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.
00:35 Intro to Kepler
01:22 What is an investment trust’s discount?
02:08 The US market and election results
05:11 Concentration risk in the Magnificent Seven stocks
08:03 Managing portfolio risk with investment trusts
11:11 Different reasons why investment trusts have discounts
16:10 Mergers in the trust sector
20:15 Why might it be easier to buy an existing trust rather than launch a new one?
22:09 Advantages of Investment Trusts vs ETFs
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