Kepler Trust Intelligence

Tune in to our latest monthly round-up of investment trust news, discussing the launch of Aberforth Geared Value & Income, developments at The PRS REIT and an overview of the most bought investment trusts in August. Listen to the full episode here: https://lnkd.in/dse_zxdc Capital at risk.

Our latest strategy article takes a look at the Hong Kong stock market, examining what its future might be under the growing influence of China. Read the full piece here: https://lnkd.in/dxnMnA4d Capital at risk.

Schroder Asia Total Return's half year results demonstrate that the trust has outperformed yet again, with performance largely driven by the managers' holdings in technology companies, including TSMC, and an underweight allocation to China. Read our full analysis here: https://lnkd.in/dHPBE8C9 Capital at risk.

Our latest blog takes a look at the top most bought and sold shares last month, as well as highlighting the investment trusts that are topping UK investors' buy lists. Read more here: https://lnkd.in/dHYQYyyQ Capital at risk.

Our analysts think global markets look likely to continue their ascent. Here we argue the outlook for equities is still good, thanks largely to the strength of the US market, tackling five of the biggest worries we hear from investors. Read more: https://lnkd.in/dixVvC7x Capital at risk.

BBGI Global Infrastructure SA's interim results demonstrate how, with strong operational and financial performance and interest rates stabilising, BBGI offers an attractive prospective real return. Read our full analysis here: https://lnkd.in/dG9m6TWt Capital at risk.

Our latest blog examines movements in the US stock market. With Nvidia's recent share price fall, we highlight other potentially interesting opportunities for investors to consider. Read the full piece here: https://lnkd.in/dDY_KFFm Capital at risk.

Each year we ask our team to make their investment trust picks for the year ahead. We take a look at how those picks have performed so far and their prospects for the rest of the year. Read more here: https://lnkd.in/dCQWYB9U Capital at risk.

Last month, we asked our readers for any questions. Our analysts answer those questions in our latest strategy article, covering important issues in fund analysis and the investment trust sector. Read more here: https://lnkd.in/dcCV8kaB Capital at risk.

Our latest feature explores why a falling interest rate environment should benefit the infrastructure sector, creating favourable conditions for trusts such as BBGI Global Infrastructure SA. Read the full piece here: https://lnkd.in/dr7eJitW Capital at risk.