Kepler Trust Intelligence Podcast

In this episode of Trust Issues we get an update on China with Gavekal's Director of China Research, Andrew Batson. We discuss housing, video games and semiconductors.

In this week's episode of Trust Issues, we speak to Izabella Kaminska, founder of financial news site the Blindspot and former editor of FT Alphaville. We discuss Davos technocrats, inflation, commodities, streaming, ChatGPT and more.

In this episode of Trust Issues, we speak to the Ailsa Craig and Marek Poszepczynski - the managers of International Biotechnology Trust. We look at recent M&A in the industry, cyclical trends and how to manage risks when investing in biotech companies.

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.

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.

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.

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.

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.

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

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.