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:
In this week’s AJ Bell Money & Markets podcast, Charlene Young and Laura Suter are joined by AJ Bell’s markets expert Martin Gamble to unpack the... Read more
Money & Markets Podcast | Fri, 12/12/2025 - 09:16
On the AJ Bell Money Matters podcast this week, Danni and Laura reveal that more than half of Brits in relationships are keeping some spending secret from... Read more
Money Matters Podcast | Wed, 10/12/2025 - 09:06
Why Google has become king of AI, Budget fallout, and major news for UK banks
On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the ongoing fallout from last week’s Budget including... Read more
Money & Markets Podcast | Fri, 05/12/2025 - 09:35