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Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs
Manage episode 448429169 series 2458236
This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores the underperformance at the UK’s biggest investment Trust, Scottish Mortgage, and looks at why investors are becoming less enthused with ESG.
Danni Hewson catches up with Dale Nicholls, manager of the Fidelity China Special Situations Trust to talk about Chinese stimulus measures and the potential impact of the US election on the Chinese economy.
Meanwhile Dan Coatsworth talks to Ian “Franco” Francis, manager of the CQS New City High Yield Fund to find out what falling interest rates mean for bond investors.
And we also unpack the pros and cons of investing in Venture Capital Trusts.
311 एपिसोडस
Manage episode 448429169 series 2458236
This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores the underperformance at the UK’s biggest investment Trust, Scottish Mortgage, and looks at why investors are becoming less enthused with ESG.
Danni Hewson catches up with Dale Nicholls, manager of the Fidelity China Special Situations Trust to talk about Chinese stimulus measures and the potential impact of the US election on the Chinese economy.
Meanwhile Dan Coatsworth talks to Ian “Franco” Francis, manager of the CQS New City High Yield Fund to find out what falling interest rates mean for bond investors.
And we also unpack the pros and cons of investing in Venture Capital Trusts.
311 एपिसोडस
सभी एपिसोड
×1 Markets brace for Trump 2:0, FTSE 100 hits new record high, regulators under pressure as the UK goes for growth 55:44
1 UK inflation in surprise fall, Chancellor comes out fighting and warnings from BP, JD Sports and PageGroup 50:10
1 The big investment trust vote, UK retail’s tough outlook and the future of Lifetime ISAs 53:59
1 What worked and what didn’t for investors in 2024, outlook for interest rates and water bills to rise 56:49
1 The cost of Christmas, car finance compensation and big UK stock market changes 53:57
1 Outlook for US shares in 2025, two years of ChatGPT and £50 car insurance saving 48:39
1 Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripes 1:04:37
1 Automakers face targets and tariffs, FCA calls for crypto rules, and tax rebate scams rise 52:05
1 Why everyone’s talking about Nvidia again, UK versus US retail challenges, and AJ Bell boss on improving the landscape for pensions and ISAs 46:54
1 Budget business backlash, interest rate cut fallout and ETFs inflows and Bitcoin both breaking records 58:01
1 Trump, Tariffs, Budgets and Biscoff – what the big events mean for savers and investors 1:07:57
1 Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs 53:05
1 Budget reaction: what the announcement means for pensions, savings, investments and personal finances 22:35
1 The good, bad and ugly of earnings season plus what to consider ahead of the US elections 44:43
1 Why UK inflation is in good news territory and the future for weight-loss drug companies 1:00:47
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