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June 2020
Events
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
05 Jun
05 Jun
May 2020
Events
Braving the new world
Kepler Trust Intelligence
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...
Kepler Trust Intelligence
13 May
13 May
April 2020
Strategy
On solid ground
William Heathcoat Amory
Our analysis of discounts highlights trusts which are likely to offer significantly less discount downside from the current level…
William Heathcoat Amory
29 Apr
29 Apr
Strategy
Children of the Revolution
Thomas McMahon
The outperformance of technology hints at an exciting possible future for the market when the virus is beaten…
Thomas McMahon
08 Apr
08 Apr
Fund Research
Ruffer Investment Company
Callum Stokeld
RICA uses a range of asset classes to generate absolute returns for investors with an approach emphasising loss-aversion...
Callum Stokeld
16 Apr
16 Apr
January 2020
Head to head
Is it time to run away?
Kepler Trust Intelligence
With a sense of complacency in the air, our analysts debate the best ways to shore up your portfolio's defenses...
Kepler Trust Intelligence
30 Jan
30 Jan
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
Head to head
All that glitters? The case for and against gold
Kepler Trust Intelligence
Two of our analysts go head-to-head, debating whether gold is the ultimate safe haven asset...
Kepler Trust Intelligence
30 Oct
30 Oct
Fund Research
Ruffer Investment Company
Callum Stokeld
RICA uses a range of asset classes to generate absolute returns for investors with a focus on loss-aversion...
Callum Stokeld
16 Oct
16 Oct
September 2019
Strategy
One-stop shop: how multi-asset trusts offer superior diversification
Callum Stokeld
Investment trusts are particular suited to this mode of investing. We examine their advantages over open-ended funds and highlight the trusts which do it well…
Callum Stokeld
25 Sep
25 Sep
January 2019
Strategy
There may be trouble ahead
Thomas McMahon
We analyse why multi-asset macro funds have struggled and attempt to identify some possible closed-ended alternatives...
Thomas McMahon
16 Jan
16 Jan
Fund Research
Ruffer Investment Company
This trust is well positioned to perform well if markets bounce, or the sell-off intensifies...
16 Jan
16 Jan
September 2018
Fund Research
Ruffer Investment Company
Pascal Dowling
A multi-asset fund which aims to protect and grow capital and has delivered annualised returns of 7.3% since launch, with very limted drawdown during tough periods...
Pascal Dowling
19 Sep
19 Sep
February 2018
Strategy
Our survey says
Readers of Kepler Trust Intelligence seem little concerned by recent market volatility, but expert investors are less confident...
16 Feb
16 Feb
Strategy
The madding crowd
Kepler Trust Intelligence
Recent volatility could be a taste of things to come, so we examine trusts that offer capital protection...
Kepler Trust Intelligence
09 Feb
09 Feb
Fund Research
Ruffer Investment Company
Pascal Dowling
A diversified multi-asset trust with a clear focus on absolute returns which has seen it perform well in previous crises...
Pascal Dowling
16 Feb
16 Feb
August 2017
Fund Research
RIT Capital Partners
Kepler Trust Intelligence
This trust, designed to protect the wealth of the Rothschild family but open to all, places a strong emphasis on capital preservation...
Kepler Trust Intelligence
14 Aug
14 Aug
March 2017
Strategy
End of the road...
Alex Paget
With correlations between asset classes on the rise, we take a closer look at the role trusts in the IT Flexible Investment sector can play within a cautious investor's portfolio...
Alex Paget
08 Mar
08 Mar
Fund Research
MIGO Opportunities
Investment Trust Intelligence
A global trust of investment trusts that is diversified in terms of regions and asset classes..
Investment Trust Intelligence
09 Mar
09 Mar
November 2016
Strategy
Investment trusts vs OEICs: The definitive guide
Alex Paget
We take a look at how investment trusts really stack up against their open-ended fund rivals...
Alex Paget
24 Nov
24 Nov
July 2016
Strategy
Funds for heavy weather
Investment Trust Intelligence
Investment trusts for a world without certainty...
Investment Trust Intelligence
28 Jul
28 Jul
June 2016
Strategy
Beyond Brexit: Why China may be a bigger threat to economic stability...
Investment Trust Intelligence
Britain’s departure from the European Union is not the only threat to our prosperity, according to Troy founder Sebastian Lyon...
Investment Trust Intelligence
29 Jun
29 Jun
Strategy
Broken Britain
Investment Trust Intelligence
As the UK enters a period of uncertainty the like of which has not been seen since the Suez Crisis, we highlight four trusts which have little exposure to our unfolding catastrophe....
Investment Trust Intelligence
27 Jun
27 Jun
Strategy
Japan: Negative interest rates are just the beginning
Investment Trust Intelligence
Helicopter money could be among the measures policymakers use to revive Japan's struggling economy...
Investment Trust Intelligence
03 Jun
03 Jun
May 2016
Fund Research
Ruffer Investment Company
Investment Trust Intelligence
We meet the management team who are preparing the portfolio for 1970s style inflation...
Investment Trust Intelligence
26 May
26 May
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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.