Investment Trust Show: How fund managers handle “sin stocks”

Join Dan Coatsworth and Hannah Williford in a new bonus episode of the AJ Bell Money & Markets podcast all about investment trusts. They break down the latest trends in investment trust discounts, and which names are looking cheaper or more expensive. 

Dan speaks with Martin Connaghan of Murray International to discuss the investing debate around sin stocks, ethical investing, and whether morals come into fund manager portfolio decisions. 

Hannah interviews Nicola Takada Wood, managing director, Japan at Asset Value Investors about Japan’s recent election and the outlook for investing in the country. 

Finally, Dan chats with Stephen Anness from Invesco Global Equity Income Trust about the prospects for dividend growth and why he's looking in less obvious places for income. 

00:00 — Introduction: What’s coming up 
01:23 — What investment trust discounts are, why they matter, and the big changes observed by Hannah and Dan 
12:42 — Dan talks to Martin Connaghan on sin stocks and ethical investing 
27:25 — Hannah chats with Nicola Takada Wood about Japan’s political landscape and what that means for investors 
41:00 — Interview: Stephen Anness on the search for attractive dividends 

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