March 2022
Strategy
Private markets: A closer look at infrastructure and renewables
We examine the £27bn listed Infrastructure and Renewable Energy Infrastructure sectors…
09 Mar
09 Mar
Strategy
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
02 Mar
02 Mar
February 2022
Strategy
Regime change
Ahead of our spring conference, we ask whether investors need to junk their portfolios and start again…
23 Feb
23 Feb
Strategy
Perfectly formed
Our research suggests that investment trusts really are a better way to gain exposure to smaller companies…
16 Feb
16 Feb
Strategy
The dividend dilemma
We examine the trade-off between earning a current high dividend yield and growing future dividends...
09 Feb
09 Feb
Strategy
Getting in on the act: Private markets
Private markets could be the next big opportunity for investors…
02 Feb
02 Feb
January 2022
Strategy
Apples and pears
We examine the relationship between the demand for open- and closed-ended funds, and ask whether investor behaviour can be predicted...
19 Jan
19 Jan
Strategy
Bargain hunt
We survey the discount opportunities in the market and update on the performance of our Discounted Opportunities Portfolio…
12 Jan
12 Jan
Strategy
Kepler’s top-rated trusts for 2022
We unveil the winners of our ratings for 2022 in the Growth, Income & Growth and Alternative Income categories…
05 Jan
05 Jan
December 2021
Strategy
Great expectations
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…
30 Dec
30 Dec
Strategy
No humbug
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
22 Dec
22 Dec
Strategy
Dividends in the time of corona
Investment trusts have proven their worth during the pandemic, delivering dividend growth despite the turmoil…
15 Dec
15 Dec
Strategy
We are the (ESG) champions
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
08 Dec
08 Dec
November 2021
Strategy
Holding back the tears
While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…
24 Nov
24 Nov
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
October 2021
Strategy
Gone with the wind
One of our analysts looks at the implications of the shocking rise in energy prices and the opportunities it highlights for investment trusts...
27 Oct
27 Oct
Strategy
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
20 Oct
20 Oct
Strategy
Beyond the Middle Kingdom
As momentum falters in the emerging markets powerhouse, we examine the options for investors outside China...
13 Oct
13 Oct
September 2021
Strategy
Even better than the real thing
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
23 Sep
23 Sep
Strategy
Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
15 Sep
15 Sep
Strategy
What next for European equities?
After a strong period for European equity markets, we ask whether this trend can continue…
09 Sep
09 Sep
Strategy
Winter is coming
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
01 Sep
01 Sep
August 2021
Strategy
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
19 Aug
19 Aug
Strategy
In at the deep end
Does seeking out wider-than-usual discounts help investors systematically outperform in the UK trust space?
11 Aug
11 Aug
Strategy
60/40 and other dinosaurs
A simple practical step to take your portfolio from the 1990s into the 2020s...
04 Aug
04 Aug
July 2021
Strategy
Every which way but loose
We break down the AIC Flexible sector into more useful segments…
21 Jul
21 Jul
Strategy
Grade inflation
We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…
14 Jul
14 Jul
June 2021
Strategy
Time to back Britain?
After a challenging period for the United Kingdom, we wonder if it could be the most exciting market on a five-year view…
23 Jun
23 Jun
Strategy
A better class of travel*
Sharing many features of a traditional family office, investment trusts offer a sophisticated, cost effective solution for managing family wealth...
16 Jun
16 Jun
Strategy
Green is good!
2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...
10 Jun
10 Jun