Investment ideas from Kepler Partners August 2017
Cover Story
Europe is on the front foot, but investors are complacent about significant risks to the recovery in the longer term...
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Sector report
Our analysis shows that there is a right time, and a wrong time, to seize a trust which is languishing on a discount...
View from the top
Nick Mustoe, chief investment officer at one of the UK's largest investment firms, tell us he started out with just a university grant as seed capital for his first portfolio...
Sector report
We identify pockets of value in the booming listed private equity sector...
Cover story
We unveil a sophisticated new rating system designed to pinpoint the UK's best equity income funds...
 

Opinion

Schroder UK Mid Cap Fund plc is first in its sector since Andy Brough took the reins and pays a covered dividend, but ill-feeling toward the FTSE 250 means it sits on a discount of 18%...
Carl Harald Janson, once dubbed 'the world's best biotech manager' by Bloomberg, tells us what he thinks lies in store for the sector...
View from the board
 

Analysis

Standard Life Investments
The team at Standard Life Investments highlight the powerful effect reinvesting dividends can have on an investor's total returns...
Baillie Gifford
The team at Scottish American Investment Company explain their approach to identifying reliable dividend payers...
BlackRock
Mike Prentis, portfolio manager for BlackRock Smaller Companies Trust plc explains the rationale for picking smaller companies and how current market conditions are affecting those choices...
Cover story
We ask the top managers in each sector, region and asset class where they see the opportunities in the months ahead...
Invesco Perpetual
After years of resilient dividends, the tobacco industry is changing to create new revenue streams...
Glossary
A short, detailed glossary to help you understand the sometimes unfamiliar language used when discussing listed private equity...
Cover story
We use technical analysis to identify some of the best stock picking fund managers in the world today...
Model Portfolio
Our long term growth model portfolio suffered a serious setback when the Brexit vote came through, but has lived up to its name since then...
Analyst
We meet the manager of the trust, nee BlackRock Income Strategies, and find a revamped investment trust which we think hits the mark for our Evergreen Annuity Portfolio...
FE
Communicating with the advisers who rely on your model portfolios has never been more straightforward...

Latest Investment Research

Search funds

Welcome

Editor's letter
The investment trust advantage...

Research

View from the top
Apt student
Cover Story
En Garde!
Sector report
Carpe discount
Cover story
Champion funds for income investors
Sector report
Searching for value

Opinion

Schroders
Brough diamond
View from the top
The doctor will see you now...
View from the board
American dream