In our latest podcast, Sharesify’s James Crux, Ian Conway and Steven Frazer talk markets, explaining a surprisingly robust US, a big sell-off across Asia and why an oil spike is to blame.
Investment trusts are never far from the chaps’ thoughts and Alliance Witan (ALW) comes under the microscope, as does the surprise stakebuild by activist Saba in Allianz Technology Trust (ATT), one of the sector’s superstar performers of the past decade.
Ian flags recovery at Rentokil (RTO) to ‘buzzkill’ at Vistry (VTY), whose stock dropped 25% to its lowest since 2012. There’s knockout results from ASICs play Broadcom (AVGO), before turning to what will grab the guys’ attention next week – Clarkson (CKN), Legal & General (LGEN), plenty of US retail, UK infrastructure and another UK housebuilder.
And a date for your diaries, Steve reminds us, with Winterflood‘s Emma Bird making a guest podcast appearance next Wednesday (11 March). On that episode, the chaps will be talking through the investment trust landscape.
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