February 2024
Strategy
Catch a falling star
Our analysts discuss three discounted sectors that could be due a rebound…
28 Feb
28 Feb
Strategy
Pitch doctoring
Our analyst argues the upcoming budget should see radical action to boost the UK market…
21 Feb
21 Feb
Strategy
Rise of the Machines
We look at some potentially exciting technology themes outside of the AI realm and share ways for investors to gain exposure without the hefty price tag…
14 Feb
14 Feb
Strategy
Range anxiety
We look at what context we can gain from ten years of discount analysis…
07 Feb
07 Feb
January 2024
Strategy
Merger of ORIT and AERI could make sense for shareholders
We ask what factors make for a good merger and ask if these apply to ORIT and AERI...
25 Jan
25 Jan
Strategy
Share the wealth, Xi...
The world's most successful communist country could benefit from a decent welfare state...
24 Jan
24 Jan
2024 Kepler Ratings
Top of the Pops
We reveal the winners of our investment trust ratings for 2024…
17 Jan
17 Jan
Strategy
Definitely maybe
Fund flows and discounts may shed some light on a once-in-a-generation opportunity…
10 Jan
10 Jan
December 2023
Strategy
Man in the mirror
Our analysts take a deep dive into their own output and dig out their favourite pieces of the year…
27 Dec
27 Dec
Strategy
The best-performing investment trust of 2023 (so far)
3i’s price rise this year is unlikely to be repeated, but what of the rest of the LPE sector?
21 Dec
21 Dec
Strategy
In-come all ye faithful
Equity income could be a beneficiary of the higher interest environment, with trusts a good way to capture it…
13 Dec
13 Dec
Strategy
Fool's gold
Cash would have been a poor investment through this period of high inflation…
06 Dec
06 Dec
November 2023
Strategy
Built to last
UK commercial property trusts have weathered a fierce storm, but our analysts think their fortunes may already have passed a nadir..
22 Nov
22 Nov
Special Report
The Asian century
Failing to invest in Asia means omitting half the global economy from your portfolio…
15 Nov
15 Nov
Strategy
Back to basics
Higher rates mean re-visiting portfolio construction...
01 Nov
01 Nov
October 2023
Strategy
We’re going to need a bigger boat…
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
Strategy
Computer says no
Markets are fixated on replacing humans with AI, rather than maintaining them with biotech. Could this be an opportunity to rotate profits?
18 Oct
18 Oct
Strategy
You say potato
Despite being in the same sector, investment trusts in the UK Equity Income sector could be more lowly correlated than you might think…
11 Oct
11 Oct
Strategy
To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
04 Oct
04 Oct
September 2023
Strategy
Five questions about emerging markets
We track key developments in the diverse emerging markets universe…
20 Sep
20 Sep
Strategy
Risk on, risk off
Capital preservation trusts are maintaining historically low equity levels, despite the rally seen so far in 2023…
14 Sep
14 Sep
Strategy
You should be dancing…
North America should be a core part of any portfolio…
06 Sep
06 Sep
August 2023
Strategy
Halfway there…investing on a prayer
We provide an update on our picks for 2023 and see which analysts' prayers are being answered…
23 Aug
23 Aug
Strategy
Time to take the plunge
UK smaller companies have historically outperformed after every fall. Is this the moment to brave the uncertainty..?
16 Aug
16 Aug
Strategy
Should I stay, or should I go?
Re-appraising the invitation to the bond party…
09 Aug
09 Aug
Strategy
Isn’t it ironic?
Alternatives: not equities, not bonds, but a bit of both...
02 Aug
02 Aug
July 2023
Strategy
Simply the Best
Investing in high quality companies was a successful strategy for many years, but has its time passed?
19 Jul
19 Jul
Strategy
Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
12 Jul
12 Jul