BlackRock American Income (BRAI) - Feb 2026 | Kepler Trust Intelligence

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BRAI’s new investment strategy starts off strong.

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Jean-Baptiste Andrieux

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Updated: 27 February 2026

Gunslinger

Jean-Baptiste Andrieux

We look at how investors can diversify their US exposure beyond tech mega caps.

Jean-Baptiste Andrieux

The US’ big beautiful value index

Is the US really all about a handful of stocks?

US value stocks have pulled ahead since the start of the year

Jean-Baptiste Andrieux

US value stocks have outperformed their growth peers since the start of the year.

Jean-Baptiste Andrieux

Money for nothing

We look at those investment trusts covering the costs of their fees with buybacks.

February 2026

Results analysis: BlackRock American Income

Jean-Baptiste Andrieux

BRAI’s new investment strategy is off to a promising start.

Jean-Baptiste Andrieux

August 2025

BlackRock American Income (BRAI)

BRAI aims to deliver outperformance in a risk-controlled manner.

April 2025

Hairbrained scheme

Ryan Lightfoot-Aminoff

How investment trusts can provide a madcap level of income diversification…

Ryan Lightfoot-Aminoff

American Graffiti

Jean-Baptiste Andrieux

We analyse the performance of US-focussed investment companies since the US election…

Jean-Baptiste Andrieux

Monthly roundup

Monthly roundup: activist and M&A updates, results from Asia & US plus our income special report

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world...

Kepler Trust Intelligence

March 2025

BlackRock American Income

Recorded 4 Apr 2025

Recorded 4 Apr 2025

Results analysis: BlackRock American Income

Jean-Baptiste Andrieux

BRAI proposes an enhanced dividend and new systematic management process…

Jean-Baptiste Andrieux

November 2024

BlackRock American Income

Watch Recording

Recorded 3 Dec 2024

Recorded 3 Dec 2024

October 2024

Investing in US markets: Why AI isn't the only source of growth

Investors have narrowly focused on a single growth theme in US markets: AI. In reality, the US has many pockets of structural growth, which can bring opportunities for those investing in North American equities. Demographic shifts and innovation are supporting the healthcare sector, for example, while supply chain changes are supporting a range of industrial companies. Decarbonisation is an important source of growth. There are also clear opportunities in AI beyond the narrow range of infrastructure companies that have led the pack to date...

September 2024

Diversifying your portfolio to get the best from US equities

The US continues to be a popular choice for investors...

July 2024

Strength in diversity

Ryan Lightfoot-Aminoff

The UK may offer higher yields, but at what cost?

Ryan Lightfoot-Aminoff

A really great stockmarket, the best, some tell me the best they’ve ever seen

US equities should be the bedrock of any diversified portfolio…

June 2024

BlackRock Sustainable American Income Trust plc: A Look Ahead for 2024

As investors look ahead to 2024, they still need to decide whether to take the risk in equity markets, or keep their savings in cash. Cash rates remain high for the time being, and there are a range of factors that could create market volatility in the year ahead. Nevertheless, while the future is uncertain, there are a number of reasons to hold faith in the markets for long term income and capital growth...

April 2024

BlackRock Sustainable American Income

BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...

February 2024

Results analysis: BlackRock Sustainable American Income

BRSA's reference index, the Russell 1000 Value Index, is at an historical low in valuation terms...

November 2023

The inflation reduction act: one year on

The US’s vast climate change legislation programme is a year old. The team managing the BlackRock Sustainable American Income Trust says the Act is driving innovation in new transition technologies...

October 2023

BlackRock Sustainable American Income

Watch Recording

Recorded 31 Oct 2023

Recorded 31 Oct 2023

September 2023

You should be dancing…

North America should be a core part of any portfolio…

June 2023

Under pressure

We identify the equity trusts which have delivered the best downside protection in recent years...

May 2023

The year ahead in US stock markets

Markets may have seen a short-lived rally in the latter part of 2022, but with tough economic conditions ahead, it is important to focus on those companies that can sustain their earnings, says Lisa Yang, manager of the BlackRock Sustainable American Income trust plc...

April 2023

BlackRock Sustainable American Income

BRSA: with a repeat of the last ten years of stock market behaviour seemingly unlikely, could value and sustainability come to the fore..?

January 2023

Results analysis: BlackRock Sustainable American Income

BRSA’s value-based investment style shows defensive qualities in difficult market conditions…

September 2022

American muscle

Beating US indices is a monumental task. We examine the closed- and open-ended North American sectors to see how they have fared…

BlackRock Sustainable American Income

BRSA’s ESG-conscious approach to US value investing has generated positive near-term returns despite the market rout…

July 2022

Ready player one

Kepler Trust Intelligence

We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…

Kepler Trust Intelligence

Has the comeback begun?

Kepler Trust Intelligence

Our analysts debate whether the market has fully priced in the current inflation and looming recession…

Kepler Trust Intelligence

May 2022

Time to reappraise the ‘value’ approach?

Lisa Yang, BlackRock

After a tough decade, the environment for the value approach is improving, says Lisa Yang, Co-Manager of the BlackRock Sustainable American Income Trust plc. Is it time for investors to take note?

Lisa Yang, BlackRock

April 2022

Finding value in a haystack

Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…

March 2022

Slides and Audio: BlackRock Sustainable American Income

Kepler Trust Intelligence

Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...

Kepler Trust Intelligence

Fifteen ideas for your ISA

Slides and audio from our event last week, featuring fund managers running money in every major market in the world...

February 2022

Regime change

Ahead of our spring conference, we ask whether investors need to junk their portfolios and start again…

Results analysis: BlackRock Sustainable American Income

Reporting results for the year ending 31 October 2021, BRSA has succeeded in combining sustainable investing with an outperforming value-stock bias…

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