Doceo Group

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

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

Doceo is very pleased to welcome Chief Economist at Tricio Investment Advisors Ltd, John Calverley, for a quarterly video series in which John will share his thoughts on the economic outlook for the period ahead. John was Chief Economist and Strategist at American Express Bank for 13 years before taking the position of Head of Macro-Economic Research at Standard Chartered, and he is now Chief Economist at Tricio Investment Advisors. We feel John’s expertise and unique insight will be of enormous value to our audience, and we look forward to utilising our position in the retail investor space to platform John’s knowledge. In the first of the series, John looks back rather than forward as he compares the UK and U.S. markets and investigates the divergence in fortunes since the pandemic. #Tricio #Doceo #UKEquities #USEquities #Energy

Jon Wallace, Investment Manager, JUPITER GREEN INVESTMENT TRUST PLC, explains how the Trust is focused on providing access to companies globally that are dedicated to offering solutions for critical environmental challenges. The fund looks to invest across six themes: 🚗 Green Mobility ⚡ Clean Energy 🏗 Green Buildings and Industry 🚜 Sustainable Agriculture and Land Ecosystems 🔄 Circular Economy 🌊 Sustainable Oceans and Freshwater Systems Wallace highlights water as an area in which the management team is finding many resilient investment opportunities. In particular, companies that are providing global solutions to businesses like utilities, addressing issues such as pollution in rivers and streams, as well as the emerging contaminant risk from 'forever chemicals'. UK Labour's victory in the recent General Election could prove to be a tailwind for the fund. Secretary of State for Energy Security and Net Zero, Ed Miliband, has already announced a new onshore wind and solar taskforce. Wallace sees further opportunities in water, with approximately £100bn – a figure Wallace feels may be conservative – expected to be invested in UK water infrastructure over the next five years. Though the fund doesn't have, and doesn't wish to have, exposure to UK-related water utilities, the management team thinks there are significant opportunities for some global companies that are providing services to those utilities. Though the landscape for renewables in the UK looks to be improving, what of the US? After the shock announcement that Joe Biden will no longer run for re-election, are we still likely to see a Trump victory? And if so, what might that mean for the Inflation Reduction Act? #JGC #Renewables #Water #CleanEnergy #GreenTransition #Agriculture #CircularEconomy #Wind