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October 2020
Strategy
Nice guys finish first
David Johnson
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
David Johnson
15 Oct
15 Oct
September 2020
Strategy
Time to switch horses?
Thomas McMahon
We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…
Thomas McMahon
09 Sep
09 Sep
July 2020
Strategy
The next big thing: two mega-trends that everyone should own
William Heathcoat Amory
Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?
William Heathcoat Amory
09 Jul
09 Jul
April 2020
Head to Head
Sucker punch
Kepler Trust Intelligence
Two of our analysts debate the merits of equity income and alternative income trusts at this point in time...
Kepler Trust Intelligence
23 Apr
23 Apr
March 2020
Strategy
The importance of buying earners*
William Heathcoat Amory
Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...
William Heathcoat Amory
12 Mar
12 Mar
Fund Research
Greencoat UK Wind
William Heathcoat Amory
Recent de-rating, but prospects appear undimmed…
William Heathcoat Amory
04 Mar
04 Mar
October 2019
Strategy
Life on Mars: could inflation take us back to the '70s?
Thomas McMahon
We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...
Thomas McMahon
16 Oct
16 Oct
Strategy
Bond proxy?
William Heathcoat Amory
As a replacement or complement for longer duration bonds, listed alternative income funds look an interesting, well… alternative..
William Heathcoat Amory
09 Oct
09 Oct
September 2019
Strategy
Rebels no more...
William Heathcoat Amory
Climate change and sustainability is now mainstream - we launch ESG analysis into all of our fund research…
William Heathcoat Amory
19 Sep
19 Sep
Fund Research
Greencoat UK Wind
William Heathcoat Amory
UKW invests in operating wind farms, aiming to provide an RPI-linked dividend and preserve the real value of the NAV…
William Heathcoat Amory
19 Sep
19 Sep
March 2019
Strategy
Stairway to heaven
Thomas McMahon
Our research shows that reinvesting the income generated by alternative assets could add a significant boost to long-term portfolio performance…
Thomas McMahon
06 Mar
06 Mar
February 2019
Fund Research
Greencoat UK Wind
William Heathcoat Amory
Greencoat UK Wind invests in operating wind farms, aiming to provide an RPI-linked dividend and preserve the real value of the NAV...
William Heathcoat Amory
28 Feb
28 Feb
January 2019
Strategy
The Annuity Portfolio
We reveal our investment trust picks for a high income ...
30 Jan
30 Jan
December 2018
Year in review
Why did the chicken cross the road?
Pascal Dowling
Because he was so bored of reading newspapers devoted entirely to Brexit he was hoping he’d be hit by a truck.
Pascal Dowling
24 Dec
24 Dec
July 2018
Strategy
The Evergreen Annuity Portfolio
Our Evergreen Annuity Portfolio was set up to provide a high income, rising at least in line with inflation...
25 Jul
25 Jul
Strategy
A new dawn
William Heathcoat Amory
As the sun sets on fossil fuels, we examine the opportunities for investors in the burgeoning listed renewable infrastructure sector...
William Heathcoat Amory
19 Jul
19 Jul
March 2018
Strategy
Electric dreams
William Heathcoat Amory
The global shift toward electrification could spark many opportunities…
William Heathcoat Amory
26 Mar
26 Mar
Fund Research
Greencoat UK Wind
William Heathcoat Amory
Aims to provide investors with an annual dividend that increases in line with RPI inflation while preserving the real value of the NAV
William Heathcoat Amory
21 Mar
21 Mar
January 2018
Model portfolio update
Seeing the wood for the trees...
William Heathcoat Amory
Our model portfolio designed as an annuity alternative is struggling to keep pace with inflation, we review the latest from the constituents…
William Heathcoat Amory
24 Jan
24 Jan
November 2017
Model portfolio
Under pressure
William Heathcoat Amery
Our model portfolio designed as an annuity alternative is coping so far, but may struggle to keep pace with inflation at this rate…
William Heathcoat Amery
20 Nov
20 Nov
Fund Research
Starwood European Real Estate Finance
Generating a reliable income from property backed loans
20 Nov
20 Nov
Fund research
Greencoat UK Wind
A differentiated trust generating both income and capital growth from operating UK wind farms
20 Nov
20 Nov
Fund research
Aberdeen Diversified Income & Growth
A very broadly diversified portfolio which aims to generate an “attractive” yield though a low volatility multi-asset approach
20 Nov
20 Nov
Fund Research
Empiric Student Property
A diversified portfolio of student properties around the UK, the majority of which are let to international students
20 Nov
20 Nov
Fund Research
Henderson Diversified Income
A unique vehicle and provides an excellent one-stop-shop for generalist investors to get exposure across a wide spread of credit markets
20 Nov
20 Nov
January 2017
Strategy
Should I stay or should I go?
That's exactly the question we are asking ourselves as the story at BlackRock Income Strategies unfolds...
25 Jan
25 Jan
November 2016
Strategy
Weathering well
William Heathcoat Amory
The Evergreen Annuity Portfolio enters its second year with a solid performance from most of its constituents...
William Heathcoat Amory
16 Nov
16 Nov
Fund Research
Greencoat UK Wind
An update of the Greencoat UK Wind investment trust including share price performance, discount, dividend, premium, asset allocation and gearing analysis...
16 Nov
16 Nov
October 2015
Strategy
The Evergreen Annuity Portfolio
Five 'all season' investments which will produce a sustained high income without eating into capital...
13 Oct
13 Oct
Fund Research
Greencoat UK Wind
13 Oct
13 Oct
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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.