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AJ Bell Money & Markets

Investment Trust Show: investing in financials, mining and smaller companies, and how and why trusts borrow money

07 Apr 2025

Description

Ever wondered exactly who invests in investment trusts? The AJ Bell Money & Markets podcast has the answer on this week’s episode. [01:13] Dan Coatsworth talks to Nick Brind from Polar Capital Global Financials Trust about the rally in banking shares, what Donald Trump’s return to the White House means for US banks, and where he is finding opportunities in the current market. [07:26] Tom Sieber and Martin Gamble conduct a deep dive of BlackRock World Mining Trust. [17:59] Emma Bird from Winterflood explains the world of gearing, what the term means and how it can be a help or hindrance to investment trust performance. [29:50] Finally, Laith Khalaf talks to Indri Van Hien, co-manager of Henderson Smaller Companies Trust, about the impact of Budget changes on UK businesses and why small caps continue to lag bigger companies. [44:00]

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