In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss an interesting week on UK and overseas markets. There are more investment trusts merging – BlackRock Throgmorton (THRG) and BlackRock Smaller Companies (BRSC). They also discuss what activist Elliott Investment Management wants London Stock Exchange (LSEG) to change. In addition, Nvidia (NVDA) earnings are coming in hot next week.
As investors rethink US large cap exposure, Ian flags where some of the money is heading. James talks us through emerging markets trusts that are pulling in fresh capital. This includes Templeton Emerging Markets (TEM), Schroder AsiaPacific Fund (SDP), and Fidelity Emerging Markets (FEML).
Also on the agenda, Ian and Steve talk through share buybacks being pulled, and how that’s upsetting investors. There is also a quick look at three-year superstar stock Rolls-Royce (RR.), with results incoming next week.
All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.
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