April 2024
Features
Canadian dispersion
A normalisation of returns across North American equities may prove supportive of MCT…
19 Apr
19 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
03 Apr
03 Apr
February 2024
Strategy
Bring some yin-yang into your portfolio in 2024
Inherent contradictions within portfolios can give them stability in a polarised world...
01 Feb
01 Feb
News
Results analysis: BlackRock Sustainable American Income
BRSA's reference index, the Russell 1000 Value Index, is at an historical low in valuation terms...
08 Feb
08 Feb
August 2023
Trust Issues
Canada: lower valuations and attractive growth - Podcast: Trust Issues #21
We speak to MCT Manager Dean Orrico about the prospects for the equity income trust...
17 Aug
17 Aug
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
22 Aug
22 Aug
July 2023
Blog
It’s Déjà vu all over again
US stocks continue to trade at high valuations. Is that warranted and are there other options for investors looking to get exposure to the world’s largest economy?
28 Jul
28 Jul
Fund Research
JPMorgan American
JAM’s outperformance puts it in the spotlight as a low-cost, core option for US equities…
06 Jul
06 Jul
May 2023
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
Features
The year ahead in US stock markets
Markets may have seen a short-lived rally in the latter part of 2022, but with tough economic conditions ahead, it is important to focus on those companies that can sustain their earnings, says Lisa Yang, manager of the BlackRock Sustainable American Income trust plc...
19 May
19 May
Features
Reflections on five years of the Baillie Gifford US Growth Trust
In this webinar recording, Gary Robinson, manager of the Baillie Gifford US Growth Trust, discusses recent performance, why they remain excited about their private company holdings and whether the long-term investment outlook has changed...
12 May
12 May
April 2023
Fund Research
BlackRock Sustainable American Income
BRSA: with a repeat of the last ten years of stock market behaviour seemingly unlikely, could value and sustainability come to the fore..?
20 Apr
20 Apr
News
Results analysis: Middlefield Canadian Income
MCT saw positive share price returns in 2022 despite a tough macro environment…
17 Apr
17 Apr
March 2023
Strategy
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Features
A new frontier for income investors
The managers of Middlefield Canadian Income think valuations and a new immigration policy put this little known destination for UK investors in an attractive position…
30 Mar
30 Mar
November 2022
Strategy
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
30 Nov
30 Nov
Events
Light at the end of the tunnel
Our speakers struck an optimistic note this week as we considered the prospects for investors at the end of a difficult year…
10 Nov
10 Nov
Features
Baillie Gifford: embracing the unpredictable
Why ‘what if…?’ is the most vital question an investor can ask. Kirsty Gibson of the Baillie Gifford US Growth Trust explains.
18 Nov
18 Nov
Fund Research
JPMorgan American
JAM’s continued outperformance puts it in the spotlight as a low-cost, core option for US equities...
21 Nov
21 Nov