Investment Trust Show #10: Star performers Brunner and Manchester & London, and investing in stars and stripes
Description
On this month’s bonus podcast focusing on investment trusts, the AJ Bell Money & Markets team dig into star performers, US trusts and global small caps.
Dan Coatsworth talks to Julian Bishop, co-manager of Brunner Investment Trust which is celebrating one of its best years in a long time. Julian explains how the trust has done well, his thoughts on the Magnificent Seven, why he’s sold out of weight-loss drug provider Novo-Nordisk, and what could happen in 2025. [01:16 ]
Steve Frazer and Tom Sieber take a deep dive into Manchester & London, one of this year’s best performing trusts. While returns have been strong in 2024, the trust has attracted its fair share of critics over the years, so Steve and Tom take a balanced look at the company. [22:34 ]
Following the US election, Martin Gamble and Ian Conway talk about the differences between the range of US-focused investment trusts that trade on the UK stock market and what they’re trying to achieve. [35:22 ]
We’ve also got a chat with Columbia Threadneedle fund manager Nish Patel about The Global Smaller Companies Trust. [47:16 ]
United States
