October 2020
Strategy
Five ways to play Indian equities
India is struggling economically – but could there be a value opportunity in the stock market?
07 Oct
07 Oct
Events
Alternatives for Income Investors
Slides and audio from our event focused on alternative routes to a reliable income…
01 Oct
01 Oct
September 2020
Replay
Slides and Audio: Aberdeen Diversified Income & Growth
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
Fund Research
Aberdeen Diversified Income & Growth
ADIG offers a high yield from a portfolio of alternative assets...
30 Sep
30 Sep
Fund Research
Aberdeen New India
ANII’s quality characteristics could stand it in good stead in a weak economic period…
09 Sep
09 Sep
Fund Research
Asia Dragon
DGN’s focus on quality could prove attractive if the economic situation in Asia deteriorates…
08 Sep
08 Sep
July 2020
Fund Research
Murray International
MYI offers capital growth and an attractive level of income through an equity and fixed income portfolio of global companies…
22 Jul
22 Jul
Fund Research
Dunedin Income Growth
Seeking to grow income, and with substantial revenue reserves, DIG invests primarily in UK companies...
20 Jul
20 Jul
May 2020
Events
Braving the new world
Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
13 May
13 May
Ratings
Kepler Rated: Standard Life UK Smaller Companies
Run by Harry Nimmo, SLS offers investors a portfolio of high quality growth stocks...
05 May
05 May
February 2020
Head to Head
Robbing Peter to pay Paul?
Two of our analysts discuss the growing trend for companies to pay an income out of capital…
27 Feb
27 Feb
Fund Research
Aberdeen New India
ANII is the top-performing Indian trust over the last five years…
26 Feb
26 Feb
Fund Research
Standard Life UK Smaller Companies
Currently trading at a discount to peers, SLS has an impressive long-term track record…
19 Feb
19 Feb
Fund Research
Asia Dragon
DGN has been performing strongly thanks to good stock-picking…
13 Feb
13 Feb
January 2020
Strategy
Drifting apart: how emerging markets have become less correlated
We examine how correlations between different emerging markets have evolved, and whether single country strategies could diversify returns going forward....
16 Jan
16 Jan
Fund Research
Dunedin Income Growth
Seeking to grow income, and with substantial revenue reserves, DIG invests primarily in UK companies...
16 Jan
16 Jan
December 2019
Strategy
Regime change: how manager changes impact performance
Does a change in manager result in improved trust performance?
12 Dec
12 Dec
Strategy
Holding something in reserve
A sterling bounce poses a threat to UK dividends - we look at how UK equity income investment trust managers stand prepared…
05 Dec
05 Dec
Fund Research
UK Commercial Property REIT
UKCM is well positioned to take advantage of property market volatility…
09 Dec
09 Dec
Fund Research
North American Income
A differentiated source of equity income from a focused portfolio of US equities…
04 Dec
04 Dec
November 2019
Strategy
Making the grade: Kepler's rated trusts report strong performance in 2019
Earlier this year, we launched our new ratings for income and growth. Since then, the 40 trusts to have been awarded the elite Kepler Trust Intelligence ratings have performed strongly…
20 Nov
20 Nov
Head to head
Is there a generational opportunity in Japan?
Two of our analysts go head-to-head, arguing the case for Japan...
28 Nov
28 Nov