Themes for your ISA in 2024

At lunchtimes throughout March, Kepler Trust Intelligence will be hosting online sessions with fund managers and investors, examining a wide range of strategies and themes to meet the needs of a diversified portfolio

Each week we will turn our attention to a broad investment theme, and during that week we will host one presentation per day, focused on a unique option for investors who are seeking ideas within that theme.

Every session will start at 12.00 and run for one hour, including time for questions from the audience, moderated by a member of the Kepler Trust Intelligence team.

Week One: Bounce (Maybe) Bounce – w/c 4th March

Five bombed out sectors that could pay off if the tide turns…

UK small caps – Rockwood Strategic
- We think appetite for UK stocks generally could bounce with the election out of the way and more political stability to follow
UK Commercial Property – Picton Property Income
- With more and more workers back in the office, we think the sector is oversold
China – Baillie Gifford China Growth
- With more to gain from good relations with the West than it has to gain from eternal pariah status, China must eventually come in from the cold
UK equity income – Schroder Income Growth
- Better rates on deposit may appeal but income growth trumps all in the long term

Click here to register for sessions

Week Two – Gimmie Shelter – w/c 11th March

Five themes for a rapidly changing investment landscape…

Europe – BlackRock Greater Europe
- While scepticism about the EU project may persist, global companies that happen to be based on the continent (often not even in the EU) are going cheap
Energy transition – BlackRock Energy & Resources Income
- Walking the tightrope between demand for clean energy tomorrow and the need for more energy today
If not China where else? – Ashoka India Equity
- For those who want EM exposure without exposure to China, what are the alternatives?

Click here to register for sessions

Week Three – Megatrends – w/c 18th March

Five themes that will matter to your portfolio for the next two decades…

Natural resources – BlackRock World Mining
- More people with more money need more things which are made of more stuff
Older, richer, sicker – International Biotechnology
- All over the world, the need for better healthcare and the wealth to afford it is growing
Technology – Allianz Technology Trust
- We aren’t going anywhere without it
Infrastructure – BBGI Global Infrastructure
- As the enrichment of the developing world gathers momentum, and developed economies creak with out-of-date kit, infrastructure spending looks set to continue

Click here to register for sessions

Week Four – Funding Your Retirement – w/c 25th March

Three trusts for three different stages on the road to retirement…

Once upon a time – Bellevue Healthcare
- A long-term play for those with time to spare
Halfway there – CT UK Capital & Income
- A dividend hero offering the potential for capital growth alongside a growing income
Livin’ on a prayer – Greencoat UK Wind
- A stable income from a sustainable portfolio

Click here to register for sessions

Sessions

04 Mar
Rockwood Strategic
Richard Staveley, 12:00
View fund research for Rockwood Strategic >
Register now >

05 Mar

Picton Property Income
Michael Morris, 12:00

View fund research for Picton Income >

Baillie Gifford China Growth
Sophie Earnshaw, 12:00

View fund research for Baillie Gifford China Growth >

View fund research for Schroder Income Growth >

View fund research for BlackRock Greater Europe >

View fund research for BlackRock Energy & Resources >

Ashoka India Equity
Ayush Abhijeet, 12:00

View fund research on Ashoka India Equity >

BlackRock World Mining
Evy Hambro, 12:00

View fund research on BlackRock World Mining >

View fund research on International Biotechnology Trust >

Allianz Technology Trust
Michael Seidenberg, 15:00

View fund research for Allianz Technology Trust >

BBGI Global Infrastructure
Duncan Ball, 12:00

View fund research on BBGI Global Infrastructure >

View fund research on Bellevue Healthcare >

CT UK Capital & Income
Julian Cane, 12:00

View fund research on CT UK Capital & Income >

Greencoat UK Wind
Stephen Lilley, 12:00

View fund research on Greencoat UK Wind >

Register now >

Important information

The opinions and views expressed in these webinars are as of 04 March – 27 March 2024 and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organisation. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Kepler Partners LLP may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.

The information contained herein is for educational purposes only and should not be construed as financial, legal or tax advice. Circumstances may change over time so it may be appropriate to evaluate strategy with the assistance of a financial professional. Federal and state laws and regulations are complex and subject to change. Laws of a particular state or laws that may be applicable to a situation may have an impact on the applicability, accuracy or completeness of the information provided. Kepler Partners LLP does not have information related to and does not review or verify particular financial or tax situations and is not liable for use of, or any position taken on, such information.

Kepler Partners LLP considers this commentary to be a minor non-monetary benefit, as it:

1. Is intended to enhance the quality of service provided to you by us and is generic in nature;

2. Consists of short-term market commentary on the latest economic statistics and/or company results and/or information on upcoming releases or events;

3. Contains a brief summary of the author’s own opinion on such information;

4. Is not substantiated nor does it include any substantive analysis;

5. Reiterates the Kepler Partner LLP’s view on an existing recommendation or substantive research material; and/or

6. Is unlikely to impair your investment firm’s compliance duty to act in the best interest of your client.

This report has been issued by Kepler Partners LLP for communication only to eligible counterparties and professional clients as defined by the Financial Conduct Authority. Its contents may not be suitable for and are not to be communicated to or be relied on by retail clients. It is not an indication as to the suitability or appropriateness of investing in the security or securities discussed.

Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and you may get back less than you invested when you decide to sell your investments. It is strongly recommended that Independent financial advice should be taken before entering into any financial transaction.

The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Kepler Partners LLP to any registration requirement within such jurisdiction or country. In particular, this website is exclusively for non-US Persons. Persons who access this information are required to inform themselves and to comply with any such restrictions.

The information contained in this website is not intended to constitute, and should not be construed as, investment advice. No representation or warranty, express or implied, is given by any person as to the accuracy or completeness of the information and no responsibility or liability is accepted for the accuracy or sufficiency of any of the information, for any errors, omissions or misstatements, negligent or otherwise. Any views and opinions, whilst given in good faith, are subject to change without notice.

This is not an official confirmation of terms and is not a recommendation, offer or solicitation to buy or sell or take any action in relation to any investment mentioned herein. Any prices or quotations contained herein are indicative only.

Kepler Partners LLP (including its partners, employees and representatives) or a connected person may have positions in or options on the securities detailed in this report, and may buy, sell or offer to purchase or sell such securities from time to time, but will at all times be subject to restrictions imposed by the firm’s internal rules. A copy of the firm’s Conflict of Interest policy is available on request.

PLEASE SEE ALSO OUR TERMS AND CONDITIONS

Kepler Partners LLP is authorised and regulated by the Financial Conduct Authority (FRN 480590), registered in England and Wales at 70 Conduit Street, London W1S 2GF with registered number OC334771.

Brokers Commentary » Commentary » Investment trusts Commentary » Investment trusts Latest » Latest » Uncategorized

Themes for your ISA in 2024