Kepler Trust Intelligence

In our latest Trust Issues podcast, we speak to Thomas McMahon, CFA about BlackRock Frontiers, including BRFI’s investable universe, current sector and geographic weightings, recent performance and the long-term growth drivers for frontier markets. Listen here: https://lnkd.in/dw8S_GUe Capital at risk.

Jupiter Green's board has announced the conclusion of its strategic review and has proposed a scheme of reconstruction and voluntary liquidation of the trust. Read our analysis of the trust's six month results here: https://lnkd.in/dR66TZ9k Capital at risk.

In this month's Market Matters podcast, we speak to Jean R., co-manager of Schroder Uk Mid Cap Fund Plc, on a wide range of issues including recent performance of the FTSE 250, the possible de-equitisation of the UK stock market, current valuations, innovation by UK companies and the possible impact of Trump 2.0. Listen here: https://lnkd.in/d5KHgctC Capital at risk.

We discuss why frontier markets offer a unique blend of diversification and growth opportunities, highlighting BlackRock Frontiers Investment Trust PLC and some of the themes captured within the portfolio. Read more here: https://lnkd.in/dQMkyPtX Capital at risk.

Thomas McMahon, CFA joins Lee Wild to discuss star performers in the investment trust sector in 2024 and the investment landscape for next year, including outlook for the UK market. Watch the full interview here: https://lnkd.in/dK5XAtKj Capital at risk.

Kepler's Ryan Lightfoot-Aminoff joins Jonathan Davis on the Money Makers podcast to discuss enhanced dividend policies, cost disclosure reforms, and how the US election might impact the investment landscape, particularly in Asia. Listen to the full conversation here: https://lnkd.in/dZWUjefh Capital at risk.

In our latest strategy article, we discuss what AI and green energy could mean for commodities, arguing that the long-term outlook for the old economy sectors of commodities and energy looks attractive. Read more here: https://lnkd.in/dx6KjAJ5 Capital at risk.

In a column for Investment Week, Kepler's Joe Licsauer discusses the outlook for emerging markets following Trump's election and the likelihood of increased tariffs. Read the full piece here: https://lnkd.in/d3Kxbhsu Capital at risk.

Kepler's Thomas McMahon, CFA speaks to Simon Lambert on the This Is Money Investing Show about the opportunity set in the UK market. With depressed sentiment causing low stock market valuations and many UK-focused investment trusts trading on a discount, there could be a double value opportunity for investors. Watch the full interview here: https://lnkd.in/dsfbEMjQ Capital at risk.

We explain why the UK mid-cap sector offers appealing valuations for growth-seeking investors, with trusts like Schroder Uk Mid Cap Fund Plc offering access to an exciting opportunity pool. Read more here: https://lnkd.in/dhBPzPHH Capital at risk.