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...
USF’s portfolio is now fully operational and the trust is on track to commence the targeted 5.5 cent dividend in 2021…
Brown Advisory has been appointed to manage Jupiter US Smaller Companies, utilizing their small cap growth strategy…
The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
NBPE is unique in the LPE sector, which means its wide discount is attractive…
Investing in global tech, PCT targets global leaders at favourable points in their development cycle…
Slides and audio from our event focused on alternative routes to a reliable income…
TPOU’s portfolio has been pivoted year to date, and with renewed focus from board and manager, the discount of 23% looks anomalous…
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
