European Opportunities - Nov 2024 | Investor | Kepler Trust Intelligence

Latest Research

EOT: a concentrated portfolio of Europe’s leading companies…

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Alan Ray

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Updated: 27 November 2024

Big wheels keep on turnin’

The US election throws up several investment ideas from the mainstream to the more idiosyncratic...

Things can only get better

Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year...

Why'd you have to go and make things so complicated?

European growth may be more complicated, and positive, than we suspected...

Finding your Eurovision

As one of the top-performing sectors, why does Europe remain strangely out of favour with UK investors?

January 2024

Probably better asking an octopus

Kepler Trust Intelligence

Our investment trust experts uncurl a tentacle each and choose their ‘top picks’ for 2024…

Kepler Trust Intelligence

European Opportunities

EOT's portfolio of leading global companies, as well as the discount to NAV, offer strong recovery potential...

October 2023

We’re going to need a bigger boat...

We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…

August 2023

Halfway there…investing on a prayer

We provide an update on our picks for 2023 and see which analysts' prayers are being answered…

June 2023

Ça plane pour moi

Some of the world's biggest companies are doing just fine in Europe, yet investors shun the region. Time for a rethink...

April 2023

Are we nearly there yet?

We look at which trusts have done best year to date, and ask where there may be value…

March 2023

Diversity matters

We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…

January 2023

Here we go again

We review our ‘top picks’ for what was a wild year and place our bets for the year ahead – which doesn’t look much calmer…

November 2022

European Opportunities

A sustainable growth portfolio for more uncertain times...

October 2022

European equities: Oui ou non?

Kepler Trust Intelligence

Our analysts go head to head on the prospects for investors looking to the continent for prospective investments...

Kepler Trust Intelligence

June 2022

European Opportunities

William Heathcoat Amory

EOT’s wide discount in historic terms may be an opportunity…

William Heathcoat Amory

October 2021

European Opportunities

William Heathcoat Amory

After a torrid 2020, JEO is currently on track to deliver outperformance of the benchmark once again…

William Heathcoat Amory

September 2021

What next for European equities?

After a strong period for European equity markets, we ask whether this trend can continue…

March 2021

Spring Conference '21

Audio and presentations from 21 of the UK’s leading investment trust managers…

Slides and Audio: European Opportunities Trust

Kepler Trust Intelligence

Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...

Kepler Trust Intelligence

European Opportunities

William Heathcoat Amory

Down, but not out: JEO has a challenging period of performance in 2020 but we think the double-digit discount presents an opportunity...

William Heathcoat Amory

February 2021

Eurovision 2021

We highlight potential opportunities within the European investment trust space…

August 2020

Has the time come for Europe?

With mutual eurozone debt established all eyes are on the continent once more; but what will drive relative returns?

July 2020

To be, or not to be (geared), that is the question

William Heathcoat Amory

Gearing is part of the toolkit that trusts use to outperform OEICs. But how is it best implemented?...

William Heathcoat Amory

European Opportunities

William Heathcoat Amory

A torrid 2020 for JEO means it is on an attractive discount...

William Heathcoat Amory

October 2019

European Opportunities

William Sobczak

Run by one of the most successful fund managers in the investment trust universe, JEO offers exposure to exciting growth opportunities across Europe…

William Sobczak

September 2019

Nanny knows best: how regulation is influencing returns

New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...

July 2019

Ready for action

William Sobczak

In the second part of our active management series, we assess the most active managers across the major closed-ended equity sectors…

William Sobczak

April 2019

Because they're worth it

William Heathcoat Amory

With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...

William Heathcoat Amory

February 2019

A marathon not a sprint

William Heathcoat Amory

Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long-term capital growth...

William Heathcoat Amory

European Opportunities

William Heathcoat Amory

Jupiter European Opportunities (JEO) has reigned supreme across Europe for the past decade or so, in both consistency and extent of outperformance...

William Heathcoat Amory

November 2018

Every cloud...

William Sobczak

The endless grinding negativity of Brexit has driven investors away from Europe in scores, but some managers see rich pickings for those willing to take the risk...

William Sobczak

The Great British Buffett

New research claims to have identified the secret of Warren Buffett's success; we apply similar principles to find fund managers in the UK with similar characteristics...

October 2018

European Opportunities

William Sobczak

Jupiter European Opportunities (JEO) has delivered a consistently strong performance over the last decade...

William Sobczak

August 2018

Reassuringly expensive?

William Heathcoat Amory

Some investment trust premiums have been stretched to eye-watering levels. Have investors been enjoying themselves in the sun too much? We try to rationalise current levels and suggest alternatives...

William Heathcoat Amory

July 2018

Go big or go home

William Sobczak

Our research suggests that fund managers who are willing to back their convictions with punchy bets tend to outperform over the long term...

William Sobczak

May 2018

Forza Italia!

William Sobczak

Recent weeks have seen Italy's rocky relationship with the EU thrust into the spotlight once again, but apart from fresh volatility - how much has really changed?

William Sobczak

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