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.
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Nov 13, 2026 · 36:20
In this episode of Trust Issues, Alan Bartlett co-manager of Global Opportunities Trust (GOT), tells us why short-dated US government bonds look attractive today, which big…
Nov 9, 2026 · 18:42
In this episode of Trust Issues, Chris Tennant, co-manager of Fidelity Emerging Markets (FEML), discusses the trust's differentiated features, how emerging market tech exposure…
Nov 9, 2026 · 22:18
In this episode of Trust Issues, we speak to Josh Golomb, manager of The Biotech Growth Trust, about the investment case for the biotech sector, including recent performance,…
Oct 26, 2026 · 24:43
In this episode of Trust Issues, we speak to Omar Negyal, manager of JPMorgan Emerging Markets Dividend Income, about the investment case for emerging markets, including recent…
Oct 23, 2026 · 24:22
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 September,…
Oct 19, 2026 · 26:01
In this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure, about investing in digital infrastructure sector, including the…
Oct 16, 2026 · 24:11
In this episode of Trust Issues, Dale Nicholls, manager of Fidelity China Special Situations (FCSS), discusses the technological innovation coming out of China, potential…
Oct 8, 2026 · 30:18
In this episode of Trust Issues, Theo Wyld, portfolio manager and analyst for CC Japan Income & Growth (CCJI), provides some insights from his recent trip to Japan, considers…
Oct 5, 2026 · 29:24
In this episode of Trust Issues, Robert Lloyd, co-manager of JPMorgan Asia Growth & Income (JAGI), discusses the importance of Korea and Taiwan to the artificial intelligence…
Sep 10, 2026 · 27:19
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,…
Sep 4, 2026 · 26:36
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…
Aug 7, 2026 · 24:01
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,…
Aug 4, 2026 · 26:33
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…
Jul 31, 2026 · 11:22
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…
Jul 24, 2026 · 26:23
In this episode, we speak to Alan Ray, Analyst at Kepler Trust Intelligence, about the investment case for Europe. We also run the rule over JEGI’s investment strategy and…
Jul 14, 2026 · 27:58
Join Ryan Lightfoot-Aminoff, David Brenchley and guest presenter Josef Licsauer from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust…
Jun 25, 2026 · 27:20
In this episode of Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies (BASC), and Rob Furlong, equity research analyst, about the…
Jun 9, 2026 · 25:06
Join Jo Groves, David Brenchley and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in May, brought…
Jun 9, 2026 · 23:33
In this episode of Trust Issues, we speak to Matt Ridley, partners at Schroders Greencoat and co-manager of Greencoat UK Wind (UKW). Matt explains what UKW invests in, how it…
May 27, 2026 · 27:33
In this episode of Trust Issues, we speak to David Cornell, investment director at Marylebone Partners, which is now a part of Brown Advisory and manages Majedie Investments…
May 26, 2026 · 27:04
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. This month’s…
May 14, 2026 · 21:25
Join Jo Groves, David Brenchley and guest presenter Thomas McMahon from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in…
Apr 23, 2026 · 26:08
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. In this…
Apr 13, 2026 · 21:29
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 March,…
Apr 1, 2026 · 28:40
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…
Mar 26, 2026 · 25:41
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. In this…
Mar 6, 2026 · 24:29
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,…
Feb 26, 2026 · 20:31
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…
Feb 16, 2026 · 21:45
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…
Feb 10, 2026 · 25:09
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,…
Feb 10, 2026 · 26:31
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…
Feb 9, 2026 · 28:20
Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities,…
Feb 3, 2026 · 23:11
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…
Jan 20, 2026 · 22:24
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,…
Jan 16, 2026 · 33:32
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,…
Dec 24, 2025 · 23:50
Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities,…
Dec 15, 2025 · 23:45
