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

Update: 2024-07-01

Description

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.

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

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

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2024-07-2656:49

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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

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

#box-pro-ellipsis-173242141141998{-webkit-line-clamp:2;}Investment Trust show #6: Tech sector, activist investors and the outlook for property

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

AJ Bell

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