All Episodes
Kepler Trust Intelligence Podcast — 99 episodes
Market Matters featuring Sharmin Rahman from Liontrust
Monthly Roundup: Top performing managers leave, BlackRock's gold view and who's buying India?
Trust Issues: investing in Indian equities with AIE's Ayush Abhijeet
Market Matters with Olivia Markham from BlackRock World Mining
Monthly Roundup: Growth of SpaceX, UKW’s dividend cover and what’s popular with ISA millionaires?
Market Matters with Lucie Majstrova from Baillie Gifford
Trust Issues: Investing in infrastructure debt with SEQI’s Randall Sandstrom
Monthly Roundup: UKW changes dividend, portfolio head-to-head results and has Saba been snookered?
Trust Issues: Investing in frontier markets with BRFI’s Emily Fletcher
Market Matters: Featuring Alexandra Jackson from Rathbones
Trust Issues: Investing in UK small caps with RKW’s Richard Staveley
Monthly Roundup: Net zero's future, growth capital opportunities and has SMT breached its rules?
Trust Issues: Investing in emerging markets with AWEM's Hiren Dasani
Market Matters: Featuring Deirdre Cooper from Ninety One
Monthly Roundup: Can UKW maintain its dividend, IBT rides the biotech rally and why buy Temple Bar?
Trust Issues: Investing in digital infrastructure with CORD’s Steven Marshall
Market Matters: Featuring Chloe Smith from Sanford DeLand
Trust Issues: Investing in the mining sector with BRWM’s Olivia Markham
Investing in Asia with FAS’ Nitin Bajaj
Trust Issues: Investing in the biotech sector with IBT’s Ailsa Craig
Monthly Roundup: Why is SMT popular, can biotech M&A continue and who thinks it’s an AI bubble?
Market Matters with Emily Fletcher from BlackRock Frontiers
Monthly Roundup: Saba’s return, is 60:40 dead? Plus our thoughts on the gold rally
Trust Issues: Investing in venture capital with GROW’s Andrew Zimmermann
Market Matters with Sophie Huynh, portfolio manager at BNP Paribas
Monthly Roundup: Scottish Mortgage gains, best ISA providers and the resolution of a bidding war
Market Matters with Ailsa Craig from Schroders
Trust Issues: Investing in Asia with SOI’s Richard Sennitt
Monthly Roundup: Meme coins infiltrate investment trusts, PE buys PE and boardroom battery battles
Market Matters: Featuring Charlotte Yonge from Troy Asset Management
Trust Issues: Investing in UK commercial property with Schroders’ Bradley Biggins
Trust Issues: Investing in Asia with PAC’s Doug Ledingham
Trust Issues: Investing in Japan with SJG’s Masaki Taketsume
Market Matters with Laura Foll from Janus Henderson
Monthly Roundup: manager changes and consolidation, the gold run and opportunities in Asia
Monthly Roundup: activism pros & cons, Scottish Mortgage results and opportunities in the FTSE250
Market Matters with Bianca McMillan from Gravis
Investing in UK mid-caps with SCP’s Jean Roche
Trust Issues: Investing in Asia with JAGI’s Robert Lloyd and Pauline Ng
Trust Issues: Investing in UK wind farms with UKW's Matt Ridley
Monthly Round Up: a Saba solution, is investing skill or luck and how we fared in the tariff sell off
Market Matters with Annabel Brodie-Smith from the Association of Investment Companies
Market Matters with Charlotte Morris, manager of Pantheon International
Monthly Round Up: activist and M&A updates, results from Asia & US plus our income special report
Monthly Round Up: Saba update, results from UKW and THRG and highlights from our podcasts and event
Trust Issues: Investing in UK stocks with SCF's Matt Bennison
Trust Issues: investing in India with AIE's Ayush Abhijeet
Market Matters with Zenah Shuhaiber from JPMorgan European Growth & Income
Market Matters with Megumi Takayama from Chikara Investments
Monthly round-up of investment trust news
Trust Issues: investing in UK small-caps with RKW manager Richard Staveley
Market Matters with Rebecca MacLean, manager of Dunedin Income Growth
Trust Issues: investing in emerging markets with AWEM’s Loong Lim
Market Matters Special Edition with Baroness Ros Altmann
Trust Issues: investing in hedge funds with BH Macro’s Richard Horlick
Trust Issues: investing in innovation with EWI's Svetlana Viteva
Trust Issues: investing in UK small-cap equities with BRSC
Market Matters with Jean Roche, manager of Schroder UK Mid Cap
Trust issues: investing in frontier markets with BRFI
Monthly Round Up: updates from the property sector, our income event and digital infra news
Trust Issues: investing in digital infrastructure equity with CORD’s Steven Marshall
Trust issues: investing in infrastructure debt with SEQI's Randall Sandstrom
Trust Issues: investing in US small-caps with BASC manager Christopher Berrier
Market Matters with Jasmine Yeo, manager of Ruffer
Trust Issues: investing in Asia with SDP manager Richard Sennitt
Title: Trust Issues - investing in biotech with IBT managers Ailsa Craig & Marek Poszepczynski
Monthly roundup: the budget’s impact, DGN's strategic review and our podcasts & results highlights
Trust Issues: the outlook for investing in infrastructure with BBGI CEO Duncan Ball
Trust Issues: the future of weight-loss drugs with BBH portfolio manager Paul Major
Market matters with Charlotte Cuthbertson, manager of MIGO
Monthly round-up of investment trust news
Trust Issues - investing in commodities with BRWM manager Olivia Markham
Monthly round-up of investment trust news
Monthly round-up of investment trust news
Trusts in Focus: Schroder Japan
Trust Issues - investing in the Asian income story with SOI manager Richard Sennitt
The investment opportunity in renewable infrastructure with Greencoat UK Wind
Investing in US small-caps with BASC
The opportunity in UK small-caps with Rockwood Strategic manager Richard Staveley
Trust Issues - investing in UK small-caps with BlackRock Smaller Companies
The investment opportunity in Japan, with CCJI's Richard Aston
High yield UK stocks, with AEI Manager Thomas Moore
BlackRock Frontiers analysis
Asia small cap investing, with AAS Manager Gabriel Sacks
Preference shares and UK small caps with Shires Income's Iain Pyle
Investing in multi-manager funds with Alliance Trust
The income opportunity in UK equities, with SCF’s Sue Noffke
A biotech bounce back? With IBT Manager Ailsa Craig
Why Canadian stocks are at interesting juncture, with MCT’s Dean Orrico
Investing in Indian stocks, with ANII Manager Kristy Fong
Semiconductors, infrastructure and consumer growth in Asia, with Abrdn Manager Pruksa Iamthongthong
Investing in Vietnam, with Dragon Capital Founder Dominic Scriven
Investing in quality companies in Asia, with Schroder AsiaPacific’s Abbas Barkhordar - Trust Issues #17
Finding the best UK stocks for income, with Dunedin Manager Rebecca Maclean - Trust Issues #16
The outlook for European real estate with SERE’s Jeff O’Dwyer - Trust Issues #15
Investing for income in Asia, with SOI Manager Richard Sennitt- Trust Issues #14
Finding the best growth stocks in China, with ACIC’s Elizabeth Kwik - Trust Issues #13
Valuations, discounts and rent increases, with UKCM’s Will Fulton - Trust Issues #12
Why healthcare valuations are low, with Bellevue Healthcare’s Brett Darke - Trust Issues #11