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14 Sessions
15 Speakers

At lunchtimes throughout March, Kepler Trust Intelligence hosted online sessions with fund managers and investors, examining a wide range of strategies and themes to meet the needs of a diversified portfolio.

Each week we turned our attention to a broad investment theme, and during that week we hosted one presentation per day, focused on a unique option for investors who are seeking ideas within that theme.

WEEK ONE: BOUNCE (MAYBE) BOUNCE - w/c 4th March

Four bombed out sectors that could pay off if the tide turns…

  • UK small caps - Rockwood Strategic
    • We think appetite for UK stocks generally could bounce with the election out of the way and more political stability to follow
  • UK Commercial Property - Picton Property Income
    • With more and more workers back in the office, we think the sector is oversold
  • China - Baillie Gifford China Growth
    • With more to gain from good relations with the West than it has to gain from eternal pariah status, China must eventually come in from the cold
  • UK equity income - Schroder Income Growth
    • Better rates on deposit may appeal but income growth trumps all in the long term

WEEK TWO - GIMME SHELTER - w/c 11th March

Three themes for a rapidly changing investment landscape…

  • Europe - BlackRock Greater Europe
    • While scepticism about the EU project may persist, global companies that happen to be based on the continent (often not even in the EU) are going cheap
  • Energy transition - BlackRock Energy & Resources Income
    • Walking the tightrope between demand for clean energy tomorrow and the need for more energy today
  • If not China where else? - Ashoka India Equity
    • For those who want EM exposure without exposure to China, what are the alternatives?

WEEK THREE - MEGATRENDS - w/c 18th March

Four themes that will matter to your portfolio for the next two decades…

  • Natural resources - BlackRock World Mining
    • More people with more money need more things which are made of more stuff
  • Older, richer, sicker - International Biotechnology
    • All over the world, the need for better healthcare and the wealth to afford it is growing
  • Technology - Allianz Technology Trust
    • We aren’t going anywhere without it
  • Infrastructure - BBGI Global Infrastructure
    • As the enrichment of the developing world gathers momentum, and developed economies creak with out-of-date kit, infrastructure spending looks set to continue

WEEK FOUR - FUNDING YOUR RETIREMENT - w/c 25th March

Trusts for three different stages on the road to retirement…

  • Once upon a time - Bellevue Healthcare
    • A long-term play for those with time to spare
  • Halfway there - CT UK Capital & Income
    • A dividend hero offering the potential for capital growth alongside a growing income
  • Livin’ on a prayer - Greencoat UK Wind
    • A stable income from a sustainable portfolio

Sessions

04 Mar
Kepler Event
Rockwood Strategic
Richard Staveley, 12:00

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05 Mar
Kepler Event
Picton Property Income
Michael Morris, 12:00

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06 Mar
Kepler Event
Baillie Gifford China Growth
Sophie Earnshaw, 12:00

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08 Mar
Kepler Event
Schroder Income Growth
Sue Noffke, 12:00

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11 Mar
Kepler Event
BlackRock Greater Europe
Stefan Gries, 12:00

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12 Mar
Kepler Event
BlackRock Energy & Resources Income
Mark Hume, 10:00

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15 Mar
Kepler Event
Ashoka India Equity
Ayush Abhijeet, 12:00

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18 Mar
Kepler Event
BlackRock World Mining
Evy Hambro, 12:00

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19 Mar
Kepler Event
International Biotechnology Trust
Ailsa Craig & Marek Poszepczynski, 12:00

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20 Mar
Kepler Event
Allianz Technology Trust
Michael Seidenberg, 15:00

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21 Mar
Kepler Event
BBGI Global Infrastructure
Duncan Ball, 12:00

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25 Mar
Kepler Event
Bellevue Healthcare
Paul Major, 12:00

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26 Mar
Kepler Event
CT UK Capital & Income
Julian Cane, 12:00

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27 Mar
Kepler Event
Greencoat UK Wind
Stephen Lilley, 12:00

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Important information

The opinions and views expressed in these webinars are as of 04 March - 27 March 2024 and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organisation. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Kepler Partners LLP may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.

The information contained herein is for educational purposes only and should not be construed as financial, legal or tax advice. Circumstances may change over time so it may be appropriate to evaluate strategy with the assistance of a financial professional. Federal and state laws and regulations are complex and subject to change. Laws of a particular state or laws that may be applicable to a situation may have an impact on the applicability, accuracy or completeness of the information provided. Kepler Partners LLP does not have information related to and does not review or verify particular financial or tax situations and is not liable for use of, or any position taken on, such information.

Kepler Partners LLP considers this commentary to be a minor non-monetary benefit, as it:

1. Is intended to enhance the quality of service provided to you by us and is generic in nature;

2. Consists of short-term market commentary on the latest economic statistics and/or company results and/or information on upcoming releases or events;

3. Contains a brief summary of the author’s own opinion on such information;

4. Is not substantiated nor does it include any substantive analysis;

5. Reiterates the Kepler Partner LLP’s view on an existing recommendation or substantive research material; and/or

6. Is unlikely to impair your investment firm's compliance duty to act in the best interest of your client.

This report has been issued by Kepler Partners LLP for communication only to eligible counterparties and professional clients as defined by the Financial Conduct Authority. Its contents may not be suitable for and are not to be communicated to or be relied on by retail clients. It is not an indication as to the suitability or appropriateness of investing in the security or securities discussed.

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The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Kepler Partners LLP to any registration requirement within such jurisdiction or country. In particular, this website is exclusively for non-US Persons. Persons who access this information are required to inform themselves and to comply with any such restrictions.

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This is not an official confirmation of terms and is not a recommendation, offer or solicitation to buy or sell or take any action in relation to any investment mentioned herein. Any prices or quotations contained herein are indicative only.

Kepler Partners LLP (including its partners, employees and representatives) or a connected person may have positions in or options on the securities detailed in this report, and may buy, sell or offer to purchase or sell such securities from time to time, but will at all times be subject to restrictions imposed by the firm’s internal rules. A copy of the firm’s Conflict of Interest policy is available on request.

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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.