Investment Trust Show #11: Fighting off activist investors and the attractions of Japan
Investment trusts have been all over the news as activist investor Saba targets seven companies with the hope of gaining control and becoming the investment manager. Herald (HRI) shareholders have already voted Saba down and we’re about to find out the fate of the other six investment trusts. Laith Khalaf brings us up to speed on the key events. [01:32]
Dan Coatsworth talks to James Carthew from research group QuotedData about what he thinks could happen next with Saba, and about the role of activist investors in general. [11:03]
Ian Conway and Steve Frazer conduct a deep dive into Law Debenture (LWDB) investment trust [26:40] and Dan talks to Nicholas Weindling, fund manager of JPMorgan Japanese (JFJ) about what’s going on in that part of Asia. [37:30]
Latest podcasts:
More turmoil for BP as new chairman is ousted
Less than a year after joining as BP Chairman Albert Manifold has been removed from the company. What does it mean for BP’s turnaround plans is the question... Read more
Money & Markets Podcast | Fri, 29/05/2026 - 09:18
The £131m cost of the M&S cyber attack
Cyber shocks, political ripples and pop-powered spending – it’s another packed week on the AJ Bell Money & Markets podcast. Charlene Young and Danni... Read more
Money & Markets Podcast | Thu, 21/05/2026 - 15:01
From gold to handbags – what are alternative investments?
On this week’s episode of the AJ Bell Money Matters podcast Danni is joined by a new member of the team Eve Maddock-Jones to dig into alternative... Read more
Money Matters Podcast | Thu, 21/05/2026 - 09:09