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

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Manage episode 448429169 series 2458236
内容由AJ Bell提供。所有播客内容(包括剧集、图形和播客描述)均由 AJ Bell 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

311集单集

Artwork
icon分享
 
Manage episode 448429169 series 2458236
内容由AJ Bell提供。所有播客内容(包括剧集、图形和播客描述)均由 AJ Bell 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

311集单集

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