IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
JAM offers investors a ‘one stop shop’ to US equities, with a core approach that has outperformed the S&P 500…
For the second year running we examine trusts on discounts which, in our view, don't make sense...
While the economic outlook may be good for JUSC’s quality bias, its current discount offers an attractive entry point…
USF is now paying cash-covered dividends in line with its fully operational target of 5.5 cents per share...
NBPE’s NAV momentum continues, and the portfolio’s maturity would indicate that further progress cannot be ruled out…
NBMI’s results show the benefits of its new strategy, which has been rewarded with a rapidly narrowing discount…
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….
Recent write-up leaves NBPE’s NAV +22.2% YTD with potentially further progress to come…
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
NBPE’s wide discount appears unwarranted...
IBT has had a change of management - but no change of strategy…
Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...
TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…
JUS’s new manager brings a new strategy, and scope for the discount to narrow…
NBPE has reported a very strong start to 2021, building on an excellent 2020…
Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and ou...
JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…
We look at the recent results announcement from USF, and how the trust is poised to offer both high levels of income and capital growth in 2021…
JUSC offers investors a portfolio of high-quality US small caps, and has a strong record of performance and alpha generation…
The global economy is slowly recovering from the havoc wrought by COVID-19. Market leadership is changing and there is greater clarity on the future. Tony DeSpirito, Co-Manager of the BlackRock Nor...
With a strong start to the year, BRNA has a number of catalysts to drive performance in 2021 and an attractive yield of 4.7%...
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'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
