Introducing the Kepler Income Ratings
Equity income funds are among the most popular investments for private investors, who have few other options when it comes
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Investment Trust Intelligence
The best stockpickers in the universe
Background Last year was a shocker for active managers. Nine out of ten of them failed to beat their benchmarks
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2016: The year active management failed?
The active versus passive debate has raged on for more than a decade now as costs of trackers continue to
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Into the wilderness…
While we are typically a ‘glass half full’ bunch, recent developments around the world might have left many investors feeling
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Analysis: What next for European ITs?
Our analysis shows that European investment trusts have in recent years delivered strong returns to investors from their current discount,
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Value: The beginning of a New Era?
2016 is obviously going to be remembered as a year of great change from a political point of view, but
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A review of 2016: A test of endurance…
2016 is certainly a year that will go down in the history books – for both the right and wrong
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Property makes a comeback
Background In August this year we published a review of the property sector (Hot property) as discounts widened markedly in
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Fortune favours the brave
It is well known that technology funds offer the potential for punchy returns, but they are also regarded as very
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Europe: A contrarian investor’s view…
The UK’s referendum on membership` of the European Union has produced very little, so far, in terms of concrete change
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Funds for heavy weather
Markets have recovered since the UK referendum, but the impact of the UK’s historic vote on the underlying economy will
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Hot property
Background Unless you’ve been in a cupboard for the last month or so you will be aware that property funds
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Beyond Brexit: Why China may be a bigger threat to economic stability…
The intensity of the British media’s focus on Brexit since Friday’s surprise result has few precedents in recent times, and
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Broken Britain
The United Kingdom, according to S&P, faces at least three and a half years of ‘slowed economic growth’ when they
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Troy Income & Growth Investment Trust
Summary Troy Income & Growth (TIGT) is relatively concentrated portfolio of around 40 stocks, with a focus on blue chip
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Ruffer Investment Company
Summary Ruffer Investment Company is an unusual investment trust focused squarely on absolute returns. It invests primarily in ‘long only’
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Viva la revolucion
Gold, oil and house prices have, at different times, all been viewed as a one way bet by British investors,
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