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Investment Trust show #6: Tech sector, activist investors and the outlook for property

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Manage episode 426507589 series 2458236
Indhold leveret af AJ Bell. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af AJ Bell eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment.

Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the world of activist investors and why he has taken stakes in Reckitt and Entain.

Tom Sieber chats with Urban Logistics’ Justin Upton about the property sector and why this trust walked away from a potential merger with a rival.

We’ve also got Martin Gamble and Ian Conway debating the merits of Bankers Investment Trust.

  continue reading

316 episoder

Artwork
iconDel
 
Manage episode 426507589 series 2458236
Indhold leveret af AJ Bell. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af AJ Bell eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment.

Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the world of activist investors and why he has taken stakes in Reckitt and Entain.

Tom Sieber chats with Urban Logistics’ Justin Upton about the property sector and why this trust walked away from a potential merger with a rival.

We’ve also got Martin Gamble and Ian Conway debating the merits of Bankers Investment Trust.

  continue reading

316 episoder

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