June 2026
Strategy
You can’t always get what you want
Infrastructure trusts have evolved, but are they still being assessed with reference to the past?
17 Jun
17 Jun
Strategy
Fortunate Austria
We build a portfolio of low-beta investment trusts.
10 Jun
10 Jun
Strategy
Famous for 15 minutes
We take arms against a field of sacred cows.
03 Jun
03 Jun
May 2026
Strategy
King Canute
We ask if higher rates can derail the tech rally.
27 May
27 May
Strategy
Siren song
Long-term cash holdings may cost investors more than they think, but investment trusts offer a compelling alternative through strong dividend growth potential.
20 May
20 May
Special report
SIPPing from the income cup
Income diversification provides flexibility in retirement.
17 May
17 May
Strategy
Gunslinger
We look at how investors can diversify their US exposure beyond tech mega caps.
13 May
13 May
April 2026
Strategy
I fought the war, and the war won
A year on from Liberation Day, our analysts look at who is winning the trade war.
29 Apr
29 Apr
Strategy
The wisdom of crowds
Widespread misconceptions about passive investing suggest popular wisdom isn't all its cracked up to be.
22 Apr
22 Apr
Strategy
Finding value in the volatility
We ask where volatility during the Middle East crisis has created opportunities in discounts.
15 Apr
15 Apr
Strategy
A cautionary quarterly tale
We look at what has performed best in the volatile first quarter of 2026.
08 Apr
08 Apr
March 2026
Strategy
99 bottles of beer on the wall
We identify some attractive options for investors exiting EWI and IEM, or those with cash to put to work.
25 Mar
25 Mar
Strategy
Bakumatsu
We make the case for investing less in the USA.
18 Mar
18 Mar
Strategy
Situation normal?
A turbulent few years for UK REIT share prices contrasts with steady rental growth.
11 Mar
11 Mar
Strategy
A galaxy of stars
Despite its recent travails, the breadth and diversity of the investment trust universe is staggering.
04 Mar
04 Mar
February 2026
Strategy
When one door closes
Rumours of an existential crisis for the investment trust sector are greatly exaggerated.
25 Feb
25 Feb
Strategy
Emerging Markets sector review, how 2025 reshaped the landscape
Emerging markets are evolving into a more differentiated and resilient opportunity set.
18 Feb
18 Feb
Strategy
All the G in China
China’s governance reforms follow the Japanese blueprint but may have been overlooked.
11 Feb
11 Feb
Strategy
Rekordmeister
We examine why the quality factor underperformed in 2025 and whether now presents an attractive entry point.
04 Feb
04 Feb
January 2026
Strategy
Back with a bang?
UK IPOs come into 2026 with good momentum; can new listing rules maintain this?
28 Jan
28 Jan
Strategy
All eyes on Europe, a look across the Channel
Europe makes its case as an investment destination.
21 Jan
21 Jan
2026 Kepler Ratings
High fliers
We reveal our top rated trusts for Income, Growth and Alternative Income in 2026.
14 Jan
14 Jan
Strategy
All the things that outperformed Nvidia in 2025
We look for lessons in a list of the most successful investment trusts of last year.
07 Jan
07 Jan
December 2025
Strategy
Place your bets!
We look at the team’s (surprisingly good) choices for their fantasy portfolios in 2025, and their ‘top picks’ for the year ahead.
31 Dec
31 Dec
Strategy
The toad to recovery, and other stories
We look back on another year of fascinating research from the team at Kepler, even if we do say so ourselves.
26 Dec
26 Dec
Strategy
Next slide, please
New rules on costs could provide a boost to the sector next year, what else do we want to see?
17 Dec
17 Dec
Strategy
What is now proved was once only imagined
What might we learn from the ‘dot com’ era that we can apply to today’s markets?
11 Dec
11 Dec
November 2025
Strategy
Back to the future
Our analyst argues investment trusts are the modern way to invest.
26 Nov
26 Nov
Strategy
Following the flow, where global capital is looking next
Recent flows point to a potentially subtle shift, with investors reassessing the regions offering a balance of value and reform-driven growth outside the US.
19 Nov
19 Nov
Strategy
Turn and face the strange
We ask when boards are going to bite the bullet and switch to value.
12 Nov
12 Nov
