Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of the slimmed-down GSK and a look at how rampant M&A activity has affected the fund.Timestamps:00:00 - Intro01:12 - Areas of resilience and areas of concern04:38 - PageGroup and economic forecasting07:34 - Holding investment platforms09:56 - Hargreaves Lansdown13:35 - Not owning 'neo-brokers'14:44 - GSK (and Haleon)18:32 - M&A/corporate activity21:17 - Opportunity set in 202224:00 - Does the size of the fund effect cash deployment?26:27 - Moving into the investment trust space27:34 - Exposure to BP and Shell Hosted on Acast. See acast.com/privacy for more information.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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