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Kepler Trust Intelligence Podcast

Kepler Trust Intelligence Podcast

Monthly round-up of investment trust news

Kepler Trust Intelligence Podcast · Oct 21, 2024 · 16:33

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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 Investments, the impact on AVI Global and the final details of the Alliance Trust-Witan 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, Iain Pyle from Shires Income and finally, Dean Orrico of Middlefield Canadian Income.

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 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

Episodes: Kepler Trust Intelligence Podcast

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