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.
Latest podcasts:
Tariffs fail to knock markets and Meta strikes $60bn AI chip deal with AMD
UK and European markets reach record highs. That's despite the tariff turmoil since the Supreme Court struck down President Trump's liberation day plans.... Read more
Money & Markets Podcast | Fri, 27/02/2026 - 09:03
The British Stock Riding the SpaceX Boom
Why the UK stock market is smashing expectations in 2026, and a crucial warning about fake celebrity investment ads fooling thousands.
Dan Coatsworth... Read more
Money & Markets Podcast | Fri, 20/02/2026 - 10:38
It's personal: why money makes couples argue
This week on the AJ Bell Money Matters podcast, Danni and Laura are joined by financial psychotherapist and author Vicky Reynal.
With couples mainly... Read more
Money Matters Podcast | Wed, 18/02/2026 - 09:08