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August 2020
Head to head
Trump v. Biden
Kepler Trust Intelligence
Two of our analysts debate who will win the US election and what that means for markets…
Kepler Trust Intelligence
26 Aug
26 Aug
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
Fund Research
International Biotechnology
William Heathcoat Amory
IBT offers a differentiated exposure to a secular growth theme complemented by a solid yield…
William Heathcoat Amory
08 Jul
08 Jul
June 2020
Opinion
Selling the family silver
William Heathcoat Amory
Is there something fishy about a trust paying dividends from capital?
William Heathcoat Amory
25 Jun
25 Jun
February 2020
Head to Head
Robbing Peter to pay Paul?
Kepler Trust Intelligence
Two of our analysts discuss the growing trend for companies to pay an income out of capital…
Kepler Trust Intelligence
27 Feb
27 Feb
December 2019
Fund Research
International Biotechnology
Pascal Dowling
A highly experienced management team and a flexible portfolio of quoted and unquoted biotechnology stocks, with a yield target of 4% of NAV...
Pascal Dowling
12 Dec
12 Dec
May 2019
People
A steady hand
Alice Rigby
Chairman of International Biotechnology Trust, John Aston, explains how his unusual background in both biotechnology and banking come together on the trust...
Alice Rigby
03 May
03 May
Fund Research
International Biotechnology
Pascal Dowling
We discuss the opportunity as biotech stocks trade at record low valuations, despite strong prospects for the sector...
Pascal Dowling
29 May
29 May
April 2019
People
Art meets science
Alice Rigby
Carl Harald Janson explains how his experiences in science and business blend seamlessly in his management of International Biotechnology Trust...
Alice Rigby
15 Apr
15 Apr
February 2019
Strategy
Income for the long haul
William Sobczak
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
William Sobczak
06 Feb
06 Feb
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
International Biotechnology
Pascal Dowling
Five years on from the appointment of a new manager, this US-focused biotech trust has seen its fortunes transformed...
Pascal Dowling
10 Oct
10 Oct
August 2018
Strategy
Reassuringly expensive?
William Heathcoat Amory
Some investment trust premiums have been stretched to eye-watering levels. Have investors been enjoying themselves in the sun too much? We try to rationalise current levels and suggest alternatives...
William Heathcoat Amory
22 Aug
22 Aug
March 2018
Income
The search for discounted yield
Pascal Dowling
We scour the investment trust universe for trusts offering chunky yields on a discount...
Pascal Dowling
22 Mar
22 Mar
Fund Research
International Biotechnology
Pascal Dowling
A well-resourced biotechnology fund that has produced annualised returns of +18% under the current manager, offering a yield of 4%...
Pascal Dowling
22 Mar
22 Mar
January 2018
Fund Research
The Income Diversifiers Conference
CPD certificate, speaker presentations and slides...
09 Jan
09 Jan
September 2017
Disruption
Winners and losers from tomorrow’s world
William Heathcoat Amory
Searching for the Tesla of tomorrow…
William Heathcoat Amory
27 Sep
27 Sep
Asset allocation
Not the usual suspects...
Alex Paget
As equity valuations continue to defy logic, we identify the trusts least correlated to their fortunes...
Alex Paget
27 Sep
27 Sep
Fund Research
International Biotechnology
Proven alpha generation from a strong management team, low correlation to mainstream equities, and a yield of 4%...
25 Sep
25 Sep
June 2017
Fund managers
The doctor will see you now...
Carl Harald Janson, once dubbed 'the world's best biotech manager' by Bloomberg, tells us what he thinks lies in store for the sector...
08 Jun
08 Jun
February 2017
Strategy
Don't wanna be an American idiot
Pascal Dowling
We highlight various routes to US exposure for those who are not sure how much faith they place in the 'Trump Bump'...
Pascal Dowling
21 Feb
21 Feb
November 2016
Strategy
Fortune favours the brave
Our analysis shows that technology trusts are far less risky than the returns they have generated suggest...
16 Nov
16 Nov
Fund Research
International Biotechnology
17 Nov
17 Nov
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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.