Market matters

Market matters with Charlotte Cuthbertson, manager of MIGO

We discuss big picture market insights with leading investment experts...
Jo Groves
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Updated 23 Oct 2024
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Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by MIGO Opportunities. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

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In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping investors’ portfolios.

Our first guest is Charlotte Cuthbertson, co-manager of the MIGO Opportunities (MIGO) which specialises in discount opportunities in the investment trust universe. Charlotte has extensive experience in the asset management industry, with a particular specialism in investment trusts.

In this month’s episode, we discuss a wide range of issues from the discount opportunities in the investment trust universe to the key drivers of stock market performance over the next year against a backdrop of political and macroeconomic change.

00:00 Introduction

00:39 Background to becoming a fund manager

02:24 How to identify and mitigate the risk of discount opportunities?

05:59 Does diversification matter for investors seeking discounted investment trusts?

07:15 Recent tactical allocation changes in terms of sectors?

08:55 How to mitigate geopolitical risk for single-country holdings?

09:52 What surprised you the most about the stock market this year?

10:51 Are you worried about the dominance of the Magnificent Seven?

12:38 What are the likely stock market drivers over coming months?

14:02 What sectors might perform well in the next year?

15:05 Why should investors look at investment trusts above low-cost passive funds?

17:08 Further information

17:35 Risk warning

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MIGO Opportunities 10 July 2024

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About the Author

Jo Groves
[email protected]
Jo is an investment specialist for Kepler Trust Intelligence. Prior to joining Kepler Partners, she worked as an investment writer at Forbes Advisor and The Motley Fool. Jo started her career as an auditor at Arthur Andersen, before joining the corporate finance department at Close Brothers where she advised corporate and private equity clients on acquisitions, disposals and other strategic issues. Jo has a BSc in Geography from Durham University and is a Chartered Accountant (ACA).

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