Annabel Brodie-Smith, Communications Director (AIC) Simon Gergel (Allianz Global Investors) Rhys Davies (Invesco)
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Annabel Brodie-Smith, Communications Director, AIC discusses Investment Trusts with two leading Investment Trust managers, Rhys Davies, Fund Manager and Senior Credit Analyst (Invesco Bond Income Plus Limited), Invesco and Simon Gergel, Portfolio Manager, The Merchants Trust PLC and CIO UK Equities at Allianz Global Investors .
It's been a tough year for markets, and the recent economic and political turbulence has taken its toll here in the UK. How has the structure of the Investment Trust, where you can put money away in good years to pay dividends in in tough years. worked to protect to protect portfolios and income. What are the key challenges ahead? Are we at peak pessimism or are they feeling positive?
This broad and positive discussion navigates the twists and turns of recent markets and provides numerous examples of good quality companies out there and the compelling opportunities they are seeing.
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