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PODCAST

Kepler Trust Intelligence Podcast

Kepler Partners

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.

business investing

All Episodes

28:40

Trust Issues: investing in Indian equities with AIE's...

Kepler Trust Intelligence Podcast ·

2026/04/01

In this episode of Trust Issues, we speak to Ayush Abhijeet, investment director at WhiteOak Capital Partners, the investment advisor to Ashoka India Equity (AIE).Ayush talks us through the reasons why the Indian stock market has been going through a period of weakness, what catalysts could cause a recovery and why, despite the difficult backdrop, Indian companies remain committed to initial public offerings. Ayush also tells us how AIE's knowledge and expertise enables management to take advantage

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25:41

Market Matters with Olivia Markham from BlackRock...

Kepler Trust Intelligence Podcast ·

2026/03/26

Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.In this month's episode, our guest is Olivia Markham, manager of BlackRock World Mining. We cover a wide range of topics including the forces driving gold and silver higher, why copper and uranium could be the defining metals of the energy transition and whether the long-awaited rotation into commodities is finally becoming a

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24:29

Monthly Roundup: Growth of SpaceX, UKW’s dividend...

Kepler Trust Intelligence Podcast ·

2026/03/06

Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in February, brought to you in association with Schroders.In the news, Ryan looks over the corporate activity in the year, including the proposed combination of BlackRock Throgmorton (THRG) and BlackRock UK Smaller Companies (BRSC). Elsewhere, he looks at the potential outcomes for European Opportunities (EOT)’s strategic review, before a

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20:31

Market Matters with Lucie Majstrova from Baillie Gifford

Kepler Trust Intelligence Podcast ·

2026/02/26

In this month’s episode, our guest is Lucie Majstrova, investment specialist for private companies at Baillie Gifford. We discuss a range of topics including the investment case for private companies, why companies are staying private for longer, her thoughts on Anthropic and the most compelling opportunities across private markets.00:00 Introduction 00:34 Background to asset management 01:28 Investment case for private companies 03:31 What is growth capital 05:06 Why companies are staying

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21:45

Trust Issues: Investing in infrastructure debt with...

Kepler Trust Intelligence Podcast ·

2026/02/16

In this episode of Trust Issues, we speak to SEQI’s Randall Sandstrom about the investment case for infrastructure debt, including recent performance, exposure to data centres and the most compelling opportunities across the sector.00:00 Introduction 00:43 What SEQI offers investors 06:27 Recent performance 10:03 Exposure to data centres 12:00 Green flags for investment 14:30 Sensitivity to interest rates 16:59 Level of construction risk 18:56 Most compelling opportunities 20:44 Further

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25:09

Monthly Roundup: UKW changes dividend, portfolio...

Kepler Trust Intelligence Podcast ·

2026/02/10

Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in January, brought to you in association with Schroders.In the news, David talks through what the recent changes in government policy could have on Greencoat UK Wind (UKW) and how this changes their dividend outlook. Elsewhere Ryan runs the rule over some corporate activity, including the proposed combination of Aberdeen Equity Income

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26:31

Trust Issues: Investing in frontier markets with...

Kepler Trust Intelligence Podcast ·

2026/02/10

In this episode of Trust Issues, we speak to Emily Fletcher, manager of BlackRock Frontiers, about the investment case for frontier and emerging markets, including recent performance, portfolio allocations, navigating through geopolitical issue and the most exciting opportunities across the sector. 00:00 Introduction 00:38 How BRFI differs from other funds 02:24 What BRFI offers investors 03:52 Sourcing opportunities 05:37 Navigating geopolitical risk 11:44 Managing liquidity 13:06 Thoughts on

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28:20

Market Matters: Featuring Alexandra Jackson from...

Kepler Trust Intelligence Podcast ·

2026/02/09

Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities, challenges, and risks shaping investors’ portfolios. This month, we are joined by Alexandra Jackson, manager of the Rathbone UK Opportunities fund, which invests in UK mid-cap companies. In this episode, Alexandra talks us through her route to becoming a fund manager, in which sector she thinks the UK stock market's stardust resides,

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23:11

Trust Issues: Investing in UK small caps with RKW’s...

Kepler Trust Intelligence Podcast ·

2026/02/03

In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the investment case for UK small-caps, including recent performance, the catalysts for a rally in UK small-caps, the outlook for M&A and the most exciting opportunities across the sector.00:00 Introduction 00:39 Performance in 2025 05:33 Catalysts for a small cap rally 09:39 Valuations and stock selection 13:33 Outlook for M&A 18:12 What makes Rockwood different 22:08 Further

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22:24

Monthly Roundup: Net zero's future, growth capital...

Kepler Trust Intelligence Podcast ·

2026/01/20

Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in December, brought to you in association with Schroders. In news, David summarises round two in the Edinburgh Worldwide (EWIT) Saba battle, before Ryan provides a quick summary of the aborted HICL/TRIG merger, as well as running the rule over what is happening with Chrysalis (CHRY), and what implications this could have for other trusts

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33:32

Trust Issues: Investing in emerging markets with...

