We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
FEV offers investors a balanced exposure to European equities, with a strong performance record and dividend yield…
BRNA offers a disciplined US value opportunity with superior income attributes…
BRIG has substantial revenue reserves to support dividend growth...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
IBT offers a differentiated way to access strong growth prospects at an undemanding valuation...
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
Blackrock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...
Having increased its dividend every year since 1992, BCI retains substantial revenue reserves…
OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...
BRGE offers a bottom-up European equity portfolio and a strong track record…
One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…
BlackRock Frontiers has seen a dramatic improvement in performance since its year end, and the managers are excited about the outlook…
HONY aims for an 8% yield from asset-backed lending and has so far weathered the pandemic well…
Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...
How sustainability has gone from zero to hero in 2020…
Witan has bounced back from Q1 2020, making the 7.6% discount potentially attractive…
PRSR offers an alternative way to gain investment exposure to the supply constrained UK housing market…
ATT offers a unique portfolio of technology stocks, performing strongly during COVID-19…
The team behind the newly revamped Jupiter Green believe the COVID crisis has sharpened the focus on sustainability, creating a multi-decade opportunity for companies in the portfolio…
Significant realisation should prompt investors to re-look at the discount to NAV...
Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...
USF’s portfolio is now fully operational and the trust is on track to commence the targeted 5.5 cent dividend in 2021…
TRIG’s diversified income and strong ESG credentials justify its premium rating…
BRLA invests in Latin America, which has historically seen strong returns in global recovery periods…
We examine the potential for MAJE if sentiment toward the UK improves in 2021…
Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
Aberdeen Smaller Companies Income (ASCI) has generated outperformance since the change of strategy and currently offers a 2.8% yield…
