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12min chapter
‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
Investors' Chronicle
Navigating Investment Trusts in a Rising Rate Environment
This chapter examines the effects of increasing interest rates on investment trusts, specifically those in infrastructure, renewables, and biotech, highlighting issues like oversupply and diminishing demand. It emphasizes the importance of strategic evaluation to uncover undervalued portfolios and the risks associated with geopolitical factors in single country funds. Additionally, the discussion touches on the consolidation within the wealth management sector and the resulting implications for trust liquidity and investment opportunities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode