July 2022
Fund Research
Schroder Asian Total Return

ATR’s sophisticated strategy is an attractive way to take long-term Asia exposure…
December 2021
Strategy
We are the (ESG) champions

Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
October 2021
Strategy
Beyond the Middle Kingdom

As momentum falters in the emerging markets powerhouse, we examine the options for investors outside China...
Events
Six trusts on juicy discounts

Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…
September 2021
Events
Now that's what I call a discount 2021!

For the second year running we examine trusts on discounts which, in our view, don't make sense...
March 2021
Events
Spring Conference '21

Audio and presentations from 21 of the UK’s leading investment trust managers…
December 2020
Strategy
What the Dickens!

A festive collection of forecasts, theories, and other harmless fictions from our analysts...
Strategy
My haven’t you grown!

How sustainability has gone from zero to hero in 2020…
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.
October 2020
Strategy
The real reason to invest in India...

India is struggling economically – could there be a value opportunity in the stock market?
September 2020
head to head
Bull in the Chinese market?

The Chinese stock market has been a notable winner thus far in 2020. Should investors stay the course, or take profits?
September 2019
Fund Research
Fidelity China Special Situations

Fidelity China Special Situations has outperformed its index by over 20% in five years...
May 2018
Fund Research
Fidelity China Special Situations

A diversified "all-cap" portfolio tilted to the secular growth in Chinese middle class consumption
November 2017
Fund research
Fidelity China Special Situations

A multi-cap Chinese equity trust that has generated significant alpha over the years yet trades on a double-digit discount
April 2017
Fund Research
Fidelity China Special Situations

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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.