Kepler Trust Intelligence Podcast ·

2026/01/16

In this episode of Trust Issues, we speak to Hiren Dasani, portfolio manager for Ashoka WhiteOak Emerging Markets Trust (AWEM), to talk about the outlook for emerging markets, after a strong 2025, what AWEM’s portfolio looks like today and how AWEM chooses companies in which to invest.00:00 Introduction 01:14 Why emerging markets had such good performance in 2025 03:37 How AWEM distinguishes true quality companies from quality traps 06:31 Why AWEM prefers investing in non-state-owned

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23:50

Market Matters: Featuring Deirdre Cooper from Ninety One

Kepler Trust Intelligence Podcast ·

2025/12/24

Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities, challenges, and risks shaping investors’ portfolios.This month, we are joined by Deirdre Cooper, head of sustainable equity at Ninety One. Deirdre co-manages Ninety One's Global Environment strategy, investing in companies enabling the transition to a low-carbon economy to capture the structural growth driven by decarbonisation. In

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23:45

Monthly Roundup: Can UKW maintain its dividend, IBT...

Kepler Trust Intelligence Podcast ·

2025/12/15

Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in November, brought to you in association with Schroders.In news, Ryan provides an update on the implication of the government consultation on renewable energy subsidies to infrastructure trusts such as Greencoat UK Wind (UKW). He also takes us through what investors can expect from the Invesco Global Equity Income (IGET) and Franklin

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24:40

Trust Issues: Investing in digital infrastructure...

Kepler Trust Intelligence Podcast ·

2025/12/12

In this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure, about the investment case for the digital infrastructure sector, including capturing the AI opportunity, the new Prague Gateway development and the key drivers behind the trust’s outperformance.00:00 Introduction 00:40 Buy, build & grow philosophy 02:21 Importance of operational control 03:23 Skin in the game 04:21 Capturing upside in AI 08:12 Prague Gateway development 10:40 Key

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30:10

Market Matters: Featuring Chloe Smith from Sanford...

Kepler Trust Intelligence Podcast ·

2025/12/09

Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities, challenges, and risks shaping investors’ portfolios.This month, we are joined by Chloe Smith, fund manager at Sanford DeLand Asset Management. Chloe joined Sanford Deland in October 2021, initially as an investment analyst and is now co-manager on the TM SDL UK Buffettology and TM SDL Free Spirit funds. In this episode, Chloe tells

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18:19

Trust Issues: Investing in the mining sector with...

Kepler Trust Intelligence Podcast ·

2025/12/05

In this episode of Trust Issues, we speak to Olivia Markham, manager of BlackRock World Mining, about the investment case for the mining sector, including gold’s record-breaking run, demand for copper, M&A and the most compelling opportunities across the sector.00:00 Introduction 00:36 Drivers of recent performance 02:00 Outlook for gold prices 03:13 Valuations of gold miners 04:21 Long-term drivers of copper demand 06:06 Slowing demand from China 07:10 Benefit of active exposure 08:27 Likely

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21:30

Investing in Asia with FAS’ Nitin Bajaj

Kepler Trust Intelligence Podcast ·

2025/12/04

In this episode of Trust Issues, we speak to Nitin Bajaj, manager of Fidelity Asian Values, about the investment case for the Asia equity sector, including recent performance, managing political noise and finding the most compelling opportunities across the sector. 00:00 Introduction 00:38 Providing differentiated exposure to Asia 04:07 Evaluating investments 05:54 Narrowing down the universe 08:59 Managing downside risk 10:00 Current portfolio allocations 11:25 Allocations in China 14:05

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24:05

Trust Issues: Investing in the biotech sector with...

Kepler Trust Intelligence Podcast ·

2025/11/17

In this episode of Trust Issues, we speak to Ailsa Craig, manager of International Biotechnology Trust, about the investment case for the biotech sector, including recent performance, M&A, managing political noise and finding the most compelling opportunities across the sector.00:00 Introduction 00:42 Key drivers of NBI movements 03:00 Thoughts on outperformance 05:12 Current portfolio allocations 07:28 Most attractive valuation opportunities 09:03 Private market exposure 09:47 Opportunity in

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29:25

Monthly Roundup: Why is SMT popular, can biotech M&A...

Kepler Trust Intelligence Podcast ·

2025/11/12

Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in October, brought to you in association with Schroders. In news, Ryan looks at whether the rollover into an active ETF could indicate a future for the asset class, as well as a re-entry from Saba into the lowly valued smaller companies sector. Plus, we look at what the recent flurry of takeouts for International Biotechnology (IBT)

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18:31

Market Matters with Emily Fletcher from BlackRock...

Kepler Trust Intelligence Podcast ·

2025/10/29

Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.This month's guest is Emily Fletcher, manager of the BlackRock Frontiers trust, who has extensive experience in emerging and frontier markets.In this month’s episode, we discuss a range of topics including the investment case for frontier market, managing geopolitical risk and the most compelling opportunities across the region. 00:00

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113 results

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