Episode Details
Back to Episodes
Monthly Round Up: updates from the property sector, our income event and digital infra news
Episode 57
Published 1 year, 10 months ago
Description
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