Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in February, brought to you in association with Schroders.
Ryan provides a run-down on the latest developments on the Saba battle and the launch of Achilles Investment Company (AIC) and Invesco Asia Dragon (IAD). Next on the list is the bid for BBGI Global Infrastructure (BBGI) and an update on the fees and share buyback programme at The Renewables Infrastructure Group (TRIG).
Jo takes us through the key takeaways from our recent ISA event webinars with Richard Sennitt, manager of Schroder Oriental Income (SOI) and Masaki Taketsume, manager of Schroder Japan (SJG).
Next up, Ryan and Jo talk through the highlights from the latest results from Greencoat UK Wind (UKW) and BlackRock Throgmorton (THRG) and our recent Trust Issues podcast with Richard Staveley, manager of Rockwood Strategic (RKW).
We also welcomed Megumi Takayama from CC Japan Income & Growth Trust (CCJI) on our Market Matters monthly podcast, with David running us through some of her thoughts on investing in Japan.
Meanwhile, Jo runs the rule over the most popular trusts with retail investors in February, with Scottish Mortgage (SMT) topping the table, followed by David and Jo’s head-to-head on their own investment portfolios over the last six month, with their winners showcasing the value to be had in UK equities.
Finally, David chats through asset allocations for some of the leading fund managers, with some interesting insights into investing in the US, Japan and alternatives.
00:00 Introduction
00:14 The latest on Saba
02:25 The launch of Achilles (AIC)
03:29 Thoughts on Invesco Asia Dragon (IAD)
04:50 News on BBGI and TRIG
07:14 Highlights from Schroder Oriental webinar
09:15 Key takeaways from Schroder Japan webinar
11:14 Highlights from UKW’s results
12:30 Key takeaways from THRG’s results
15:04 Podcast with Rockwood’s Richard Staveley
17:10 Market Matters podcast with Chikara’s Megumi Takayama
18:50 Most popular investment trusts in February
19:37 Personal portfolio head-to-head
22:00 Highlights of asset allocations for 2025
24:50 Risk warning
Special thanks to our sponsors at Schroders, whose support makes this podcast possible - click here to view all of our research on the Schroders investment trust range…
