We’re back with November’s episode of the investment trust show, an AJ Bell Money & Markets bonus episode. This month, Dan Coatsworth and Hannah Williford dive into a dilemma facing the Manchester & London Investment Trust. [01:14]
They chat about the pros and cons of portfolio concentration, and whether it is working for names such as Finsbury Growth & Income and Pershing Square Holdings. [04:39]
Renewable energy and infrastructure trusts typically have generous dividends, but their share price performance has been patchy. Hannah talks to QuotedData’s James Carthew about the challenges and whether there’s a brighter future. [16:48]
Octopus Renewables Infrastructure Trust is among the companies trying to bounce back, and Tom Seiber speaks with the trust’s manager David Bird on why it has pivoted to a new strategy. [28:41]
Finally, Hannah speaks with CVC Income and Growth manager Pieter Staelens about an income strategy that’s been a bit more successful in recent years, and why it’s worked. [43:28]
