Jonathan Davis This is the fifth in a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the well resourced investment trust research company, and represents the author's opinions, not ours.  The big picture environment will be important in validating or not these suggestions. 

Two alternatives for August After spending most of 2022 getting shellacked, growth stocks have enjoyed something of a summer rally. Since mid-June, the MSCI World Index has risen by close to 9%. Its v...