April 2021
Fund Research
Impax Environmental Markets

IEM’s valuation-led approach to growth investing has delivered strong returns through cycles...
February 2021
Head to head
Dire Straits or Money for Nothing?

With the sector having seen discounts narrow like never before – our analysts debate whether a premium is a price worth paying…
Strategy
Eurovision 2021

Eight charts to guide investors through Europe...
January 2021
Strategy
Kepler's top-rated investment trusts for 2021

We update our annual quantitative ratings for investment trusts…
December 2020
Strategy
My haven’t you grown!

How sustainability has gone from zero to hero in 2020…
Fund Research
Impax Environmental Markets

2020 has been IEM’s year, and the future looks bright too…
October 2020
Strategy
Nice guys finish first

ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?

August 2020
Head to head
Trump v. Biden

Two of our analysts debate who will win the US election and what that means for markets…
Events
Weathering the storm: Impax Environmental Markets

Reporting results for the six months ending June 2020, IEM has continued to attract new investors even during the Coronavirus crisis and could soon face capacity constraints…

July 2020
Strategy
A game of four quarters

Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?
Strategy
The next big thing: two mega-trends that everyone should own

Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?
Fund Research
Impax Environmental Markets

Strong demand for IEM’s unique offering, means it continues to issue shares and grow...
March 2020
Strategy
Of mice and men

Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…
January 2020
Strategy
Crystal Balls

Drunk on our success in choosing funds to perform well in 2019, the team at Kepler Trust Intelligence is back at the table with a glint in its eye…
September 2019
Fund Research
Impax Environmental Markets

IEM invests in companies which are helping the transition from depletive models to sustainable ones…
Strategy
Rebels no more...

Climate change and sustainability is now mainstream - we launch ESG analysis into all of our fund research…
April 2019
Strategy
Nice guys finish first

We review the rise of ESG, its impact on investment trusts, and the various ways ESG has evolved in the trust world...
Strategy
ESG: Impact

Here we explain what impact ESG investing is and how managers apply this type of strategy to their trusts...
March 2019
Fund Research
Impax Environmental Markets

With global populations rising, IEM invests in companies that help humanity achieve more with less...
February 2019
Strategy
A marathon not a sprint

Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
December 2018
Year in review
Why did the chicken cross the road?

Because he was so bored of reading newspapers devoted entirely to Brexit he was hoping he’d be hit by a truck.
Fund Research
Impax Environmental Markets

Long term thinking...
March 2018
Strategy
Electric dreams

The global shift toward electrification could spark many opportunities…
Fund Research
Impax Environmental Markets

A highly-differentiated global equity trust that benefits from the increasing focus on resource efficiency and tighter environmental regulations around the world...
September 2017
Disruption
Winners and losers from tomorrow’s world

Searching for the Tesla of tomorrow…
Fund Research
Impax Environmental Markets

A global equity trust harnessing unambiguous long term growth...
February 2017
Fund Research
Securities Trust of Scotland
Strategy
Into the wilderness

As the West heads deeper into uncharted territory, we examine the way in which global fund managers are positioning in the face of vertiginous valuations and seismic political change...
Fund Research
Impax Environmental Markets
Fund Research
Monks
Show More

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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.