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,…
Dec 12, 2025 · 24:40
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,…
Dec 9, 2025 · 30:10
Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities,…
Dec 5, 2025 · 18:19
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…
Dec 4, 2025 · 21:30
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,…
Nov 17, 2025 · 24:05
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…
Nov 12, 2025 · 29:25
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,…
Oct 29, 2025 · 18:31
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.This month's…
Oct 14, 2025 · 22:58
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 September,…
Oct 6, 2025 · 19:06
In this episode of Trust Issues, we speak with Andrew Zimmermann, chief financial officer at Molten Ventures (GROW), a FTSE 250 listed venture capital firm. GROW owns and manages…
Sep 30, 2025 · 17:10
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. This month's…
Sep 18, 2025 · 21:35
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 August,…
Aug 27, 2025 · 22:32
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. This month's…
Aug 22, 2025 · 22:08
In this episode of Trust Issues, we speak with Richard Sennitt, manager of Schroder Oriental Income, about the investment case for Asia, from opportunities in Taiwan and…
Aug 11, 2025 · 29:59
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,…
Aug 4, 2025 · 38:40
Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities,…
Jul 21, 2025 · 24:08
In this episode of Trust Issues, Bradley Biggins, co-portfolio manager for Schroder Real Estate, Bradley discusses the outlook for UK commercial property after a tough period,…
Jul 17, 2025 · 25:35
In this episode of Trust Issues, we speak to Doug Ledingham, manager of Pacific Assets Trust, about the investment case for Asia, including why valuations continue to look…
Jul 14, 2025 · 14:19
In this episode of Trust Issues, we speak to Masaki Taketsume, manager of Schroder Japan about the investment case for Japan, including his thoughts on corporate government…
Jul 4, 2025 · 23:46
Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities,…
Jul 4, 2025 · 21:04
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 June,…
Jun 10, 2025 · 18:55
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 May, brought…
May 27, 2025 · 19:24
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. This month's…
May 27, 2025 · 28:41
In this episode of Trust Issues, we speak to Jean Roche, manager of Schroder UK Mid Cap, about the investment case for the UK mid-cap sector, including why valuations continue to…
May 21, 2025 · 19:24
In this episode of Trust Issues we speak with Robert Lloyd and Pauline Ng, co-managers of JPMorgan Asia Growth & Income Trust (JAGI). The managers aim to invest in the most…
May 13, 2025 · 18:17
In this episode of Trust Issues, we speak with Matt Ridley, who leads the investment management team at Greencoat UK Wind (UKW), which owns and operates 49 wind farms across the…
May 12, 2025 · 15:08
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 April,…
May 12, 2025 · 23:57
Our monthly podcast brings you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping portfolios. This…
Apr 16, 2025 · 26:51
Our monthly podcast brings you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping portfolios (and…
Apr 4, 2025 · 23:12
Jo, Ryan and David talk through the most notable news in March, including updates on the activist and M&A activity, results from across Asia, and highlights from our recent…
Mar 21, 2025 · 25:39
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,…
Mar 19, 2025 · 19:32
In this episode of Trust Issues, we speak with Matt Bennison, a fund manager on Schroder Income Growth (SCF), which has a total return objective, which is to achieve income…
Mar 17, 2025 · 22:23
In this episode of Trust Issues, we speak with Ayush Abhijeet from WhiteOak Capital Management, the investment advisor to Ashoka India Equity (AIE). Ayush provides his thoughts…
Mar 11, 2025 · 25:50
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping…
Feb 19, 2025 · 22:39
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping…
Feb 5, 2025 · 18:13
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.…
Feb 3, 2025 · 28:06
In this episode of Trust Issues, we speak to Richard Staveley, manager of Rockwood Strategic, about the opportunity for investors in the UK small-cap sector, including the…
Jan 29, 2025 · 25:35
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping…
