Doceo Group

Mine Tezgul Co-Portfolio Manager of Columbia Threadneedle Investments EMEA APAC European Assets Trust provides an overview of her background and experience and outlines the strategy and opportunity set of the fund. European Assets Trust seeks growth through investment in small and mid-size companies. Tezgul believes the European smaller companies space to be an exciting hunting ground that's large, diverse and poorly understood which is ideal for stock picking. How does European Assets Trust separate the wheat from the chaff? #EAT #Smallcaps #Equities #InvestmentTrust

In recent years, higher interest rates have made it easier for investors to earn solid returns on assets like government bonds. But with rates starting to decline across Europe, the UK, and likely soon in the U.S., those easy returns may be harder to find. This shift leaves investors with a decision: accept lower yields on safer assets, take on more risk with equities, or consider an alternative—high-yield bonds. High-yield bonds offer higher returns than government or investment-grade bonds to make up for the added risk of lending to companies with lower credit ratings. Unlike stocks, these bonds come with more reliable income because companies are required to make interest payments, and bondholders get paid before shareholders if the company runs into financial trouble. With yields currently in the 7-10% range and many bonds trading below par, high-yield bonds present an attractive option for those seeking both income and potential capital appreciation. As interest rates are expected to decline further, might now be the time to explore adding high-yield bonds to your portfolio? #bonds #highyieldbonds #investmentstrategy #interestrates

In a snippet from a longer discussion, Adnan El-Araby CFA, Co-Portfolio Manager of Barings Emerging EMEA Opportunities, defines the fund's investment universe and outlines the opportunities within the region. El-Araby highlights two stocks: Digitalisation specialists Kaspi in Kazakhstan, leading the country’s tech transformation, and Al Habib Medical Group in Saudi Arabia, meeting the Government's pledge to provide healthcare for all citizens within the kingdom. Should investors be paying closer attention to emerging EMEA's growth potential? #BEMO #Digitalisation #DigitalServices #Healthcare #InvestmentTrust #Equities #EMEA #EmergingMarkets

Ian Clark of Veritas Asset Management LLP and C.T. Fitzpatrick of Vulcan Value Partners discuss the impact of a second Trump presidency and what this might mean for geopolitics, economic policy and ultimately the Alliance Trust portfolio. #ATST #Trump #uselections2024

We recently had the pleasure of speaking with Rhys Davies, Portfolio Manager of Invesco EMEA Bond Income Plus (BIPS), who shared insights on how BIPS is navigating the current bond environment in search of opportunities. Davies made the case for bonds vs equities, highlighting the repricing of bond yields in 2022. This repricing has resulted in some high-yield bonds offering returns between 7% and 10% — significantly higher than what we've seen in recent years. As Davies explains, the evolving bond market landscape since the 2008 financial crisis and the return of yield present new opportunities for capital appreciation. Additionally, Davies discusses the strategic use of leverage within BIPS, with the fund currently borrowing around 15% of its Net Asset Value. Thank you to Rhys and the team at Invesco for their time and insight. #Bonds #HighYieldBonds #BondsVsEquities #BIPS

abrdn UK Smaller Companies Growth Trust plc Co-Manager, Abby Glennie, provides an update on the fund's performance. The fund continues to outperform its benchmark, driven by a more favourable market environment. Glennie emphasises that a strong focus on company fundamentals remains a key performance driver. In a broad-ranging overview, Glennie touches on: 💰 Valuations 🤝 M&A activity, both broadly and within the portfolio 🔎 Insights into two of the largest holdings in the portfolio 💻 Raspberry Pi's IPO and whether it set a blueprint for other UK tech firms looking to go public? #AUSC #UKEquities #Valuations #M&A #TechIPO #FundPerformance  

Iain Pyle CFA, ACA, Fund Manager of Shires Income plc, joins us for an update on the fund's recent performance. With a positive outlook on the UK mid-cap space, Pyle provides an overview of key portfolio holdings. Pyle also discusses the decision to exit the much-loved high street bakery chain Greggs, new opportunities within the Construction and Infrastructure sectors, and considers what a Labour Government could mean for UK equities. #SHRS #UKEquities #MidCap #UKEconomy #Construction #Infrastructure #LabourGovernment #InvestmentInsights

Covid and anti-obesity drugs sent some pharma stocks soaring, while biotech slowed. Portfolio Manager Paul Major of Bellevue Healthcare Trust told us he’s cautious about AI’s role in drug development and thinks the hype around obesity drugs might be missing the bigger picture: "In the excitement around these big trends, we’re missing more exciting stories focusing on medical equipment and developments in robotics." For further insight from Major on the biotech sector and why MedTech might be the area to watch, read the full article here. #Healthcare #Biotech #AI #MedTech #Investment #Pharma

Gabriel Sacks, Portfolio Manager of the abrdn Asia Focus plc Investment Trust joined us for an update on the fund. It saw a rise of 7.7% in absolute terms in Q2, bringing the NAV above 10% for the first half of the year, but what drove that growth? Sacks gives an overview of Asian markets, and in particular how Indian markets have adapted after the election. #AAS #India #Taiwain #China #Tech #Equities 

We recently had the pleasure of being joined by Craig Baker, Global CIO of WTW and Chair of the Investment Committee of Alliance Trust. The merger of Alliance Trust and Witan Investment Trust plc to form Alliance Witan sees the creation of a £5 billion Investment Trust, large enough for FTSE 100 inclusion. Baker provides the details on what brought the two Trusts together and plans for the future. What might shareholders expect to see moving forward? Our thanks to Craig Baker and the team. #ATST #WTAN #AllianceWitan #WTW #Merger #FTSE100