December 2020
Strategy
What the illuminati don’t want you to know

Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…

Strategy
2020 Hindsight

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'...

News
Results analysis: BlackRock Frontiers

BlackRock Frontiers has seen a dramatic improvement in performance since its year end, and the managers are excited about the outlook…

18 December 2020
Fund Research
Miton Global Opportunities

Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...

Fund Research
Witan

Witan has bounced back from Q1 2020, making the 7.6% discount potentially attractive…

Fund Research
Allianz Technology

ATT offers a unique portfolio of technology stocks, performing strongly during COVID-19…

News
Results analysis: Jupiter Green

The team behind the newly revamped Jupiter Green believe the COVID crisis has sharpened the focus on sustainability, creating a multi-decade opportunity for companies in the portfolio…

15 December 2020
News
Flash update: NB Private Equity Partners

Significant realisation should prompt investors to re-look at the discount to NAV...

11 December 2020
News
Results analysis: Majedie Investments plc

We examine the potential for MAJE if sentiment toward the UK improves in 2021…

10 December 2020
Strategy
A bumper harvest?

Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?

Fund Research
Securities Trust of Scotland

STS has a new manager with a strong track record…

News
Flash update: Securities Trust of Scotland

We look at the recent change in management of STS and what it means for investors…

09 December 2020
News
Flash update: Keystone Investment Trust

With the board announcing that Baillie Gifford will be taking over KIT, we look the new approach focusing on positive change…

07 December 2020
REPLAY
Slides and Audio: Jupiter Green

Our research team at Kepler Trust Intelligence hosted a 30 minute webinar update with Charlie Thomas, Head of Strategy, Environment & Sustainability at Jupiter Asset Management...

04 December 2020
Features
Biden victory and vaccine hopes spur rotation into value stocks

Stephen Anness digests the latest headlines from around the world and what this could mean looking ahead for Invesco Perpetual Select Trust plc: Global Equity Income...

Fund Research
Menhaden

Unique portfolio and good performance means discount looks anomalous...

Strategy
Can you teach an old dog new tricks?

Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…

Fund Research
Impax Environmental Markets

2020 has been IEM’s year, and the future looks bright too…

Fund Research
Ruffer Investment Company

RICA is an all-weather proposition, aiming to deliver over range of market and economic outcomes...

Features
Payments of the Universe

Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits...

News
Results analysis: Seneca Global Income & Growth

After a strong six months, we look at SIGT’s outperformance of its benchmark and whether it has the potential to continue to do so going into 2021…

02 December 2020

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