Monthly Round Up: updates from the property sector, our income event and digital infra news

Kepler Trust Intelligence Podcast · Dec 9, 2024 · 22:40

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Jo, David & Ryan talk through the most notable news in November, including TR Property, Schroder Real Estate, Miton UK MicroCap, Cordiant and Rockwood, 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