Jan 27, 2025 · 16:42
In this episode of Trust Issues, we speak with Loong Lim from WhiteOak Capital Management, the investment advisor to Ashoka WhiteOak Emerging Markets Investment Trust (AWEM).…
Jan 24, 2025 · 35:14
In this special episode of Market Matters, we’re joined by Baroness Ros Altmann, a leading expert on both the investment trust sector and pensions industry. Having previously…
Jan 14, 2025 · 20:33
In this episode of Trust Issues, we speak to Richard Horlick, Chairman of BH Macro. We discuss his thoughts on BH Macro as a shareholder, including his rationale for owning the…
Jan 10, 2025 · 29:22
In this episode of Trust Issues, sponsored by Baillie Gifford, we speak with Svetlana Viteva, co-manager of Edinburgh Worldwide (EWI), about the trust's investment strategy, some…
Jan 9, 2025 · 15:29
In this episode of Trust Issues, which was recorded on 16 December 2024, we speak to Ryan Lightfoot-Aminoff from the analyst team at Kepler Trust Intelligence about BlackRock…
Dec 17, 2024 · 25:51
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping…
Dec 17, 2024 · 13:55
In this episode of Trust Issues, we speak to Thomas McMahon, Head of Investment Companies Research at Kepler Trust Intelligence, about BlackRock Frontiers (BRFI). We discuss his…
Dec 9, 2024 · 22:40
Jo, David & Ryan talk through the most notable news in November, including TR Property, Schroder Real Estate, Miton UK MicroCap, Cordiant and Rockwood, and highlights of our…
Dec 9, 2024 · 17:36
In this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure Management. We discuss what CORD offers retail investors, how the…
Dec 2, 2024 · 23:47
In this episode of Trust Issues, we speak to Randall Sandstrom, Chief Executive and CIO of Sequoia Investment Management, adviser to the Sequoia Economic Infrastructure Income…
Nov 28, 2024 · 23:29
In this episode of Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies, about the opportunity for investors in the sector, including…
Nov 27, 2024 · 25:58
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping…
Nov 18, 2024 · 16:30
In this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder AsiaPacific, about the opportunity for investors in the sector, including the implications of…
Nov 11, 2024 · 23:32
In this episode of Trust Issues, we speak to Ailsa Craig & Marek Poszepczynski, managers of International Biotechnology Trust, about the opportunity for investors in the biotech…
Nov 11, 2024 · 18:30
Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence discuss the most notable news and interviews in the investment trust world in October. We…
Nov 7, 2024 · 14:48
In this episode of Trust Issues, we speak to Duncan Ball, CEO of BBGI Global Infrastructure about what makes BBGI unique and the outlook for the wider infrastructure sector.…
Nov 4, 2024 · 18:22
In this episode of Trust Issues, we speak to Paul Major, co-portfolio manager of Bellevue Healthcare, about GLP-1s, commonly known as weight-loss drugs, other innovation within…
Oct 22, 2024 · 18:24
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping…
Oct 21, 2024 · 16:33
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news and interviews in the investment trust world in September. We discuss the triple…
Oct 16, 2024 · 15:38
In this episode of Trust Issues, we speak to Olivia Markham, co-manager of BlackRock World Mining, about the opportunity for investors in the commodities sector and the strong…
Sep 12, 2024 · 18:58
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news in the investment trust world in August. Thomas McMahon, head of investment…
Jul 3, 2024 · 23:55
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in June. We talk about the…
Jul 2, 2024 · 16:44
Trusts in Focus: We look at the enhanced dividend and discount management policy for Schroder Japan In this episode of Trusts in Focus, we discuss the newly-announced enhanced…
Jul 2, 2024 · 16:05
In this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder Oriental Income, about the opportunity for investors in the Asian income sector which offers…
Jun 10, 2024 · 20:46
In this episode of Trust Issues, we speak to Stephen Lilley, manager of Greencoat UK Wind, about the opportunity for investors in renewable infrastructure, including the strong…
Jun 6, 2024 · 16:48
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss some of the most notable news stories in the investment trust world over the past month. We talk about…
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