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...
GMP seeks to generate uncorrelated, absolute returns through investing in announced mergers on a global basis...
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...
US Solar Fund has made significant progress with its portfolio and expects dividends to be fully covered by operational cashflow from now on…
Our poll found little consensus among KTI users about who would win the keys to the White House...
In what has been a challenging year for investors, the benefits of JAM’s new approach are coming to the fore…
Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer...
BRNA offers a 5% yield from a portfolio of high quality US companies…
IBT offers a differentiated exposure to a secular growth theme complemented by a solid yield…
NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…
While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
As investors reflect on the damage inflicted by the coronavirus outbreak on their portfolios in recent weeks, they may be looking for a way to build in greater resilience... However, traditional de...
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
