December 2020
Strategy
My haven’t you grown!

How sustainability has gone from zero to hero in 2020…
August 2020
Strategy
Recipe for disaster?

In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
July 2020
Fund Research
Martin Currie Global Portfolio

One of the most exciting trusts in the Global sector, MNP offers a concentrated portfolio of growth opportunities…
January 2020
Strategy
Full house

The KTI team’s ‘top picks’ for 2019 have delivered strong results…
October 2019
Strategy
Sail away: the best trusts to escape the UK

We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...
September 2019
Fund Research
Securities Trust of Scotland

Led by Mark Whitehead, STS offers an attractively valued portfolio of global equities...
Strategy
Rebels no more...

Climate change and sustainability is now mainstream - we launch ESG analysis into all of our fund research…
Fund Research
Martin Currie Global Portfolio Trust

Since taking over the portfolio last year, Zehrid Osmani has achieved exceptional returns through a highly concentrated portfolio of growth companies…

August 2019
Strategy
Dangerous ground: the perils of timing the market

Our research shows that attempting to time the market is, more often than not, a mug's game...
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...
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...
March 2019
Fund Research
Martin Currie Global Portfolio Trust

Martin Currie Global Portfolio Trust (MNP) aims to achieve long-term capital growth, in excess of the FTSE World index, whilst offering solid income for investors...
February 2019
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...
January 2019
Fund Research
Securities Trust of Scotland

Securities Trust of Scotland (STS) is a broadly diversified global equity income portfolio offering a solid yield of 3.8%...
December 2018
Year ahead
Ladies, gentlemen and non-binary persons, start your engines…

With Britain only months away from the bright, sunlit uplands of Brexit and America officially ‘great’ again, we present our best ideas for what looks set to be a fascinating year…
November 2018
Fund Research
Securities Trust of Scotland

A broadly diversified global equity income offering with an above average yield of 3.8%, on a very wide discount relative to its peers...
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
Martin Currie Global Portfolio Trust

A globally focused portfolio aiming to deliver long-term capital growth, in excess of the FTSE World Index, while offering a solid yield relative to the sector.
May 2017
Fund managers
I'm not interested in 'me-too' portfolios...

We meet Martin Currie's head of income Mark Whitehead and ask how he is helping to shape the group's equity income strategy...
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...
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'...
October 2015
Strategy
Global funds for income, growth and stormy weather

We compare investment trusts and funds across five global equity sectors, and highlight four of the best...
Fund Research
Securities Trust of Scotland
July 2015
Fund Research
Martin Currie Global Portfolio Trust
June 2015
Strategy
Liquidity: Punching above their weight

Five small yet highly liquid trusts which should be on your radar

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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.