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 followUK - 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
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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?
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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
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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
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Sessions - click here for full details
04 Mar Rockwood Strategic
Richard Staveley, 12:00
05 Mar Picton Property Income
Michael Morris, 12:00
06 Mar Baillie Gifford China Growth
Sophie Earnshaw, 12:00
08 Mar Schroder Income Growth
Sue Noffke, 12:00
11 Mar BlackRock Greater Europe
Stefan Gries, 12:00
12 Mar BlackRock Energy & Resources Income
Mark Hume, 10:00
15 Mar Ashoka India Equity
Ayush Abhijeet, 12:00
18 Mar BlackRock World Mining
Evy Hambro, 12:00
19 Mar International Biotechnology Trust
Ailsa Craig & Marek Poszepczynski, 12:00
20 Mar Allianz Technology Trust
Michael Seidenberg, 15:00
21 Mar BBGI Global Infrastructure
Duncan Ball, 12:00
25 Mar Bellevue Healthcare
Paul Major, 12:00
26 Mar CT UK Capital & Income
Julian Cane, 12:00
27 Mar Greencoat UK Wind
Stephen Lilley, 12:00
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.
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