Investment Trust show #6: Tech sector, activist investors and the outlook for property
This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment.
Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the world of activist investors and why he has taken stakes in Reckitt and Entain.
Tom Sieber chats with Urban Logistics’ Justin Upton about the property sector and why this trust walked away from a potential merger with a rival.
We’ve also got Martin Gamble and Ian Conway debating the merits of Bankers Investment Trust.
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