Episode Details
Back to Episodes
Monthly Round Up: activist and M&A updates, results from Asia & US plus our income special report
Description
Jo, Ryan and David talk through the most notable news in March, including updates on the activist and M&A activity, results from across Asia, and highlights from our recent special report on investing for income.
Ryan provides a run-down on new launch Achilles Investment Company (AIC)’s first target, a planned strategy tweak for Schroder British Opportunities (SBO) and two trusts that have been the subject of a bidding war.
Jo then looks at two highlights from our recent Ideas for your ISA event webinars, focussing on International Biotechnology Trust (IBT) and Cordiant Digital Infrastructure (CORD).
Next up, Ryan and David talk through some notable results of the last month from Schroder Asian Total Return (ATR), Ashoka India Equity (AIE) and how they have managed in the sell off, as well as the change of strategy from BlackRock American Income (BRAI).
We also round up our podcasts for the month, from Schroder Income Growth (SCF), which includes a broader discussion on our investing for income special report.
Meanwhile, David discusses the outlook for Europe from the perspective of JPMorgan European Growth & Income (JEGI), before going on to discuss his personal portfolio, including some commentary from Jo on the most popular trusts in the past month.