Investment Trust Show #9: The China recovery, Scottish Mortgage underperformance, and the lowdown on VCTs
This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores the underperformance at the UK’s biggest investment Trust, Scottish Mortgage, and looks at why investors are becoming less enthused with ESG.
Danni Hewson catches up with Dale Nicholls, manager of the Fidelity China Special Situations Trust to talk about Chinese stimulus measures and the potential impact of the US election on the Chinese economy.
Meanwhile Dan Coatsworth talks to Ian “Franco” Francis, manager of the CQS New City High Yield Fund to find out what falling interest rates mean for bond investors.
And we also unpack the pros and cons of investing in Venture Capital Trusts.
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