Presented by
Annabel Brodie-Smith, AIC, Julian Bishop, Allianz Global Investors, Martin Connaghan, abrdn, and Stephen Anness, Invesco.
Episode 3: Why now for Investment Trusts?
About this talk
In episode 3 of Octo's 'Why now for Investment Trust programme?' Annabel Brodie-Smith, Communications Director of AIC is joined by 3 global investment trust managers, 2 from the global equity income sector and one from the global sector. Together they discuss what's going on in the world? How they are positioning portfolios in this period of high inflation and rate rises following the war in Ukraine and the impact of Covid?
This debate covers track records of each trust, approach, dividend payments, discounts, gearing, sustainability and the role of bonds.
Annabel is joined by:
Julian Bishop, Co-Lead Portfolio Manager, Brunner Investment Trust, Allianz Global Investors
Martin Connaghan, Investment Director, Murray International Trust, abrdn
Stephen Anness, Invesco Select Trust plc, Global Equity Income Share Portfolio, Invesco
If you haven't tuned in to this programme before you can find previous episodes on Octo
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