Go offline with the Player FM app!
Investment Trust Show: how trusts fared in the market sell-off and recovery, opportunities in Asia, and the boring side of tech
Manage episode 480885603 series 2458236
Get the latest on takeovers, wind-downs and manager changes in the world of investment trusts on this month’s special edition of the AJ Bell Money & Markets podcast. [1:25].
Dan Coatsworth chats about which trusts were in demand from AJ Bell customers during the past month’s mark turmoil. [9:15] Martin Gamble reveals which investment trusts were in and out of favour on a broader basis during this period. [13:09]
Dan talks to Ryan Lightfoot-Aminoff from Kepler Partners. about opportunities in Asia amid chatter that investors are looking for ways to dial down exposure to the US. [27:50]
Finally, Tom Sieber talks to Jim Strang from HgCapital Trust about the impact on tariffs on the tech companies and why Hg is focused on the more boring side of tech. [44:30]
347 episodes
Manage episode 480885603 series 2458236
Get the latest on takeovers, wind-downs and manager changes in the world of investment trusts on this month’s special edition of the AJ Bell Money & Markets podcast. [1:25].
Dan Coatsworth chats about which trusts were in demand from AJ Bell customers during the past month’s mark turmoil. [9:15] Martin Gamble reveals which investment trusts were in and out of favour on a broader basis during this period. [13:09]
Dan talks to Ryan Lightfoot-Aminoff from Kepler Partners. about opportunities in Asia amid chatter that investors are looking for ways to dial down exposure to the US. [27:50]
Finally, Tom Sieber talks to Jim Strang from HgCapital Trust about the impact on tariffs on the tech companies and why Hg is focused on the more boring side of tech. [44:30]
347 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.