September 2021
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
Fund Research
Barings Emerging EMEA Opportunities
BEMO is a very different way to play the energy transition…
29 Sep
29 Sep
Fund Research
BlackRock Latin American
BRLA offers an annualised yield of 5% from a region which should benefit from a global recovery…
28 Sep
28 Sep
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefitting from better corporate governance and a burgeoning dividend culture in emerging markets…
15 Sep
15 Sep
May 2021
Strategy
Vive la revolution
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
05 May
05 May
News
Results analysis: Barings Emerging EMEA Opportunities
Reporting results for the six months ending 31 March 2021, BEMO outlined the early success of the broadened investment strategy…
28 May
28 May
Fund Research
JPMorgan Emerging Markets
JMG has delivered exceptional long-term returns with a patient, high conviction approach…
26 May
26 May
April 2021
Features
Latin America and the commodities supercycle
Commodity prices have been rising fast. Ed Kuczma, Co-Manager of the BlackRock Latin American Investment Trust plc, says Latin America should be a key beneficiary and he is positioning for a long-term trend.
28 Apr
28 Apr
News
Results analysis: BlackRock Latin American
We look at how BRLA has performed, and what 2021 might have in store for the trust…
06 Apr
06 Apr
February 2021
Features
The Last Frontier: finding growth in smaller emerging markets
Smaller emerging markets have been left behind as investors have focused on a handful of high growth areas. As the crisis fades, investors are already starting to recognise that these areas may provide high growth at compelling valuations.
16 Feb
16 Feb
Fund Research
Barings Emerging EMEA Opportunities
BEMO is Barings Emerging Europe under a widened mandate offering greater alpha and dividend potential…
24 Feb
24 Feb
December 2020
Fund Research
BlackRock Latin American
BRLA invests in Latin America, which has historically seen strong returns in global recovery periods…
10 Dec
10 Dec
Fund Research
BlackRock Frontiers
BRFI’s portfolio is trading on a record low valuation, putting it in a potentially strong position for a COVID bounce…
02 Dec
02 Dec
November 2020
REPLAY
Slides and Audio: BlackRock Frontiers
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
11 Nov
11 Nov
Events
Six alternatives to a weekend in Barnard Castle
As we settle in for a new lockdown, Kepler Trust Intelligence invites you to join us for a free series of webinars this Thursday, all of them fully COVID compliant, aiming to highlight discount opportunities for investors…
03 Nov
03 Nov
Fund Research
JPMorgan Emerging Markets
JMG has had another outstanding year despite the pandemic…
11 Nov
11 Nov
June 2020
Strategy
Gimme shelter
As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…
18 Jun
18 Jun
Fund Research
Barings Emerging EMEA Opportunities
BEE’s portfolio’s cheap valuations and strong fundamentals make it a potential recovery play...
24 Jun
24 Jun
May 2020
Events
Braving the new world
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
13 May
13 May
Features
Emerging markets, but not as you know them
We discuss the companies invested in by JPMorgan Emerging Markets Trust, which are keeping their developed market peers on their toes…
27 May
27 May
Features
The long run: experience is the key in volatile emerging markets
Coronavirus is just the latest in a series of crises that have hit emerging markets over the last two decades. Trusting a fund manager with experience of selecting stocks successfully through crises could be crucial in this unique sector…
11 May
11 May
Fund Research
BlackRock Latin American
BRLA invests in Latin America, where valuations could indicate a generational buying opportunity…
12 May
12 May