December 2023
Strategy
Fool's gold
Cash would have been a poor investment through this period of high inflation…
06 Dec
06 Dec
Fund Research
Murray International
MYI’s diversified approach may offer stability in an uncertain environment...
22 Dec
22 Dec
Fund Research
STS Global Income & Growth
STS’s balance between quality income and growth may prove resilient in a challenging economic environment…
14 Dec
14 Dec
June 2023
Features
Stock spotlight: Broadcom - investing for a chatbot world
AI chatbots allow us to interact with technology in smarter ways but there is a price – the billions that will be invested in the software and the hardware needed. AI will demand ever-greater processing power. One company involved in the AI revolution is California-headquartered Broadcom. Head of Global Equities, Stephen Anness, shares his thoughts in this short read...
30 Jun
30 Jun
Fund Research
STS Global Income & Growth
STS’s focus on optimising the balance between quality income and growth may prove valuable in an uncertain market environment…
08 Jun
08 Jun
May 2023
Strategy
Tipping point
Battered growth strategies have staged a comeback recently, but what happens now?
11 May
11 May
Fund Research
Invesco Select: Global Equity Income
IVPG’s historically-wide discount may present an opportune entry point, given the managers’ strong performance track record…
05 May
05 May
Fund Research
JPMorgan Global Growth & Income
JGGI’s flexible, bottom-up investment approach has led to sector-leading performance over five years…
02 May
02 May
November 2022
Strategy
Bottom fishing
What can history tell investors about calling the bottom of a market?
16 Nov
16 Nov
Strategy
The stability dividend
Our analysis shows that trusts paying a regular income suffer less discount volatility...
02 Nov
02 Nov
Fund Research
JPMorgan Global Growth & Income
JGGI’s wider-than-average discount may offer long-term investors an opportune entry point following the successful merger with SCIN…
11 Nov
11 Nov
October 2022
Features
SAINTS: The wonder of compound interest
So just how powerful is compound interest? Joint manager of The Scottish American Investment Company (SAINTS), James Dow, unpacks this question and explores how the trust’s portfolio is well placed to capture its benefits...
21 Oct
21 Oct
Fund Research
Securities Trust of Scotland
STS’s high-quality global equity income approach has proven resilient over both the long and the short term…
27 Oct
27 Oct
August 2022
Features
Cash and global equity
How Invesco Select Trust can help investors navigate through tough times…
25 Aug
25 Aug
Fund Research
Invesco Select: Global Equity Income
IVPG’s relative performance has been improving, making the discount widening to c. 12% seem anomalous...
19 Aug
19 Aug
February 2022
Strategy
The dividend dilemma
We examine the trade-off between earning a current high dividend yield and growing future dividends...
09 Feb
09 Feb
Fund Research
JPMorgan Global Growth & Income
JGGI’s flexible approach to income investing has generated strong, sector-leading returns over a volatile 12 months…
18 Feb
18 Feb
Fund Research
Securities Trust of Scotland
A high conviction, high-quality approach to global equity income investing…
11 Feb
11 Feb
January 2022
Strategy
Apples and pears
We examine the relationship between the demand for open- and closed-ended funds, and ask whether investor behaviour can be predicted...
19 Jan
19 Jan
Fund Research
Murray International
MYI offers investors one of the highest yields in its sector, coupled with a unique approach to income investing and a historically wide discount…
26 Jan
26 Jan