Structural growth stories form the bedrock of Mercantile, the mid- and small-cap investment trust. Changes made to the portfolio since the onset of the coronavirus pandemic also make it well placed...
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Mercantile cherry-picks high growth IPOs
High growth businesses are taking the UK stock market by storm in a flurry of initial public offerings (IPOs) that promise to rejuvenate its staid image. They are providing rich pickings for mid and small-cap investment trust Mercantile. Having participated in just...
The long and short of it: Review of the markets in June
We, like most of the UK it seems, recently moved house. We only had one sofa in our old flat, a pre-child purchase… in midnight blue velvet. Needless to say, it is covered in milk, yogurt and general baby/toddler related mess, so we’ve decided to treat ourselves to a...
How we’re finding ESG winners where you might not expect them
Anthony Lynch When people talk about ESG investing their thoughts normally go to wind farms and solar power. Whilst these utilities have an important role to play in energy transition to a lower carbon economy, they are not the be all and end all of ESG investing. In...
Guide to the Markets Q3 2021 Webconference
Guide to the Markets Q3 Webconference | Tuesday 8 July at 3PM Join Karen Ward and Mike Bell, Global Market Strategists as they use charts from the new Guide to the Markets to discuss the key near-term themes including...
Value and growth winners from the recovery
Which UK sectors and companies are poised to do well amid economic recovery? Citywire asked several wealth managers and advisers to name their top value and growth destinations. Five years after the Brexit vote in June 2016, the UK finally seems to be emerging from...
Claverhouse positioned for a ‘good year for specials’
A stronger-than-expected rebound in economic growth could herald a strong year for special dividends and share buybacks – something that JPMorgan Claverhouse Investment Trust is well positioned for. Callum...
Barbell approach to income pays dividends for Claverhouse
A barbell approach to income investing helped to defend JPMorgan Claverhouse from the pounding dividend stocks received last year and has allowed it to participate in the rotation to value this year. ...
The long and short of it: Review of the markets in May
I went out for dinner in London the other night… inside a restaurant. The novelty of the occasion made my fellow diners and me slightly giddy with delight. Given how absolutely abysmal the weather has been since the government allowed...
Why digitalisation matters
Do digital leaders outperform digital laggards? Corporate management teams and investors have considered the value of digitisation for years, with varying degrees of seriousness. When the pandemic forced a previously unimaginable amount of the world’s interaction –...