Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
It is fair to say this year has not got off to a great start for markets. There are a few bright spots, but the major global indices are down, with some of the top trades of the last few years giving back returns. Anecdotally, we believe investors are looking to top up defensive alternatives, especially those which can provide an income. These have generally managed to eke out positive returns despite the volatility, if only from dividends. However, for investors with a greater risk appetite, volatile markets can provide opportunities as investments sell off and become cheaper. In the below article, we look at our portfolio of discounted opportunities, trusts we think have strong NAV potential and yet are or have been trading on wide discounts which could super-charge returns.
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