About this episode
We’re kicking off the New Year with the latest bonus episode of the AJ Bell Money & Markets all about investment trusts. To kick things off, Hannah Williford speaks to QuotedData’s James Carthew about a merger proposal gone wrong. [02:28]
Dan dives into the tech world with Mike Seidenberg from Allianz Technology Trust to scope out what 2026 might hold and how the industry is evolving in China. [17:40]
AJ Bell’s Martin Gamble and Tom Sieber pick apart the Aurora UK Alpha Investment Trust and its Warren Buffett-inspired strategy, which has a particular stock picking process. [37:21]
Finally, Hannah speaks with Shavar Halberstadt from Winterflood Research about the private equity sector. It’s gained a lot of attention this year, but is it relevant for the average investor? [50:10]
