Monthly roundup: the budget’s impact, DGN’s strategic review and our podcasts & results highlights

2024-11-11

Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence discuss the most notable news and interviews in the investment trust world in October. We discuss the impact of the budget on UK equities, as well as the outcome of Asia Dragon’s strategic review. Furthermore, we summarise the key takeaway from the results of Ashoka India, BH Macro and International Biotechnology. We also bring you the highlights from our series of podcasts in the month, including commentary from Charlotte C...

Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence discuss the most notable news and interviews in the investment trust world in October.

We discuss the impact of the budget on UK equities, as well as the outcome of Asia Dragon’s strategic review. Furthermore, we summarise the key takeaway from the results of Ashoka India, BH Macro and International Biotechnology.

We also bring you the highlights from our series of podcasts in the month, including commentary from Charlotte Cuthbertson of MIGO Opportunities, BBH Healthcare and BBGI Infrastructure.

We also run the rule over the most bought and sold investment trusts by UK retail investors in October, with a new entrant in the number one spot.

Finally, we summarise the final trust in our webinar series on global equities in a year of change, where Sam Vecht of Blackrock Latin America discusses the opportunities in this area of emerging markets.

0:00 Welcome
0:19 Key budget takeaways
02:21 DGN’s strategic review outcome
04:17 IBT Results analysis
06:02 Ashoka India results analysis
07:45 BH Macro results analysis
09:40 Most bought investment trusts in October
11:18 Market Matters with Charlotte Cuthbertson
13:07 BBH podcast review
14:31 BBGI podcast review
15:30 BRLA event round up
17:41 Risk warning

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