We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
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...
How sustainability has gone from zero to hero in 2020…
Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
UK equities have been despised for almost five years and could offer extreme rebound potential…
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
We examine what the trend to passive investing means for active investment strategies…
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
India is struggling economically – could there be a value opportunity in the stock market?
The UK Smaller Companies Sector faces plenty of challenges, but bombed out valuations among trusts in the sector look interesting...
We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…
Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...
With mutual eurozone debt established all eyes are on the continent once more; but what will drive relative returns?
We look for hidden gems in the smaller end of the investment trust universe...
In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?
Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...
Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?
We consider two strategies to cope with markets which, boosted by massive government support, may be witnessing the start of a ‘melt-up’ which may be followed swiftly by a melt-down...
As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…
We try to identify the best compromises between yield, value and security in the property sectors…
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
