0:00 Introduction
1:23 Causes of widening discounts
3:07 Impacts of cost disclosures
4:47 Consolidation of wealth managers impacting demand
8:40 Solutions: what has been working for abrdn?
11:57 Solutions: is M&A helping?
13:50 Creating demand
20:50 Should funds be more aggressive about their buy backs?
28:47 Is it not great that discounts are wide and trusts are cheap?
32:00 Opportunities: Peter's portfolio
35:08 Opportunities: Nick's portfolio
38:14 Opportunities: Ben's portfolio
41:25 Why should family controlled investment trusts automatically trade at a discount?
46:35 Thoughts on 3i's premiuim
47:55 Property
51:26 Summary

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