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Investment Trust Show: how trusts fared in the market sell-off and recovery, opportunities in Asia, and the boring side of tech

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Manage episode 480885603 series 2458236
Content provided by AJ Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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]

  continue reading

347 episodes

Artwork
iconShare
 
Manage episode 480885603 series 2458236
Content provided by AJ Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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]

  continue reading

347 episodes

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