March 2020
Fund Research
Scottish American

With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…

News & Events
City Merchants High Yield Trust Limited update

In light of recent unprecedented global market events, the Board and the Manager wish to provide an update to shareholders on activity within the portfolio...

News & Events
Invesco Enhanced Income Limited Update

In this very challenging time, an update from the Company’s portfolio manager is set out...

Strategy
Of mice and men

Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…

Remote working
Dial-in diary

For the duration of the current crisis we'll be publishing a diary of dial-ins, webcasts and conferences which are scheduled in the next few weeks - allowing you to attend remotely...

MARKET INSIGHT
First in, first out?

We ask whether the brave should be raising their allocation to Asia...

Features
An approach to governance: creating long-term value for our clients

James Goldstone outlines why they advocate for proper and effective corporate governance and sustainable business practices within the Invesco UK Equities team...

Fund Research
Invesco Income Growth

A well established equity income fund with a strong emphasis on the sustainability of dividends and a cautious approach to the prevailing macro environment...

Strategy
Their darkest hour?

We update our shortlist of discount opportunities...

Fund Research
JPMorgan MidCap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...

Features
Driven by the prospects of businesses

Ciaran Mallon, UK Equites Fund Manager, describes his investment philosophy and why it’s more about picking the shares that go in the portfolio than about taking big economic views...

Fund Research
JPMorgan Indian

JII owns a portfolio of high-quality companies benefitting from India’s dramatic secular development…

News & Events
Results in focus: Oakley Capital Investments

Oakley Capital Investments (OCI) released a strong set of results this morning, delivering shareholder returns of 56% over the year to Dec 31, 2019...

Strategy
The importance of buying earners*

Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...

Features
Seeking big opportunities in UK smaller companies

Whilst the shape of the UK economy shouldn’t be the defining factor to a firm’s share price performance over time, it can certainly make a difference to the smoothness of the ride. Jonathan Brown a...

Fund Research
JPMorgan Asia Growth & Income

JAGI has generated significant outperformance in recent years and offers an attractive yield…

Fund Research
TwentyFour Income

TFIF is a rare way to access a high-yielding asset class…

Events
Kepler Spring Conference: presentations and audio

Audio and presentations from our spring conference at The May Fair Hotel last week…

Market insight
Crashing yields warn of systemic risk

With safe haven bonds reaching record low yields and the outlook hard to read, funds betting on volatility could benefit...

Fund Research
Aberdeen Standard Equity Income

ASEI targets above-average income and capital growth with an index-agnostic approach...

Strategy
Don't panic: the case for investing in Asia this ISA season

We examine the relationship between stock market and GDP growth, before debating the case for an allocation to Asia...

Fund Research
Greencoat UK Wind

Recent de-rating, but prospects appear undimmed…

Fund Research
JPMorgan Global Growth & Income

JGGI is an attractive ‘core holding’ for income-hungry investors…

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.