HeyJaredKepler Trust Intelligence Podcast
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.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 10, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
Monthly Roundup: Renewables return to most bought, a RIT Cap run through plus AI bubble or not? (opens the original)
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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 July, brought to you in association with Schroders. In the news, Ryan highlights the destination of former River UK Micro Cap (RMMC) manager George Ensor, as well as picking over the positive, and negative, news from International Public Partnerships (INPP). Before running through their recent half-year results, David provides a sum
Trust Issues: Investing in private equity with NBPE's Paul Daggett (opens the original)
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In this episode of Trust Issues, we speak to Paul Daggett, co-manager of Neuberger Private Equity Partners, about the investment case for private equity, why he's seeing bright spots within NBPE's portfolio and how management assesses AI risk when investing. 00:00 Introduction 00:59 Bright spots in the performance of NBPE's underlying portfolio 02:41 How younger vintages are outperforming and why it's crucial to refresh the portfolio 05:25 What is a mid-life co-investment and why are they so att
Monthly Roundup: Rockwood’s new stocks, UKW results and the manager merry go round (opens the original)
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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 July, brought to you in association with Schroders. In the news, Ryan looks at the recent transfers in the investment trust management space, with changes at River UK Micro Cap (RMMC), as well as discussing a possible surprise announcement of who is taking over Golden Prospect Precious Metals (GPM). Next, he picks up on another divi
Trust Issues: Investing in Europe with FEV’s Marcel Stötzel (opens the original)
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In this episode of Trust Issues, we speak to Marcel Stötzel, manager of Fidelity European, about the investment case for European equity sector, including the recent rally, the changing macro back-drop, positioning around AI and finding the most compelling opportunities across the sector. 00:00 Introduction00:32 Drivers of the rally02:34 Is Europe a global or regional play?03:29 Is Europe cheap for a reason?05:57 Impact of German fiscal change & defence spending07:29 Narrowing down the universe0
Trust Issues: Investing in UK small-caps with BRSC (opens the original)
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In this episode, we speak to Thomas McMahon, Head of Investment Companies Research at Kepler Trust Intelligence, about the opportunity for investors in UK small-caps and BlackRock Smaller Companies in particular. We discuss the outlook for the sector, including recent performance and the economic backdrop, alongside BRSC’s investment strategy, recent merger and income credentials. 00:00 Introduction 00:25 Why invest in UK small-caps 02:48 Sector performance 04:00 Rationale for merger 04:50 Chang
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