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December 2019
Strategy
Regime change: how manager changes impact performance
William Sobczak
Does a change in manager result in improved trust performance?
William Sobczak
12 Dec
12 Dec
Fund Research
BlackRock Sustainable American Income
William Sobczak
Since a management change in 2014, BRNA has been one of the great turnaround stories...
William Sobczak
31 Dec
31 Dec
September 2019
Features
Where next for the US stock market?
Tony DeSpirito, BlackRock
Tony DeSpirito, BlackRock
25 Sep
25 Sep
June 2019
Fund Research
BlackRock Sustainable American Income
William Sobczak
In the current volatile environment, this trust appears a stand out candidate for more cautious investors...
William Sobczak
12 Jun
12 Jun
November 2018
Features
Appetite for disruption
BlackRock
How new technology is driving dividends...
BlackRock
13 Nov
13 Nov
October 2018
Strategy
The Trump effect
William Sobczak
Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...
William Sobczak
31 Oct
31 Oct
Fund Research
BlackRock Sustainable American Income
William Sobczak
A diversified portfolio comprised mainly of US equities, BRNA produced almost double the return in NAV terms of the Russell 1000 Value index in 2017, and has comfortably outperformed the benchmark so far in 2018...
William Sobczak
31 Oct
31 Oct
April 2018
Strategy
The $23.9 trillion dollar question*
William Sobczak
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
William Sobczak
26 Apr
26 Apr
Fund Research
BlackRock Sustainable American Income
A large cap portfolio, focused on high quality companies, positioned for an inflationary environment with significant exposure to banks
26 Apr
26 Apr
January 2018
Fund research
BlackRock Sustainable American Income
A large cap portfolio, focused on high quality companies, positioned for an inflationary environment with significant exposure to banks...
12 Jan
12 Jan
December 2017
Fund research
BlackRock Emerging Europe
Non-independent research
A top-performing emerging European trust that has delivered significant alpha generation...
Non-independent research
06 Dec
06 Dec
November 2017
Fund research
Aberdeen Asian Income
Non-independent research
A portfolio of UK equities with a focus on companies that can generate attractive income and capital growth.
Non-independent research
29 Nov
29 Nov
October 2017
Fund research
BlackRock Throgmorton Trust
A UK small-cap trust that can profit in both rising and falling markets...
25 Oct
25 Oct
May 2017
Fund Research
BlackRock Sustainable American Income
23 May
23 May
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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.