Trust Intelligence

Investing in the energy sector – is the reward worth the risks?

Money Week

William Heathcoat Amory discusses the merits of investment trusts in providing exposure to the energy sector…

Trust Intelligence

Why this investment trust sector’s a standout bargain

Interactive Investor

Ryan Lightfoot discusses UK small and mid-cap opportunities on Interactive Investor’s On The Money podcast…

KLS Funds

Baggable boutiques

Portfolio Adviser

Anjula Andersson explains how boutique asset managers can succeed and capture the opportunity set in the current market climate…

Corinium

Emerging Markets Chart of the Month – June

The Corinium Emerging Markets team explore earnings downgrades for Chinese companies in June’s Chart of the Month…

Trust Intelligence

Investors piling into US funds, but are they joining the party too late?

Interactive Investor

Alan Ray offers his insights on growth opportunities in the US beyond big tech…

Trust Intelligence

Hang on in there, baby

Trustnet

Jo Groves argues that it is finally time for UK equities to shine in her Trustnet column…

Trust Intelligence

Change at the top

Shares Magazine

William Heathcoat Amory and Ryan Lightfoot-Aminoff explain how manager changes can impact investment trusts…

Trust Intelligence

Six big bubbles to avoid and six value opportunities

Interactive Investor

Josef Licsauer gives his thoughts on opportunities in UK small caps and Japan…

Trust Intelligence

The sectors unscathed by the AI takeover

Portfolio Adviser

Ryan Lightfoot-Aminoff writes on the industries that are likely to be immune to the AI takeover…

Absolute Hedge

Kepler Absolute Hedge publishes Absolute Market Intelligence Report for Q1 2024

Kepler Absolute Hedge (‘Absolute Hedge’), the market-leading research database focused on Alternative UCITS funds, has published its Market Intelligence Report for Q1 2024…

Absolute Hedge

European retail hedge fund assets shrink to 8-year low

Reuters

Reuters covers Kepler’s Q1 2024 Absolute Market Intelligence Report on outlook for the alternative UCITS universe…

Trust Intelligence

Reports of investment trusts’ demise are greatly exaggerated

Investment Week

Alan Ray’s column argues why reports on the demise of the investment trust sector are greatly exaggerated…

Trust Intelligence

A flat week following Federal Reserve interest rate predictions

Money Makers Podcast

Thomas McMahon speaks to Jonathan Davis on commercial property, split-level trusts and UK micro caps…

Corinium

Emerging Markets Chart of the Month – May

May’s Emerging Markets Chart of the Month highlights the surging price of copper amidst increased demand…

Trust Intelligence

Private equity valuations are holding firm in the face of higher rates but can we trust them?

City AM

William Heathcoat Amory shares his insights on how listed private equity trusts are valued…

Trust Intelligence

Dividend Machines – the companies which reward shareholders like clockwork

Shares Magazine

Ryan Lightfoot-Aminoff highlights JPMorgan Claverhouse as a trust with a good dividend track-record…

Trust Intelligence

Emerging market benchmark tyranny

Trustnet

David Kimberley writes on why passive funds are an unattractive way to access emerging markets given index construction…

Trust Intelligence

Schroder Japan Trust returns 10.3% in half year results

Portfolio Adviser

Josef Licsauer’s analysis of Schroder Japan Trust’s results highlights the opportunity set for investors in Japan…

Trust Intelligence

F&C vs Alliance Trust: which core global equity trust should you pick?

Trustnet

Nicholas Todd gives his views the differences between two core global equity trusts: F&C and Alliance Trust…

Trust Intelligence

Cutting through the noise

Portfolio Adviser

Ryan Lightfoot-Aminoff writes a column on trusts that are being wrongly conflated with troubled peers…

Absolute Hedge

EU bank-saving raid can boost tired capital market

Reuters Breakingviews

Kepler Absolute Hedge data cited in an analysis of EU capital markets…

Trust Intelligence

The industry at the heart of global technology

MoneyWeek

Nicholas Todd explains how investment trusts can offer access to the high-growth semiconductor sector…

Absolute Hedge

The golden days could be over for Europe’s hedge fund copycats

Bloomberg

Kepler Absolute Hedge data is referenced in a piece discussing the outlook for European alternative UCITS funds…

Trust Intelligence

Funds for junior ISAs to profit from long-term trends

Trustnet

Ryan Lightfoot-Aminoff explains the benefits of Junior ISAs and offers his investment trust pick…

Corinium

Emerging Markets Chart of the Month – April

In April’s Chart of the Month, we explain how rising residential property prices in Dubai indicate a real estate revival…

Trust Intelligence

Tech vs biotech: Is it time to look beyond the Magnificent Seven?

