jul
Fund Research
BlackRock Greater Europe
BRGE’s consistent approach and discount offer a chance to ‘buy the dip’…
22 Jul
22 Jul
Fund Research
Henderson EuroTrust
HNE’s fund manager has doubled down on high-quality companies in the recent market rout, with the trust trading on a wide discount…
08 Jul
08 Jul
June 2022
Features
Europe: opportunities for active investors amid volatility
The European economy may be weakening, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc, but great European companies can thrive in all conditions...
17 Jun
17 Jun
Features
The devil is in the details
JEGI has made some very favourable changes for shareholders…
10 Jun
10 Jun
News
Results analysis: JPMorgan European Growth & Income
Major structural changes will make JEGI an appealing core holding for investors of all stripes…
14 Jun
14 Jun
Fund Research
European Opportunities
EOT’s wide discount in historic terms may be an opportunity…
15 Jun
15 Jun
May 2022
Strategy
Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
18 May
18 May
News
Results analysis: Henderson European Focus Trust
HEFT has shown strong resilience despite the headwinds facing Europe, thanks to a committed valuation discipline…
25 May
25 May
April 2022
Features
Baillie Gifford European Growth Trust - Growth Investing in Europe
In this recent webinar, co-manager Stephen Paice discusses why the case for owning growing, innovative companies is getting stronger for BGEU despite a rough period for growth investors the world over. Stephen also outlines growth investor opportunities in Europe and answers viewer questions...
14 Apr
14 Apr
Fund Research
JPMorgan European Growth & Income
The newly established JEGI offers investors an attractive combination of a high dividend with a core European equity portfolio…
08 Apr
08 Apr
February 2022
Features
Baillie Gifford European Growth Trust - Manager Insights
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook...
18 Feb
18 Feb
Fund Research
Henderson European Focus Trust
HEFT’s stylistic balance has allowed it to outperform over myriad market environments, yet it trades at an attractive discount…
02 Feb
02 Feb
December 2021
News
Results analysis: Henderson European Focus Trust
HEFT has delivered solid NAV returns this year, and shareholder returns have been buoyed by a closing discount…
08 Dec
08 Dec
Fund Research
BlackRock Greater Europe
BRGE continues to rank as the best performing European trust, with the team remaining unphased by near-term market risks…
29 Dec
29 Dec
Fund Research
Henderson EuroTrust
HNE’s discount has widened recently despite its impressive risk/return profile…
01 Dec
01 Dec
October 2021
Strategy
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
20 Oct
20 Oct
Events
Six trusts on juicy discounts
Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…
06 Oct
06 Oct
Replay
Slides and Audio: Henderson EuroTrust
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Fund Research
European Opportunities
After a torrid 2020, JEO is currently on track to deliver outperformance of the benchmark once again…
13 Oct
13 Oct