Investment ideas from Kepler Partners May 2017
Cover story
We use technical analysis to identify some of the best stock picking fund managers in the world today...
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Sector report
Our analysis proves that investment trusts really are the best way to access smaller companies, and exposes liquidity concerns for their open ended counterparts...
Cover Story
As the reality of Donald Trump's administration settles in and market momentum continues to grow, we examine the case for emerging markets exposure...
 

Opinion

Miton Global Opportunities manager Nick Greenwood thinks the current market is an accident waiting to happen and, as a speedway fan, he knows what he's talking about...
BlackRock commodities expert Evy Hambro thinks the outlook for mining is attractive once again...
 

Analysis

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...
Baillie Gifford
Baillie Gifford explains how and why the Scottish Mortgage Investment Trust is positioned to benefit significant changes within the equity market...
Standard Life Investments
SL Capital Partners' Roger Pim highlights the major changes within the Standard Life Private Equity Trust, including a simplified fee structure and a greater focus on income...
Invesco Perpetual
Political turbulence could mean a significant opportunity for some companies according to the managers of Invesco Perpetual UK Smaller Companies Investment Trust plc...
BlackRock
While Europe remains out of favour with investors, shares from the region can offer value, says portfolio co-manager Vincent Devlin...
Schroders
Schroder UK Mid Cap Fund plc is first in its sector since Andy Brough's took the reins and pays a covered dividend, but ill-feeling toward the FTSE 250 means it sits on a discount of 18%...
View from the top
Alan Brierley, director of the investment companies team at Canaccord Genuity, says working with famous 'uber-bear' Albert Edwards left a lasting impression...
 

More Research

Managers in focus
We highlight the three newest managers to grace the UK equity sectors and how they have put their own individual stamps on the portfolios they've inherited...
Cover story
As the West heads deeper into uncharted territory, we examine the way in which global fund managers are positioning in the face of vertiginous valuations and seismic political change...
Model Portfolio
The Bulletproof Income Portfolio enters 2017 with increased dividend cover at a time when a defensive income seems more precious than ever...
View from the top
Asian Total Return Investment Company chairman David Brief says the trust's total return focus is misunderstood by many investors....
Sector Report
We highlight various routes to US exposure for those who are not sure how much faith they place in the 'Trump Bump'...

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Welcome

Editor's letter
Achieving zen...

Research

Cover story
The greatest
Sector report
Size matters
Cover Story
Eyes on the price...

More Research

Managers in focus
The new kids on the block...
Cover story
Into the wilderness
Model Portfolio
Digging in
View from the top
A challenge of perception