Trustnet

Jo Groves writes a column on the long-term secular growth drives for the biotech sector…

Trust Intelligence

Deep Dive: Discounts are ‘attractive’ entry points but context is paramount

Investment Week

Ryan Lightfoot-Aminoff explains how to evaluate discounts to NAV in the appropriate context…

Trust Intelligence

The income-generating trust sector trading at ‘ridiculous discounts’

Portfolio Adviser

William Heathcoat Amory outlines the constructive market backdrop for renewables and infrastructure trusts…

Trust Intelligence

Practise what you preach

Portfolio Adviser

Jo Groves discusses how Rockwood Strategic offers her exposure to UK small-caps…

Trust Intelligence

The battle for technology: Allianz vs Polar Capital

Trustnet

Ryan Lightfoot-Aminoff offers his thoughts on a comparison between two tech-focused investment trusts…

Trust Intelligence

Merger magic – Faith Glasgow on investment trust mergers and what they mean for investors

The AIC

Ryan Lightfoot-Aminoff discusses high levels of investment trust merger activity in the market…

Corinium

Poland: Europe’s emerging market success story

Funds Europe

Ed Butchart writes on the factors that make Poland a bright spot in today’s emerging markets landscape…

Trust Intelligence

The signs are there but you might have to wait for a UK recovery

Trustnet

David Kimberley writes on the factors behind current UK small- and mid-cap valuations and the potential for an upturn…

Trust Intelligence

Where is the value in US equities?

FT Adviser

Alan Ray offers his thoughts on the opportunity set in US equities, weighing up the outlook for small-caps…

Trust Intelligence

Can smaller trusts survive without consolidation?

Portfolio Adviser

Hugh van Cutsem discusses what the wave of consolidation in investment trusts means for the sector’s future…

Trust Intelligence

ISA ideas: alternatives to funds and trusts that are flavour of the month

Interactive investor

Ryan Lightfoot-Aminoff and Nicholas Todd give their views on investment trusts that offer alternatives to some of today’s most popular funds…

Absolute Hedge

Kepler Absolute Hedge publishes Absolute Market Intelligence Report for Q4 2023

Kepler Absolute Hedge (‘Absolute Hedge’), the market-leading research database focused on Alternative UCITS funds, has published its Market Intelligence Report for Q4 2023…

Absolute Hedge

Kepler Absolute Hedge publishes Absolute Market Intelligence Report for Q4 2023

Institutional Asset Manager

Our Market Intelligence report unpicks the mixed picture for alternative UCITS in 2023, analysing asset flows and performance…

Absolute Hedge

2023’s outflows in alternative UCITS stabilised by Q4, study shows

Funds Europe

Our Absolute Market Intelligence Report Q4 2023 shows that outflows in alternative UCITS funds stabilised in Q4…

Absolute Hedge

UCITS $38 bln outflow shows investors pickier in higher rates era – Kepler Absolute Hedge

Reuters

Matthew Barrett gives an interview around Absolute Hedge’s latest Market Intelligence Report on the alternative UCITS universe…

Trust Intelligence

Your guide to investing in the US stock market

The Times

Thomas McMahon offers his perspective on which investment trust can best allow investors to access the US stock market…

Trust Intelligence

Kepler Trust Intelligence publishes 2024 investment trust ratings

Kepler Trust Intelligence (‘KTI’) has published its 2024 investment trust ratings, celebrating the top investment trusts in the growth, income & growth and alternative income categories…

Trust Intelligence

Kepler Trust Intelligence names 54 ‘top’ trusts for 2024

Investment Week

Kepler Trust Intelligence’s 2024 ratings highlight 54 investment trusts with attractive, consistent performance characteristics…

Trust Intelligence

Kepler trust ratings 2024: Smid-cap trusts offer new opportunities

Portfolio Adviser

Our 2024 investment trust ratings pick out small- and mid-cap trusts as some of the highest-rated performers…

Trust Intelligence

Income and small cap highlighted by Kepler’s 2024 investment trust ratings

Proactive Investors

Kepler Trust Intelligence’s 2024 ratings evaluate trusts across growth, income & growth and alternative income categories…

KLS Funds

Kepler Partners announces the intention to launch a new Market Neutral UCITS fund with Scopia Capital Management LP

Kepler Partners LLP is delighted to announce the intention to launch a new Market Neutral UCITS fund on its Kepler Liquid Strategies (KLS) UCITS platform, with Scopia Capital Management LP, a New York based hedge fund manager…

KLS Funds

Kepler Partners to launch a new UCITS fund in partnership with BH-DG Systematic Trading LLP

Kepler Partners has unveiled plans to launch a new medium-term trend following UCITS fund next month, in partnership with BH-DG Systematic Trading LLP (“BH-DG”), a London based hedge fund manager…

Contacts

Catriona Crellin

Head of PR

Georg Reutter CFA

Head of Asset Management, Partner

Pascal Dowling

Head of Funds Marketing, Partner