September 2021
Strategy
Winter is coming

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...
February 2021
Fund Research
JPMorgan China Growth & Income

JCGI offers exciting growth potential from Chinese large and mid-caps with a high and predictable dividend…
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'...
Strategy
What the Dickens!

A festive collection of forecasts, theories, and other harmless fictions from our analysts...
Features
Podcast: The Great Divergence

China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead...
Features
The Great Divergence Between East and West

China is one of the few countries to have defied recession in 2020. In our Short Briefings on Long Term Thinking podcast, Roderick Snell considers the pandemic’s positive effect on future growth.
November 2020
Features
China's Champions

What is it about Chinese firms that helps them blossom? Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, pick the best of the bunch...
July 2019
Strategy
Push-me pull-you

Two contrasting influences are dominating the outlook for Asian markets - we analyse them and how Asia trusts are positioning their portfolios in response...
January 2019
Features
BlackRock
Can metals be made to shine?

The team at BlackRock World Mining say lessons have been learned from the recent downturn, and highlight opportunities they see in the sector...
July 2018
Video
Invesco Perpetual
Outlook for Asia: still positive?

Invesco's Ian Hargreaves gives his take on the trade war and more...
May 2018
Fund Research
JPMorgan China Growth & Income

An actively managed exposure to China, including Hong Kong and Taiwan, with a portfolio tilted towards domestic Chinese consumption
Strategy
Blast off!

Many institutional investors are structurally underexposed to one of the fastest growing parts of the world even as China A-Shares join the global indices...
October 2016
Strategy
Fishing for discounts

Despite a resurgence among emerging market equities, discounts continue to yawn among trusts in the sector – we highlight three that stand out...
July 2016
Strategy
Taking the bull by the horns

We examine the boards which have done most to fight for their shareholders' interests in an unforgiving arena...
Opinion
Anarchy in the UK

We collate the reactions of the City's leading investment companies analysts in the wake of the EU referendum...
April 2016
Fund Research
Aberdeen Asian Smaller Companies

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.