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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Recorded06 May 2025

Publisherfeed.podbean.com ↗

Handlerec:12382012

Show notes

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]

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