This is the sixth in a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the well resourced investment trust research company, and represents the author's opinions, not ours. The big picture environment will be important in validating or not these suggestions.
Revisting the small cap sector It’s been a mixed bag for UK equities in 2022, writes David Kimberley of Kepler Intelligence. At the top end of the market cap spectrum, the FTSE 100 has held up well, largely because ...
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Jonathan Davis This is the fifth in a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the well resourced investment trust research company, and represents the author's opinions, not ours. The big picture environment will be important in validating or not these suggestions.
Two alternatives for August After spending most of 2022 getting shellacked, growth stocks have enjoyed something of a summer rally. Since mid-June, the MSCI World Index has risen by close to 9%. Its v...
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Jonathan Davis This is the fourth of a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the investment trust research company, and represents the author's opinions, not ours.
Not a lot to write home about Options trader-turned-author Nassim Taleb has written before about how newspapers should, at least in theory, vary in length each day, writes David Kimberley of Kepler Intelligence. This may sound silly, but there is a logic to it. Some days nothing happens, other days a ...
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Jonathan Davis This is the third of a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the investment trust research company. My view is that UK smaller companies trusts are certainly worth a look with their ratings at current levels, with Henderson Smaller Companies, Odyssean and Aberdeen UK Smaller Companies among my personal favourites. Note that style and gearing levels are an important differentiator in this sector and any progress depends on more favourable macro con...
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This is the second of a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the investment trust research company. We will be monitoring the results.
Is Vietnam a safe haven? Writing about any kind of investment opportunity is difficult at the moment, writes David Kmberley of Kepler (pictured left). To paraphrase that apocryphal Chinese expression, we live in interesting times and the extremely volatile macroeconomic environment we find ourselves in means its even trickier t...
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Jonathan Davis This is the first of a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas are sourced from Kepler Intelligence, the investment trust research company. It is important to note that Kepler Intelligence, unlike Money Makers, has commercial relationships with a number of trusts. When drawing on their work I am always careful to take that into account and so should you. Nevertheless I have always found their research a helpful source of new ideas and subjects for my own research.
April 2022 ideas It seems s...
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