Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs

Update: 2024-11-04

Description

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.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs

2024-11-0453:05

Budget reaction: what the announcement means for pensions, savings, investments and personal finances

2024-10-3022:35

The good, bad and ugly of earnings season plus what to consider ahead of the US elections

2024-10-2544:43

Why UK inflation is in good news territory and the future for weight-loss drug companies

2024-10-1801:00:47

Google’s break-up threat and why US markets have performed badly for UK investors

2024-10-1155:11

Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust

2024-10-0754:55

The fight against scams, investing in Wetherspoons, and money still flooding into Cash ISAs

2024-10-0456:17

China leads share rally, tax traps for high earning parents and £1.4 billion in unclaimed child trust funds

2024-09-2754:21

Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and Primark

2024-09-1946:48

State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launches

2024-09-1349:20

Market wobbles, Nvidia concerns, Nick Train on Rightmove’s takeover interest, and your pension questions answered

2024-09-0644:58

Investment Trust show #7: The big charges debate, F&C on the summer market slump, and why investors are paying a premium for 3i Group

2024-09-0201:01:22

Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt

2024-07-2656:49

Investing in gold, tech sector sell-off, and a fund manager’s take on housebuilders, EasyJet and ITV

2024-07-1837:32

Barclays spending data, housebuilder updates, US Q2 results preview, and why PageGroup’s profits warning matters

2024-07-1241:52

UK stocks soar on election landslide, Fed comments excite markets again, Nike’s big stumble

2024-07-0551:43

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

2024-07-0147:52

A-Z of pensions, Nvidia and big tech’s rollercoaster week, Shein IPO and investing in Asia

2024-06-2850:51

Inflation hits target, Nvidia’s market surge, political promises unveiled, and making UK markets more attractive

2024-06-2051:00

What the election manifestos mean for your money, Apple Intelligence and Raspberry Pi’s IPO pop

2024-06-1343:47

00:00

1.0x

Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs

#box-pro-ellipsis-173079922646393{-webkit-line-clamp:2;}Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs

Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs

AJ Bell

Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs