Morningstar

Analysts back biotech & healthcare trusts as sector struggles

Investment Trusts

Analysts back biotech & healthcare trusts as sector struggles

Majority trading on a discount

clock 10 February 2022 • 3 min read
Polar Capital's Brind: 'I feel like a kid in a candy shop' as financials return to favour

Financial services

Polar Capital's Brind: 'I feel like a kid in a candy shop' as financials return to favour

Financials are back in vogue as the growth to value rotation beds in and Nick Brind, manager of the Polar Capital Global Financials (the only trust within the Financials sector) feels “like a kid in a candy shop” as he looks at different ways of playing...

clock 09 February 2022 • 3 min read
Strategic Equity Capital trust rebukes merger offer and announces tender

Investment Trusts

Strategic Equity Capital trust rebukes merger offer and announces tender

Approached by Odyssean

clock 09 February 2022 • 2 min read
TwentyFour Income fund and UK Mortgages propose merger

Investment Trusts

TwentyFour Income fund and UK Mortgages propose merger

Winding up of UK Mortgage

clock 08 February 2022 • 1 min read
Smithson's Barnard defends strategy despite market rotation

Global

Smithson's Barnard defends strategy despite market rotation

Challenging start to the year

clock 07 February 2022 • 3 min read
Outsourcing buy lists offers investor benefit but industry unlikely to follow suit

Industry

Outsourcing buy lists offers investor benefit but industry unlikely to follow suit

ii says “time to evolve”

clock 04 February 2022 • 6 min read
All change at the top: Does a change of manager help with investment trust performance?

Investment Trusts

All change at the top: Does a change of manager help with investment trust performance?

Winners and losers

clock 03 February 2022 • 5 min read
Experts warn of ESG-friendly rebranding as funds prepare for introduction of SDR

ESG

Experts warn of ESG-friendly rebranding as funds prepare for introduction of SDR

What's in a name?

clock 03 February 2022 • 4 min read
Deep Dive: 'Allocators face a tricky choice this year'

Equities

Deep Dive: 'Allocators face a tricky choice this year'

Don't stray too far from the index

clock 27 January 2022 • 3 min read
Five funds ejected from ii Super 60 following Morningstar makeover

Companies

Five funds ejected from ii Super 60 following Morningstar makeover

Two-thirds of funds outperformed

clock 25 January 2022 • 3 min read
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