As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
We ask whether equities can still offer meaningful diversification or whether investors need to turn to alternatives…
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
We review discounts in the investment trust space against a backdrop of harsh conditions...
Biotech has had a rough ride lately but, as the world gets older and richer, our analysts think long-term secular growth is inevitable…
We look at the attractions of the private debt market, historically the hunting ground of the institutional investor…
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
We examine the £27bn listed Infrastructure and Renewable Energy Infrastructure sectors…
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
Ahead of our spring conference, we ask whether investors need to junk their portfolios and start again…
Our research suggests that investment trusts really are a better way to gain exposure to smaller companies…
We examine the trade-off between earning a current high dividend yield and growing future dividends...
Private markets could be the next big opportunity for investors…
We examine the relationship between the demand for open- and closed-ended funds, and ask whether investor behaviour can be predicted...
We survey the discount opportunities in the market and update on the performance of our Discounted Opportunities Portfolio…
We unveil the winners of our ratings for 2022 in the Growth, Income & Growth and Alternative Income categories…
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the y...
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
Investment trusts have proven their worth during the pandemic, delivering dividend growth despite the turmoil…
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
We highlight trusts which could appeal in an environment where 'transient' inflation is here to stay...
While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…
Judging whether the US market is expensive is not as easy as many make it out to be…
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
One of our analysts looks at the implications of the shocking rise in energy prices and the opportunities it highlights for investment trusts...
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
As momentum falters in the emerging markets powerhouse, we examine the options for investors outside China...
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
After a strong period for European equity markets, we ask whether this trend can continue…
