November 2020
Head to head
Hope springs eternal

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…
Fund Research
Brunner

Trading at the widest discount in the AIC Global sector, BUT offers a balanced portfolio of global growth opportunities…

June 2020
Events
Deep impact

Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
May 2020
KTI Virtual Summit
Braving the new world

Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
April 2020
Fund Research
Allianz Technology

Active specialist manager, performed strongly in the COVID-19 downturn...
October 2019
Fund Research
Allianz Technology

The Allianz Technology Trust invests in a portfolio of technology companies, with a bias towards mid-cap companies with significant earnings growth potential...
June 2019
Strategy
USA! USA. USA?

We discuss three possible scenarios for the US over the next year - and the trusts poised to prosper in each...
April 2019
Strategy
Because they're worth it

With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
March 2019
Fund Research
Allianz Technology

A very actively managed specialist trust, with one of the most experienced technology investment teams in the world at the helm...
October 2018
Fund Research
Allianz Technology

Allianz Technology Trust is a very actively managed specialist investment trust, managed by one of the most experienced technology investment teams in the world...
Strategy
The Trump effect

Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...
April 2018
Strategy
The $23.9 trillion dollar question*

Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
Fund Research
Allianz Technology

Allianz Technology Trust (ATT) offers exposure to companies involved in 'innovative disruption' in sectors as wide ranging as automobiles, advertising, security, retail and web services
September 2017
Disruption
Winners and losers from tomorrow’s world

Searching for the Tesla of tomorrow…
Fund research
Allianz Technology Trust

A pure exposure to disruptive technology...
February 2017
Strategy
Don't wanna be an American idiot

We highlight various routes to US exposure for those who are not sure how much faith they place in the 'Trump Bump'...
Fund Research
Allianz Technology Trust
November 2016
Strategy
Fortune favours the brave

Our analysis shows that technology trusts are far less risky than the returns they have generated suggest...
January 2016
Fund Research
Merchants Trust
Strategy
Sector report: What lies beneath

Amid growing unease over yield, we highlight five equity income trusts to cope in a harsh environment...

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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.