Markets Recon

MGCI’s yield should rise if interest rates are hiked.

By Kepler Partners In Fixed Income

Ahead of the combination with PAC, ATR has delivered excellent performance.

By Kepler Partners In Equities

Corporate Japan is almost unrecognisable compared to just over a decade ago.

By Kepler Partners In Sustainability, Macro

JEMI offers a route into emerging markets for dividend seekers.

By Kepler Partners In Emerging Markets, Equities

JAM offers exposure to the beneficiaries of AI-related capex spending.

By Kepler Partners In Thematic / Megatrends, Equities

JGGI offers exposure to the best ideas of JPMorgan’s research platform.

By Kepler Partners In Equities

LPE trusts are ramping up returns of capital - what lessons for the rest of the sector?

By Kepler Partners In Wealth Practice, Equities

Strong GDP numbers imply the UK is doing better than thought.

By Kepler Partners In Portfolio Construction, Macro, Equities

Jim Strang discusses HgT’s interim performance, AI, portfolio exits, share buybacks and Hg’s decision to significantly increase its stake.

By Kepler Partners In Thematic / Megatrends, Portfolio Construction, Equities