Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs
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.
Latest podcasts:
Tesla, Netflix, Premium Bonds, gold prices and tariff turmoil continues
In this week’s AJ Bell Money and Markets podcast, Charlene Young and Laura Suter break down the latest headlines affecting your finances and investments. ... Read more
Money & Markets Podcast | Thu, 24/04/2025 - 17:12
Tariff turmoil, Tesco warns of price wars and an update on AJ Bell funds
On this week’s episode of the AJ Bell Money and Markets Danni Hewson and Tom Sieber from Shares magazine dig into what has been another ridiculously busy... Read more
Money & Markets Podcast | Thu, 17/04/2025 - 16:28
What kids really think about money (and what we’re teaching them!)
In this episode of the AJ Bell Money Matters podcast, Danni and Laura hear from the team's children spanning from four to eighteen. We know money habits... Read more
Money Matters Podcast | Wed, 16/04/2025 - 08:33