Wide discounts in the UK Smaller Companies sector may present long term investors with good entry opportunities…
Growth capital and buyout trusts now trade at similar wide discounts. In our view, this belies very different prospects for underlying earnings and for valuations...
We identify several less conventional trusts that offer strong sources of diversification to major indices…
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
In the second article of our series on the AIC Flexible Investment sector we see how performance has stacked up during two years when markets were poles apart...
Advocates of a green revolution have had a tough ride in recent months as 'dirty’ energy stocks have rebounded sharply, underlining the need for an environmentally conscious approach which follows ...
We outline our new quantitative system for mapping the crucial performance characteristics of investment trusts…
We highlight several alternatives to passive investments for investors looking for core exposure in uncertain markets...
We look into the attractions of the often-overlooked commercial property sector…
Chinese stocks are looking cheap, and we argue that now may be a good time to allocate more to China for the long-term...
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
We ask whether equities can still offer meaningful diversification or whether investors need to turn to alternatives…
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
We review discounts in the investment trust space against a backdrop of harsh conditions...
Biotech has had a rough ride lately but, as the world gets older and richer, our analysts think long-term secular growth is inevitable…
We look at the attractions of the private debt market, historically the hunting ground of the institutional investor…
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
We examine the £27bn listed Infrastructure and Renewable Energy Infrastructure sectors…
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
Ahead of our spring conference, we ask whether investors need to junk their portfolios and start again…
Our research suggests that investment trusts really are a better way to gain exposure to smaller companies…
We examine the trade-off between earning a current high dividend yield and growing future dividends...
Private markets could be the next big opportunity for investors…
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…
