Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news and interviews in the investment trust world in September.
We discuss the triple whammy of news from Chrysalis (CHRY), the impact on AVI Global (AGT) and the final details of the Alliance Trust (ATST) and Witan (WTAN) merger.
We also bring you the highlights from our latest webinar series on global equities in a year of change, with Tom O’Hara and Jamie Ross, managers of Henderson European Trust (HET), Iain Pyle from Shires Income (SHRS) and finally, Dean Orrico of Middlefield Canadian Income (MCT).
Finally, we run the rule over the most bought and sold shares and investment trusts by UK retail investors in September. NVIDIA slipped down the most-bought shares table while Scottish Mortgage (SMT) held onto top honours as the most-bought trust but which other companies dominated investors’ buy and sell lists?
0:00 Welcome
0:13 News from Chrysalis Investments
02:59 Impact on AVI Global
04:00 Final details of the Alliance Trust-Witan merger
05:18 Global equities in a year of change event round-up
05:33 Henderson European Trust
08:00 Shires Income
10:27 Middlefield Canadian Income
12:10 Most bought & sold shares in September
13:40 Most bought investment trusts in September
15:44 Risk warning