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'...
BlackRock Frontiers has seen a dramatic improvement in performance since its year end, and the managers are excited about the outlook…
Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...
Witan has bounced back from Q1 2020, making the 7.6% discount potentially attractive…
ATT offers a unique portfolio of technology stocks, performing strongly during COVID-19…
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…
Significant realisation should prompt investors to re-look at the discount to NAV...
We examine the potential for MAJE if sentiment toward the UK improves in 2021…
Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
STS has a new manager with a strong track record…
We look at the recent change in management of STS and what it means for investors…
With the board announcing that Baillie Gifford will be taking over KIT, we look the new approach focusing on positive change…
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...
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...
Unique portfolio and good performance means discount looks anomalous...
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
2020 has been IEM’s year, and the future looks bright too…
RICA is an all-weather proposition, aiming to deliver over range of market and economic outcomes...
Tom Slater, Scottish Mortgage Investment Trust joint manager, on how companies that can take the pain out of online payments are reaping big benefits...
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…
SONG NAV moves up, and continues to offer potential income and capital growth…
ATST offers a blended portfolio of nine highly concentrated funds...
Tom Holl, Co-Portoflio Manager of BlackRock Energy and Resources Income Trust plc explores the hedging potential in commodities and natural resources...
The shift towards the energy transition is seemingly already having a positive impact on BERI’s returns…
UK equities have been despised for almost five years and could offer extreme rebound potential…
AVI Global has held up strongly throughout the uncertainty of 2020, outperforming the benchmark and taking advantage of depressed valuations…
JPMorgan 'real asset' trust to issue C-Shares and declares evolution of investment policy…
FCIT offers a well-diversified global multi-strategy portfolio at an attractive discount…
JGGI offers a differentiated solution to global equity income investing…
