In the latest edition of the podcast released this week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Alastair Laing, CEO of CG Asset Management.
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294: Alastair Laing
0:00:45 – The government bond markets
0:09:46 – Understanding duration and the effect on bond prices
0:12:21 – Nominal yields and real yields
0:17:06 – The equity markets
0:23:27 – The outlook for the dollar
0:26:11 – The price of gold
0:28:55 – A short break
0:30:01 – Investment trust exposure
0:33:17 – The alternatives sector
0:41:05 – Tackling discounts
0:44:29 – Performance of the trust
0:47:23 – Close
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Disclosures about the editor’s holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.