We examine the relationship between the demand for open- and closed-ended funds, and ask whether investor behaviour can be predicted...
We survey the discount opportunities in the market and update on the performance of our Discounted Opportunities Portfolio…
We unveil the winners of our ratings for 2022 in the Growth, Income & Growth and Alternative Income categories…
As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the y...
Our analysts look back at a year of predictions, theories and ideas, and highlight those they think could matter most…
Investment trusts have proven their worth during the pandemic, delivering dividend growth despite the turmoil…
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
We highlight trusts which could appeal in an environment where 'transient' inflation is here to stay...
While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…
Judging whether the US market is expensive is not as easy as many make it out to be…
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
One of our analysts looks at the implications of the shocking rise in energy prices and the opportunities it highlights for investment trusts...
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
As momentum falters in the emerging markets powerhouse, we examine the options for investors outside China...
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
After a strong period for European equity markets, we ask whether this trend can continue…
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
We ask which global equity trusts have outperformed through the different stages of the pandemic…
Does seeking out wider-than-usual discounts help investors systematically outperform in the UK trust space?
A simple practical step to take your portfolio from the 1990s into the 2020s...
After a challenging period for the United Kingdom, we wonder if it could be the most exciting market on a five-year view…
Sharing many features of a traditional family office, investment trusts offer ordinary investors a cost-effective solution to managing family wealth...
2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...
Our research suggests wide discounts often herald high NAV returns too…
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
We look at the yields in the alternatives space and how they have been affected by the pandemic…
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
