Published On Dec 23, 2023
A review of Investment Trust performance in 2023 and investment trusts 2024 outlook. Best places to invest.
3i has had a fabulous year but it is now on a hefty premium to Net Asset Value. Scottish Mortgage had a good Q4 after previous lacklustre performance. Pershing Square has beaten the Nasdaq over 5 years but is it too idiosyncratic to invest in? JP Morgan Global Growth and Income remains a strong solid performer that beats a global tracker.
A look at different :-
Regions - Europe, Asia Pacific
Countries - UK, India
Small Caps
Private Equity
Property & Infrastructure
Mixed Asset / Defensive
Global & Global Income
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Chapters
00:00 Introduction
00:13 3i Scottish Mortgage Pershing Square JP Morgan Global Growth & Income
04:54 Investment trust strategy
05:44 Global & Global Income
07:58 Small Cap Global US Europe Japan UK
12:47 Countries & Regions
16:19 Sectors & Private Equity
20:42 Property & Infrastructure
25:26 Mixed Assets / Defensive
27:10 Conclusion