Kepler Trust Intelligence Podcast

Monthly round-up of investment trust news

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news in the investment trust world in August.
Thomas McMahon, head of investment companies research at KTI, joins us to talk through the launch of Aberforth Geared Value & Income, including some of the potential benefits and returns for investors.
Ryan provides a run-down on the latest developments at The PRS REIT, which provides exposure to new-build family homes for the private rental market, as well as the wider implications of the new share buyback programme at The Renewables Infrastructure Group.
We round things off with an overview of the most bought and sold shares and trusts by UK investors in August across four of the largest investment platforms. Nvidia, Vodafone and L&G topped the most bought shares table, with Rolls Royce heading up the sell lists.
And Scottish Mortgage, Greencoat UK Wind, JP Morgan Global Growth & Income, Alliance Trust and HgCapital were the top five most bought investment trusts in August.
00:30 AVGI: Background
03:03 AVGI: Benefits of structure for investors
04:52 AVGI: Potential returns for investors
06:49 Developments of the PRS REIT
10:18 Share buyback programme at TRIG
12:48 The most bought and sold shares by UK investors
14:26 The most bought investment trusts by UK investors
18:10 Risk warning

Monthly round-up of investment trust news

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in July.
We discuss how the sale of one of Hg Capital’s holdings could be a positive sign for the private equity sector and what implications the biggest one-day gains in US small companies’ history could have on the asset class.
We also bring you the highlights from the second round of our small-cap webinar series with Gabriel Sacks, manager of abrdn Asia Focus, Robin West, manager of Invesco Perpetual UK Smaller Companies and, finally, Christopher Berrier of Brown Advisory US Smaller Companies.
We round things off with the key talking points from our recent interview with Olivia Markham, manager of BlackRock World Mining.
0:00 Welcome
0:18 Hg Capital disposal
02:43 Sale of Graphcore
05:34 Performance of US small-cap equities
06:59 Small-cap event round-up
07:25 abrdn Asia Focus
10:31 Invesco Perpetual UK Smaller Companies
13:55 Brown Advisory US Smaller Companies
16:28 Interview with Olivia Markham, BlackRock World Mining
20:11 Risk warning

Monthly round-up of investment trust news

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in June.
We talk about the merger of Alliance Trust and Witan, alongside the unsuccessful IPO of the Special Opportunities REIT and the newly-announced enhanced dividend and discount management policy for Schroder Japan.
We also bring you the highlights from our recent small-cap webinar series with Nish Patel, manager of the Global Smaller Companies Trust, Gervais Williams, manager of Miton UK MicroCap and, finally, Joe Bauernfreund of AVI Japan Opportunity Trust.
We round things off with the key talking points from our recent interview with Richard Sennitt, manager of Schroder Oriental Income, as well as results from Cordiant Digital Infrastructure and Sequioa Economic Infrastructure.
0:00 Welcome
00:26 Merger of Alliance Trust and Witan
01:31 Wider implications on the sector
03:13 Unsuccessful IPO of Special Opportunities REIT (SOR)
04:40 Opportunities for REIT investing
06:20 New dividend and discount management policy for Schroder Japan
08:44 Overview of small-cap event
09:23 Global Smaller Companies Trust
12:00 Miton UK MicroCap
13:41 AVI Japan Opportunity Trust
15:42 Schroder Oriental Income
18:55 Cordiant Digital Infrastructure results
20:37 Sequoia Economic Infrastructure results
16:11 Risk warning

Trusts in Focus: Schroder Japan

Trusts in Focus: We look at the enhanced dividend and discount management policy for Schroder Japan
In this episode of Trusts in Focus, we discuss the newly-announced enhanced dividend and discount management policy for Schroder Japan, together with our view on the trust and the wider Japan sector.
00:00 Introduction
01:06 Overview of enhanced dividend policy
04:30 Overview of discount management policy
05:54 Our views on the trust
09:07 Our views on the wider implications
10:32 Our views on the broader Japanese sector
13:18 The effect of recent initiatives
15:29 Risk warning
 
Our latest note on SJG  - https://www.trustintelligence.co.uk/investor/articles?fund_id=38
SJG website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-japan-trust/9
 

Trust Issues - investing in the Asian income story with SOI manager Richard Sennitt

In this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder Oriental Income, about the opportunity for investors in the Asian income sector which offers access to world-leading companies in the region.
 
00:00 Introduction
00: 14 Overview of the fund and current portfolio
02:07 Assessing value and key investment attributes
03:32 Why active management matters and key differentiating factors
04:58 Is the region overlooked by income seekers?
06:43 Key drivers for capital growth
07:45 Recent performance
10:15 Managing downside risk
11:29 Which parts of the market are interesting?
13: 35 Will a fall in US interest rates be a tailwind?
 
Our latest note on SOI -https://www.trustintelligence.co.uk/investor/articles?fund_id=60
SOI website - https://tinyurl.com/4svwxs53
 

The investment opportunity in renewable infrastructure with Greencoat UK Wind

In this episode of Trust Issues, we speak to Stephen Lilley, manager of Greencoat UK Wind, about the opportunity for investors in renewable infrastructure, including the strong secular growth drivers for UK wind infrastructure.
00:00 Introduction & performance highlights
03:40 Is the opportunity still as compelling as it was at launch?
08:24 How healthy are underlying dividends from power companies?
12:18 The effect of rising rates
16:14 Does it matter who wins the general election?
20:09 Risk warning

Monthly round-up of investment trust news

Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss some of the most notable news stories in the investment trust world over the past month.
We talk about the latest news for Scottish Mortgage, Henderson and Pantheon International, as well as results for Schroder AsiaPacific and Oriental Income.
We also bring you some of the highlights from our recent podcasts with Richard Staveley, manager of Rockwood Strategic, and Christopher Berrier, manager of Brown Advisory US Smaller Companies.
0:00 Welcome
0:17 Scottish Mortgage
4:43 Henderson
6:34 Pantheon
7:54 Rockwood (UK small-caps)
10:52 Brown Advisory US Smaller Companies
13:42 Schroders AsiaPacific & Oriental Income
16:11 Risk warning

Investing in US small-caps with BASC

In this episode of Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies, about the opportunity for investors in the US small-cap sector, including recent performance and why the US small-cap sector lends itself well to active management.

The opportunity in UK small-caps with Rockwood Strategic manager Richard Staveley

In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the opportunity for investors in UK small-caps, including some of the key drivers behind Rockwood’s strong track record of outperformance.

Trust Issues - investing in UK small-caps with BlackRock Smaller Companies

In this episode of Trust Issues, we speak to Nicholas Todd, one of our Kepler Trust Intelligence analysts, about investing in UK small-caps and what BlackRock Smaller Companies (BRSC) offers investors looking for exposure to UK equities.