Episode 04: Investment Trusts and Sector Performance Analysis

The Moses and Methuselah Podcast by Jonathan Davis & Peter Seilern

Episode notes

1. Investment Trusts:

  • How they differ from conventional open-ended funds.

  • Why they have enjoyed better performances this year.

  • Where is the downside?

2. Sector performance comparisons year-to-date:

  • Healthcare and consumer staples lessen the pain.

  • Financials and energy stocks have been the worst hit.

  • Can unloved share prices rebound?