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March 2021
Fund Research
Greencoat UK Wind
William Heathcoat Amory
2020 has proved UKW’s resilience, which continues to target an inflation linked dividend…
William Heathcoat Amory
09 Mar
09 Mar
February 2021
Strategy
Jungle Fever
William Heathcoat Amory
Soaring interest in ESG has exciting implications, but risks pushing some stocks to distinctly unsustainable valuations...
William Heathcoat Amory
17 Feb
17 Feb
Head to head
Dire Straits or Money for Nothing?
Kepler Trust Intelligence
As discounts reach historically narrow levels across the board – our analysts debate whether a premium is a price worth paying…
Kepler Trust Intelligence
24 Feb
24 Feb
January 2021
Strategy
Kepler's top-rated investment trusts for 2021
Thomas McMahon
We update our annual quantitative ratings for investment trusts…
Thomas McMahon
20 Jan
20 Jan
November 2020
Fund Research
Greencoat UK Wind
William Heathcoat Amory
2020 has proved UKW’s resilience, but is now better value in terms of premium...
William Heathcoat Amory
26 Nov
26 Nov
October 2020
Strategy
Nice guys finish first
David Johnson
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
David Johnson
15 Oct
15 Oct
September 2020
Strategy
Time to switch horses?
Thomas McMahon
We look at what returns are likely from equity markets in the coming decade and identify which alternatives could offer similar or greater returns for lower levels of risk…
Thomas McMahon
09 Sep
09 Sep
July 2020
Strategy
The next big thing: two mega-trends that everyone should own
William Heathcoat Amory
Tech seems to beat every other sector hands down – in both up and down markets – but nothing lasts forever. Where else should investors be looking for secular growth themes?
William Heathcoat Amory
09 Jul
09 Jul
April 2020
Head to Head
Sucker punch
Kepler Trust Intelligence
Two of our analysts debate the merits of equity income and alternative income trusts at this point in time...
Kepler Trust Intelligence
23 Apr
23 Apr
March 2020
Strategy
The importance of buying earners*
William Heathcoat Amory
Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...
William Heathcoat Amory
12 Mar
12 Mar
Fund Research
Greencoat UK Wind
William Heathcoat Amory
Recent de-rating, but prospects appear undimmed…
William Heathcoat Amory
04 Mar
04 Mar
October 2019
Strategy
Life on Mars: could inflation take us back to the '70s?
Thomas McMahon
We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...
Thomas McMahon
16 Oct
16 Oct
Strategy
Bond proxy?
William Heathcoat Amory
As a replacement or complement for longer duration bonds, listed alternative income funds look an interesting, well… alternative..
William Heathcoat Amory
09 Oct
09 Oct
September 2019
Strategy
Rebels no more...
William Heathcoat Amory
Climate change and sustainability is now mainstream - so we are adding ESG analysis into all of our fund research…
William Heathcoat Amory
19 Sep
19 Sep
Fund Research
Greencoat UK Wind
William Heathcoat Amory
UKW invests in operating wind farms, aiming to provide an RPI-linked dividend and preserve the real value of the NAV…
William Heathcoat Amory
19 Sep
19 Sep
March 2019
Strategy
Stairway to heaven
Thomas McMahon
Our research shows that reinvesting the income generated by alternative assets could add a significant boost to long-term portfolio performance…
Thomas McMahon
06 Mar
06 Mar
Events
Electric Dreams: The future of energy
At our first public event, three fund managers gave their insights on the future of energy and the investment opportunities in this space...
19 Mar
19 Mar
February 2019
Fund Research
Greencoat UK Wind
William Heathcoat Amory
Greencoat UK Wind invests in operating wind farms, aiming to provide an RPI-linked dividend and preserve the real value of the NAV...
William Heathcoat Amory
28 Feb
28 Feb
December 2018
Year in review
Why did the chicken cross the road?
Pascal Dowling
Because he was so bored of reading newspapers devoted entirely to Brexit he was hoping he’d be hit by a truck.
Pascal Dowling
24 Dec
24 Dec
August 2018
Strategy
The income edge
William Sobczak
Last year saw investment trusts soar in popularity among both retail investors and wealth managers. We examine why this has happened, as well as the structural advantages of investment trusts for income-hungry investors...
William Sobczak
15 Aug
15 Aug
July 2018
Strategy
A new dawn
William Heathcoat Amory
As the sun sets on fossil fuels, we examine the opportunities for investors in the burgeoning listed renewable infrastructure sector...
William Heathcoat Amory
19 Jul
19 Jul
April 2018
Strategy
Electric dreams
We examine the growing shift toward electrical power across a broad range of industries, and the implications for investment trusts with exposure to them...
04 Apr
04 Apr
Fund Research
Greencoat UK Wind
Aims to provide investors with an annual dividend that increases in line with RPI inflation while preserving the real value of the NAV
04 Apr
04 Apr
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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.