Kepler Trust Intelligence Podcast

Trust Issues #7 - Picking investment trusts with Nick Greenwood

In this episode of Trust Issues, we speak to Nick Greenwood about the investment trust sector and what opportunities there are in the market today. Nick talks about the history of the investment trust space and how it has evolved over time, as well as some parallels with the past to today. We also look at how investors can find opportunities in the sector, some of the dynamics that have played out in markets over the past 12 months and how those may present opportunities for investors.

Trust Issues #6 - Dave Baxter on Alliance Trust, Ruffer and more

In this episode of Trust Issues we speak to Dave Baxter, Funds Editor at Investors Chronicle, about whether global equity portfolios will perform better moving forward, niche investment trusts, equity income performance and whether or not trusts that offer downside protection are worth investing in.

Trust Issues #5 - Russell Clark and why European energy policy is smarter than you think

Since Russia invaded Ukraine, there has been lots of criticism of European countries' energy policies, particularly Germany. The main arguments put forward are that EU countries were too reliant on Russian energy, built inefficient renewables infrastructure and shut down nuclear plants. In this episode of Trust Issues we talk to Russell Clark, who has a different take, arguing that EU energy policies were positive and are likely to continue in the same vein moving forward.

Trust Issues #4 - Uzo Ekwue and why UK stocks look so cheap

In this episode we speak to Schroders UK small and mid-cap analyst Uzo Ekwue about valuations in the UK stock market. UK companies have traded at much lower valuations than their global peers for years now and Uzo talks us through some of the dynamics that may explain this, as well as talking about some more surprising facts about the higher returns produced by some parts of the market.

Trust Issues #3 - TILLIT CEO Felicia Hjertman

In this episode we speak to TILLIT CEO and Founder Felicia Hjertman. Felicia spent a decade at asset management group Baillie Gifford before founding TILLIT in 2019. TILLIT is a platform that allows you to invest in a curated set of funds. We speak about why Felicia set up the company and some of the challenges that have come with picking funds to be on the platform in a tough macroeconomic environment.

Trust Issues #2 - Ed Buttery and TMI

In this episode of Trust Issues, we speak to Ed Buttery, the founder of the shipping-focused investment trust Taylor Maritime.

Trust Issues #1 - Steve Hsu on China

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.

2022’s historic opportunities for healthcare investors

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.

Investing in Vietnam with Dragon Capital founder Dominic Scriven

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.

Deglobalisation and Small Cap Opportunities With Gervais Williams

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.