Investment Trust Show: Are the tides changing in favour of investment trusts?
In this monthly special of the AJ Bell Investment Trust Show, Dan Coatsworth and Hannah Williford discuss some positive progress for the industry, while Eve Maddock-Jones and Martin Gamble explore a few cases of trust that are trading on a premium.
Then, Dan speaks to HG Capital to discuss how the private equity trust is investing in the AI boom, followed by Hannah, who speaks with Rob Lloyd from JPM Asia Growth and Income on their approach to the AI sector, and what’s being overlooked.
Finally, Dan gets the scoop on annual general meetings, and what investors might get out of them, with Temple Bar Investment Trust’s Charles Cade.
[00:00] Introduction
[01:29] Dan and Hannah speak about narrowing discounts in the investment trust industry
[07:50] Eve and Martin discuss a group of trusts trusts trading on a premium
[16:22] Dan interviews HG Capital on investing in AI in the private equity space
[31:58] Hannah interviews JPM Asia Growth and Income on if AI can continue to grow returns in Asia, and what’s happened to India
[50:55]]Dan speaks to Charles Cade from Temple Bar about what investors can get out of annual general meetings
[1:00:50]Outro