Kepler Trust Intelligence Podcast
The Kepler Trust Intelligence Podcast features leading figures from across the investment trust sector, giving their take on the markets, investment ideas, and different closed-ended funds.
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Episodes
Tuesday Oct 04, 2022
Tuesday Oct 04, 2022
In the first episode of Trust Issues, we speak to professor and start-up founder Steve Hsu about China's prospects and what the country holds for investors.
Monday Jun 20, 2022
Monday Jun 20, 2022
In this episode of the Kepler Trust Intelligence Podcast, we speak to Paul Major, one of two portfolio managers at BB Healthcare - an investment trust focused on the medical sector. Paul believes the market volatility of the past six months has presented serious opportunities for healthcare, which he and the BB Healthcare team are looking to take advantage of.
Thursday Jun 09, 2022
Thursday Jun 09, 2022
In this episode of the Kepler Trust Intelligence Podcast, we speak to Dragon Capital founder Dominic Scriven. Dragon Capital is an asset management group based in Vietnam, which Dominic founded back in 1994. It also runs Vietnam Enterprise Investments (VEIL), a London-listed investment trust that invests in Vietnamese businesses.
Tuesday Jun 07, 2022
Tuesday Jun 07, 2022
In the first episode of the Kepler Trust Intelligence Podcast, we speak to fund manager Gervais Williams about deglobalisation and the opportunities it may provide to small cap investors.