Kepler Trust Intelligence
Updated 31 Mar 2021
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This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.

The last decade saw the S&P500 generate remarkable outperformance of its peers, the market up 307% on a total return basis compared to 127% for the MSCI AC Asia ex Japan Index. However, over the last five years the MSCI China has marginally outperformed while the MSCI AC Asia ex Japan Index is just 10% behind. The decade has been a period of great change, with the emergence of technology and ecommerce giants around the globe, the increasing absorption of Chinese markets within the global system and the rising cultural and political power of Asia versus the West. Our analysts debate whether the best opportunities in markets are now in the rising powers of Asia or the established leader, the USA.

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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.