AJ Bell Money & Markets Investment Trust Show: What 2026 might hold for tech and is private equity worth a spot in your portfolio?
18 snips
Jan 5, 2026 James Carthew, an investment analyst at QuotedData, discusses a troubled merger proposal and market signals that caution against knee-jerk selling. Mike Seidenberg of Allianz Technology Trust shares insights on tech trends and the cautiously optimistic outlook for 2026, exploring AI, cybersecurity, and quantum computing's relevance. Tom Sieber and Martin Gamble delve into the Aurora UK Alpha Trust's concentrated, Buffett-inspired strategy, emphasizing rigorous research. Finally, Shavar Halberstadt from Winterflood Research clarifies the intricacies of private equity investment trusts and their potential benefits.
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Saba’s Merger Plan And Pushback
- James Carthew describes Saba's rejected plan to merge Edinburgh Worldwide into the US growth trust and offer a 40% cash exit.
- He personally holds Edinburgh Worldwide and argues selling small-cap growth into large-cap US is counterintuitive now.
Don’t Sell Out At The Bottom
- Edinburgh Worldwide recovered after the rejected proposal, underlining risks of selling at cyclic lows.
- Carthew warns investors against exiting out-of-favour styles during early recoveries.
A Possible SpaceX Spin‑Off Idea
- Carthew speculates managers could carve out and list a SpaceX-focused vehicle by pooling holdings across funds.
- He suggests fund groups could create scarcity and charge a premium for direct SpaceX exposure.
