Doceo Group

The healthcare sector is undergoing a major shift, from the rise of GLP-1 obesity drugs to increasing pressure on global health systems. In the latest episode of The Resilient Investor, Bellevue Healthcare Trust’s Paul Major explores how innovation is driving efficiency, what it means for investors, and how the impact extends beyond healthcare into food, technology, and beyond. #BBH #Healthcare #InvestmentTrust

India’s thriving economy continues to capture global investor attention, with the small and mid-cap space offering a wealth of opportunities. With over 288 stocks trading more than US$10m daily, India ranks as the 4th most liquid market globally, surpassing the combined liquid stocks of the UK, France, and Germany. The India Capital Growth Fund (IGC) allocates over 80% of its portfolio to small and mid-cap stocks. The fund’s strategy focuses on companies with competitive advantages, strong governance, and predictable earnings growth, emphasising long-term compounding over short-term speculation. We spoke to Gaurav Narain, IGC’s Principal Adviser, to explore the opportunities in India and how ICG is positioning itself to capitalise. https://lnkd.in/ePdrvtqp #India #IndianEquities #Long #ICG 

We’re excited to announce our joint venture with Kepler Trust Intelligence, a leading name in investment trust research. This partnership reflects the ever-growing need in the investment trust space for high-quality, insight-driven content which is essential for investors looking to navigate volatile markets. What can you expect from us going forward? 🔹 Deeper, richer content; expanding our coverage with enhanced analysis and expert perspectives, leveraging Kepler’s extensive research capabilities. 🔹 A broader platform; Kepler’s audience includes 300,000+ engaged investors, meaning more eyes on your content. 🔹 Further improvements in quality; video is key to our product and core to connecting trusts with investors. This partnership allows us to take a further step forward in quality. Recent events have shown that communication with shareholders is more critical than ever, and this partnership positions us to deliver on the fronts that matter. Deeper insights, better quality, delivered to a wider audience. https://lnkd.in/dxedGfGb

Alliance Witan stock spotlight: Aercap Lyrical Asset Management’s Andrew Wellington believes that aircraft leasing company, AerCap is poised for growth given the rising demand for air travel and growing airline leasing trends. Alliance Witan https://lnkd.in/ejNjJXsF #Equities #Aercap #ALW #InvestmentTrust

How does Murray Income Trust PLC deliver sustainable income and capital growth? Fund manager Charles Luke shares insights on the trust’s threefold objective: Generating a high income Growing that income Delivering capital appreciation Luke discusses the benefits of investing in good-quality, lower-volatility companies, the role of ESG considerations, and why the majority of long-term UK returns come from dividends. In his 25+ years of investing, Luke has navigated events from the dot-com boom to the global financial crisis, and explains why he believes investment trusts are fantastic vehicles for shareholders, offering independent boards, revenue reserves, and the ability to pay dividends from capital. #MUT #InvestmentTrust #Income #Equities

Prior to the recently announced merger between J.P. Morgan Global Growth & Income (JGGI) and Henderson International Income Trust plc (HINT), we spoke with JGGI portfolio manager James Cook about the trust’s high-conviction approach to global investing. With the combined trust set to continue under JGGI’s global mandate, Cook outlines how the strategy selects the best 50 ideas from a universe of over 2,500 companies — focusing on high-quality businesses with resilient earnings and attractive valuations, regardless of market cycles. #JGGI #InvestmentTrust #GlobalInvesting #Equities

Brian Kersmanc of GQG, looks at Meta’s ability to increasingly harness AI to optimise monetisation and generate good returns. Alliance Witan https://lnkd.in/e56Qrnxf #ALW #Meta #Equities #InvestmentTrust

Paul Major, co-manager of Bellevue Healthcare Trust discusses how potential tariffs, regulatory changes, and revived M&A activity could reshape the healthcare sector. Companies with high supply chain exposure to Mexico and China are already taking steps to mitigate risks, while managed care providers may benefit from Republican policies favouring private sector Medicare. Stricter FTC oversight has slowed biotech and pharma M&A, but a Trump administration could reignite deal-making, driving renewed investor interest. Stock selection and a long-term approach remain key. #BBH #Tariffs #Healthcare #HealthcareInvesting #InvestmentTrusts

"One of the biggest risks to value investors today is the disappearance of value investors." Ian Lance, co-fund manager of the Temple Bar Investment Trust believes opportunities remain for those willing to look in the value space. Lance discusses why financials, retailers, and airlines present compelling value, and how takeovers and buybacks are driving returns. #ValueInvesting #UKEquities #TMPL #InvestmentTrust

Joe Dowling’s investment journey started by pitching in with his family’s fruit and veg company, digging vans out of the snow with his brother. Thus igniting his passion for business. Now fund manager of the Invesco EMEA Global Equity Income Trust, he uses a data-driven approach to uncover high-quality global opportunities. https://lnkd.in/eaxF9ywh #IGET #MeetTheManager #InvestmentJourney #GlobalOpportunities #EquityIncome #GlobalEquities