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…
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
We review our portfolio of chonky discounts as one star performer hits its target…
The pandemic has boosted secular growth drivers behind healthcare as an investment theme...
We all intend to invest for the long-term but can often be distracted by the news...
We look at the outlook for dividends in the UK commercial property sector and consider how the portfolio of the future will look after COVID…
UK Equity Income trusts have done a heroic job of maintaining their dividends through the pandemic...
Soaring interest in ESG has exciting implications, but risks pushing some stocks to distinctly unsustainable valuations...
Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
We highlight potential opportunities within the European investment trust space…
We update our annual quantitative ratings for investment trusts…
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
How sustainability has gone from zero to hero in 2020…
Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
UK equities have been despised for almost five years and could offer extreme rebound potential…
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
