February 2021
Fund Research
Barings Emerging EMEA Opportunities

BEMO is Barings Emerging Europe under a widened mandate offering greater alpha and dividend potential…
December 2020
Strategy
A bumper harvest?

Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
June 2020
Fund Research
Baring Emerging EMEA Opportunities

BEE’s portfolio’s cheap valuations and strong fundamentals make it a potential recovery play...
January 2020
Strategy
Drifting apart: how emerging markets have become less correlated

We examine how correlations between different emerging markets have evolved, and whether single country strategies could diversify returns going forward....
December 2019
Fund Research
Baring Emerging EMEA Opportunities

BEE invests in strikingly cheap markets and has a strong track record of alpha and dividend generation…
November 2019
Strategy
Times are a changin'? The case for a value resurgence

We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?
May 2019
Fund Research
Baring Emerging EMEA Opportunities

Baring Emerging Europe offers a high dividend yield of 4.5% from its unique focus on a cheaply valued region ...
Strategy
Sweet or sour?

Three months in, we check up on the progress of our discount opportunities portfolio...
February 2019
Strategy
Sweet treats

The eight trusts with strong prospects, but wide discounts...
Strategy
Income for the long haul

With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
November 2018
Strategy
Every cloud...

The endless grinding negativity of Brexit has driven investors away from Europe in scores, leaving rich pickings for opportunistic buyers...
October 2018
Strategy
Information overload

Our analysis shows the long-term case for emerging markets remains largely unaffected by much of the negative newsflow surrounding the sector...
Fund Research
Baring Emerging EMEA Opportunities

Baring Emerging Europe offers capital growth and a dividend yield from a unique portfolio of stocks in developing Europe...
May 2018
Strategy
Forza Italia!

Recent weeks have seen Italy's rocky relationship with the EU thrust into the spotlight once again, but we think volatility for European equities may be a buying opportunity...
March 2018
Income
The search for discounted yield

We scour the investment trust universe for trusts offering chunky yields on a discount...
Fund Research
Baring Emerging Europe

An unusual combination of high-alpha stockpicking, with a portfolio exhibiting strong growth credentials and decent dividend income
November 2017
Sector report
Race ready

Our analysis suggests conditions are right for emerging markets fund managers who can add real alpha to generate strong returns...
September 2017
Asset allocation
Not the usual suspects...

As equity valuations continue to defy logic, we identify the trusts least correlated to their fortunes...
Fund Research
Baring Emerging Europe

Income from a growth portfolio - something for everyone?

April 2017
Cover story
The greatest

We use technical analysis to identify some of the best stock picking fund managers in the world today...
November 2016
Strategy
Fantastic income (where to find it)

We reveal the true extent of stock concentration among UK equity income funds and identify three trusts which offer a fantastic alternative...
September 2016
Fund Research
Baring Emerging EMEA Opportunities

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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.