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, sums up a dramatic ten days in the financial markets and is joined by Abbas Barkhordar, co-manager of Schroder Asia Pacific (SDP).
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269: Abbas Barkhordar
0:05:33 – This week’s guest
0:07:20 – Talking to Abbas Barkhordar
0:11:01 – Implications of the trade war on the trust
0:16:23 – Reacting to the developments
0:19:52 – A short break
0:20:47 – Objectives of the trust
0:27:19 – Portfolio valuation compared to the benchmark and peers
0:32:48 – The rating compared to other Schroder Asia trusts
0:34:49 – Differentiation between the different Asian return trusts
0:38:42 – Pitching the trust as an opportunity
0:41:41 – 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.