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Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Jo, David & Ryan talk through the most notable news in November, including TR Property (TRY), Schroder Real Estate (SREI), Miton UK MicroCap (MINI), Cordiant Digital Infrastructure (CORD) and Rockwood Strategic (RKW), and highlights of our recent podcasts and events.
00:00 - Introduction
00:18 - News on property, Miton UK MicroCap and the return of activist activity
05:06 - Results round up of CORD, BGEU, RKW and PCTN
10:50 - Most bought & sold trusts in November
12:20 - Thoughts of Jasmine Yeo of Ruffer
14:16 - Impact of weight loss drugs from IBT
16:16 - Highlights from US smaller companies
17:36 - Richard Sennitt's view on the Asia Pacific region
19:17 - Events round up: CCJI, AEI & CTUK
21:53 - Risk Disclaimer
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