January 2019
Features
Invesco
Invesco: the 2019 outlook for global equities

A decade after the global financial crisis, we’re seeing a mixed bag of growth. What does Nick Mustoe, Invesco’s Chief Investment Officer, think lies ahead?

Features
Invesco
Mark Barnett: the outlook for UK equities in 2019

With uncertainty over Brexit clouding the view, Mark Barnett, Invesco’s Head of UK Equities, provides his investment outlook for 2019.

Strategy
There may be trouble ahead

We analyse why multi-asset macro funds have struggled and attempt to identify some possible closed-ended alternatives...

Fund Research
ICG Enterprise Trust

Differentiated access to an asset class that continues to outperform...

Fund Research
Ruffer Investment Company

This trust is well positioned to perform well if markets bounce, or the sell-off intensifies...

Fund Research
BH Global

Seeks to generate strong risk adjusted returns in all market conditions

Fund Research
Gabelli Merger Plus+ Trust

Gabelli Merger Plus offers returns uncorrelated to equity markets and a 5% dividend yield on NAV...

Fund Research
Mid Wynd International

A trust that aims to grow real wealth through investing in high-quality stocks across the world...

Strategy
Class of 2018...

After a flood of new investment trust launches in 2018, we examine their progress so far...

Features
Bright side of Japan

Innovation is often born out of necessity. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, tells journalist Joji Sakurai that Japan’s st...

Fund Research
BH Macro

A feeder trust for the Brevan Howard macro hedge fund, which has seen resurgent performance in 2018...

Features
Appy New Year!

A new app specifically designed for financial services professionals aims to cut through the noise of traditional social media...

Features
BlackRock
Can metals be made to shine?

The team at BlackRock World Mining say lessons have been learned from the recent downturn, and highlight opportunities they see in the sector...

Fund Research
TR European Growth

A value-led strategy which aims to deliver capital growth through investing in small and medium-sized companies in Europe...

Fund Research
Standard Life UK Smaller Companies

Standard Life UK Smaller Companies has a relatively concentrated portfolio of quality growth stocks held for the long run...

Features
Olivia Markham: The case for energy

Confidence is returning to the energy sector, says portfolio manager Olivia Markham, while mining may not have reached its peak...

December 2018
Year ahead
Ladies, gentlemen and non-binary persons, start your engines…

With Britain only months away from the bright, sunlit uplands of Brexit and America officially ‘great’ again, we present our best ideas for what looks set to be a fascinating year…

Features
BlackRock
Ingredients for change

The UK market has only been cheaper twice in the last century; and on both occasions the world was at war...

Year in review
Why did the chicken cross the road?

Because he was so bored of reading newspapers devoted entirely to Brexit he was hoping he’d be hit by a truck.

Fund Research
JPMorgan Emerging Markets

The trust has been a consistent outperformer investing in volatile emerging markets...

Features
Resolute investors: part two

James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of profound change in their industries...

Features
Baillie Gifford
Resolute investors: part one

In this in depth discussion, Scottish Mortgage joint managers James Anderson and Tom Slater talk about some of the key investment lessons they have learnt and how these have impacted the distinctiv...

Strategy
Efficiency is everything

With fee structures under increasing scrutiny, we analyse which trusts limit their costs without sacrificing standards...

Fund Research
F&C Investment Trust

The world’s oldest investment trust is on course for its 48th consecutive year of dividend increases having paid a dividend every year since launch...

Fund Research
Monks Investment Trust

Diversification is a key attribute of the portfolio, with the managers focusing on the type of growth they anticipate each company delivering...

Fund Research
Aberdeen New India

The trust has outperformed the market handsomely over the past five years thanks to strong stock selection...

Features
Brexit: Why we see an opportunity in smaller companies

The team behind Invesco Perpetual UK Smaller Companies Investment Trust believe the current shenanigans could work out well for investors who are prepared to hold their nerve...

News & Events
Flash update - Majedie Investments: final results

A brief review of Majedie investments 30 September final results, announced 5 December 2018...

Strategy
Surf's up

As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which have rarely looked cheaper...

Invesco
The long term opportunity in domestic value

Invesco's Ciaran Mallon thinks the referendum has created a clear opportunity for UK investors...

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Current Site 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.