January 2025
2025 Kepler Ratings
Kings of the castle
We reveal the winners of our 2025 investment trust ratings…
08 Jan
08 Jan
Special report
On a path to renewed growth
EWI portfolio companies are showing clear signs of success…
06 Jan
06 Jan
Strategy
Our top picks for 2025
We put a finger in the air and name the trusts we think will deliver the best share price total returns in the year ahead…
01 Jan
01 Jan
Market insight
Will 2025 be the year infra & renewables trusts decouple from Gilts?
Rising bond yields have translated to poor performance from high yielding sectors, yet their inflation-link and other factors may lead to a recovery…
13 Jan
13 Jan
Trust issues
Trust Issues: investing in innovation with EWI’s Svetlana Viteva
EWI is trying to identify tomorrow’s winners early on in their journey…
10 Jan
10 Jan
Trust issues
Trust Issues: investing in UK small-cap equities with BRSC
We discuss opportunities for investors in UK small-caps and how BRSC adds alpha through active management...
09 Jan
09 Jan
Features
SAINTS spotlight: turbulence beneath the surface
In the first instalment of their new quarterly series, the Scottish American Investment Company (SAINTS) team shares updates on their recent search for new long-term compounders...
10 Jan
10 Jan
Features
SWCC Showa: rewiring Japan
Discover the company revitalising Japan’s outdated power network. And how one of the country’s rare female bosses transformed the traditionalist engineering firm into an innovation powerhouse. Financial journalist Joji Sakurai explains more...
10 Jan
10 Jan
News
Results analysis: BlackRock Income and Growth
Stock selection has driven BRIG’s excess returns versus the FTSE All-Share…
07 Jan
07 Jan
Fund Research
Edinburgh Worldwide
EWI is one of few ways to access Elon Musk’s SpaceX…
08 Jan
08 Jan
Fund Research
BH Macro
BHMG offers exposure to ‘real deal’ hedge fund returns...
08 Jan
08 Jan
Rating
Kepler's top-rated investment trusts for 2025
We update our annual quantitative ratings for investment trusts…
08 Jan
08 Jan
December 2024
Fund Research
Portfolio update: BlackRock Energy and Resources Income
BERI has performed well under the new strategy...
13 Dec
13 Dec
Strategy
Are you not entertained?
Our analysts discuss the greatest story ever told…
26 Dec
26 Dec
Strategy
The little trust that could
A plucky performance saw this small cap trust end the year ahead of a strong pack in our annual top picks challenge...
20 Dec
20 Dec
Strategy
All I want for Christmas - is an investment trust on a juicy discount...
Investment trust discounts, under the right circumstances, could provide investors with significant return potential…
18 Dec
18 Dec
Opinion
Market Matters with Schroder UK Mid Cap's Jean Roche
We discuss big picture market insights with leading investment experts...
23 Dec
23 Dec
Opinion
Trust Issues: investing in frontier markets with BRFI
We discuss opportunities for investors in frontier markets and why BRFI is well-positioned to benefit from strong growth drivers in the region...
23 Dec
23 Dec
Features
Monks Investment Trust: growth beyond the obvious
Investment manager Spencer Adair explains how Monks is embracing the potentially open-ended growth opportunities offered by AI and planting the seeds of long-term growth by looking where others aren't...
20 Dec
20 Dec
Features
Beyond Silicon Valley: the US’s other innovation hubs
The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new economic geography...
20 Dec
20 Dec
Features
Is a Trump presidency good for gold?
What does a Trump presidency mean for the gold price and thus the gold miners?
13 Dec
13 Dec
Features
Stock spotlight: Synopsys
HK Gupta, SGA Portfolio Manager describes why he believes Synopsys' exciting growth opportunities earns itself a place in the portfolio...
13 Dec
13 Dec
News
Results analysis: Jupiter Green
JGC announces the conclusion of its review…
20 Dec
20 Dec
Fund Research
JPMorgan Japanese
Following the combination with JSGI, JFJ is the largest and lowest-cost trust in the AIC Japan sector…
23 Dec
23 Dec
Fund Research
Aberforth Smaller Companies
ASL’s value roll approach has generated alpha, and is available at an attractive discount…
23 Dec
23 Dec
Fund Research
Brown Advisory US Smaller Companies
BASC’s recovery potential shows through in recent performance…
23 Dec
23 Dec
Fund Research
Vietnam Enterprise Investments
Changes to VEIL’s portfolio under its new manager have already borne fruit…
20 Dec
20 Dec
Fund Research
JPMorgan Indian
JII offers quality India exposure at a wide discount and a competitive cost…
20 Dec
20 Dec
Fund Research
Law Debenture
LWDB continues to set itself apart from peers in the sector by utilising its unique structure…
18 Dec
18 Dec
Fund Research
Mid Wynd International
MWY aims to generate wealth through a portfolio of quality compounders…
16 Dec
16 Dec
January 2025
Spotlight on Edinburgh Worldwide
Join our webinar, when we will hear from Edinburgh Worldwide’s Douglas Brodie about exciting innovation themes and the outlook for small-cap growth investing...
1 Session
1 Speaker
January 2025
January 2025
Session
Edinburgh Worldwide
15 Jan, 11:30
15 Jan, 11:30