July 2021
Opinion
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
28 Jul
28 Jul
Fund Research
BlackRock Sustainable American Income
Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….
20 Jul
20 Jul
April 2021
Strategy
FAANGs for the memories
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...
22 Apr
22 Apr
Features
Baillie Gifford US Growth Trust Webinar
Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust. Capital at risk.
09 Apr
09 Apr
March 2021
Head to head
East End boys and West End girls
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
31 Mar
31 Mar
Fund Research
JPMorgan American
JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…
31 Mar
31 Mar
February 2021
Features
Investing in a changing world
The global economy is slowly recovering from the havoc wrought by COVID-19. Market leadership is changing and there is greater clarity on the future. Tony DeSpirito, Co-Manager of the BlackRock North American Income Trust plc, explains how the portfolio is being managed through these turbulent times...
24 Feb
24 Feb
News
Results analysis: BlackRock North American Income
With a strong start to the year, BRNA has a number of catalysts to drive performance in 2021 and an attractive yield of 4.7%...
12 Feb
12 Feb
December 2020
Strategy
What the illuminati don’t want you to know
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
30 Dec
30 Dec
Strategy
2020 Hindsight
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'...
30 Dec
30 Dec
Strategy
What the Dickens!
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
23 Dec
23 Dec
September 2020
Replay
Slides and Audio: BlackRock North American Income
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
Fund Research
JPMorgan American
In what has been a challenging year for investors, the benefits of JAM’s new approach are coming to the fore…
01 Sep
01 Sep
July 2020
Fund Research
Gabelli Value Plus+
Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer...
23 Jul
23 Jul
Fund Research
BlackRock Sustainable American Income
BRNA offers a 5% yield from a portfolio of high quality US companies…
09 Jul
09 Jul
December 2019
Fund Research
BlackRock Sustainable American Income
Since a management change in 2014, BRNA has been one of the great turnaround stories...
31 Dec
31 Dec
Fund Research
JPMorgan American
JAM offers a reinvigorated core US equity exposure, which is well placed in the event of a future rotation between value and growth…
10 Dec
10 Dec
Fund Research
North American Income
A differentiated source of equity income from a focused portfolio of US equities…
04 Dec
04 Dec
September 2019
Features
Where next for the US stock market?
25 Sep
25 Sep
June 2019
Strategy
Measure for measure
In the first of a two-part series, we examine the tools investors can use to assess how active a manager actually is…
26 Jun
26 Jun
Strategy
USA! USA. USA?
We discuss three possible scenarios for the US over the next year - and the trusts poised to prosper in each...
05 Jun
05 Jun
Fund Research
BlackRock Sustainable American Income
In the current volatile environment, this trust appears a stand out candidate for more cautious investors...
12 Jun
12 Jun