x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Uncovering Trusts by Edison Group

Discover the world of investment trusts in the "Uncovering Trusts" podcast series by Edison Group. Hear from Edison’s analysts and trusts’ management and gain insights into how these trusts, covered by Edison, effectively manage assets to maximize returns, aligning with the risk appetite and diverse requirements of both commercial and retail clients.Edison is a leading investor relations business, operating across all major capital markets. We help create optimal valuations for client stocks,

business investing

All Episodes

17:40

52. Uncovering Trusts – Scottish Mortgage Investment...

Uncovering Trusts by Edison Group ·

2026/04/17

In this episode, our director of content for investment companies, Milosz Papst, talks about Scottish Mortgage Investment Trust (SMT), the UK’s largest investment trust and one of the most widely recognised names in the AIC Global sector. He introduces the trust and its managers’ philosophy of identifying and holding the world’s most exceptional growth companies, before discussing SMT’s distinctive private company exposure – including the April 2026 shareholder vote to expand the investment limit –

en

8:21

51. Uncovering Trusts – BlackRock Latin American...

Uncovering Trusts by Edison Group ·

2026/03/24

In this episode, our director of content, investment trusts Milosz Papst talks about BlackRock Latin American Investment Trust, UK’s only listed closed-end investment company dedicated exclusively to Latin American equities. He covers the key takeaways from Edison’s research note on BRLA published in March 2026, including the healthy returns delivered by Latin American equities in 2025 and the low weighting of global indices to Latin America. He explains the importance of macroeconomic factors in

en

14:07

50. Uncovering Trusts – Partners Group Private Equity...

Uncovering Trusts by Edison Group ·

2026/03/09

In this episode, our director of content for investment companies, Milosz Papst talks about Partners Group Private Equity (PEY), focusing on the company’s realisations, investments and distributions to shareholders. This is our first podcast on this UK-listed investment holding company domiciled in Guernsey that provides equity capital to private companies primarily in the middle and upper-middle market. Therefore, Milosz starts with an introduction to the company and its investment manager,

en

11:48

49. Uncovering Trusts – Aberdeen Asian Income Fund...

Uncovering Trusts by Edison Group ·

2026/02/20

In this episode, our director of content for investment companies, Milosz Papst, talks about Aberdeen Asian Income Fund (AAIF). He starts by explaining why global investors could benefit from an allocation to Asian equities, given the region’s above-average growth prospects and increasing dividend opportunities, before providing a brief summary of the company. Milosz highlights how the fund offers exposure to a diversified group of high-quality, reasonably priced Asian companies that should perform

en

12:10

48. Uncovering Trusts – JPMorgan European Discovery...

Uncovering Trusts by Edison Group ·

2026/02/06

In this episode, our director of content for investment companies, Milosz Papst, talks about JPMorgan European Discovery Trust (JEDT). He starts by introducing the trust before highlighting why now could be an interesting time to look at the company. Firstly, it invests in an attractively priced asset class that has been out of favour but has delivered strong returns over the long term. Secondly, JEDT’s performance has improved under a relatively new management team. Milosz highlights that the

en

10:27

47. Uncovering Trusts – Edinburgh Worldwide...

Uncovering Trusts by Edison Group ·

2026/01/07

In this episode, our director of content, investment companies Milosz Papst talks about Edinburgh Worldwide Investment Trust. This is a timely podcast as the trust is once again under fire from US-based activist hedge fund Saba Capital Management. Shareholders voted decisively against Saba’s proposals in February 2025 and Edinburgh Worldwide’s board is urging shareholders to do so again. This time round, Saba has amassed a larger stake in the trust and is proposing to replace Edinburgh Worldwide’s

en

13:06

46. Uncovering Trusts – Murray International Trust...

Uncovering Trusts by Edison Group ·

2025/11/25

In this episode, our director of content, investment trusts Milosz Papst talks about Murray International. This is our first podcast focusing on this large, well-established fund, so he starts by providing an introduction to the company, before highlighting how it differs from its peers in the AIC Global Equity Income sector. Murray International has a notable below-market weight in the US and a meaningful allocation to emerging markets. Discussion then moves onto the investment process, which

en

12:18

45. Uncovering Trusts – BlackRock Latin American...

Uncovering Trusts by Edison Group ·

2025/11/04

In this episode, our director of content, investment trusts Milosz Papst provides an update on BlackRock Latin American Investment Trust. After giving a quick refresher about the company, he discusses the Latin American investment backdrop, where valuations look very attractive. He then highlights the importance of upcoming election cycles, before delving into the managers’ views about the prospects for the region. Discussion then turns to the trust, starting with the stock selection process, where

en

8:29

44. Uncovering Trusts – Invesco Asia Dragon Trust...

Uncovering Trusts by Edison Group ·

2025/10/30

In this episode, our director of content, investment trusts Milosz Papst talks about Invesco Asia Dragon Trust, which was recently created following the merger of Invesco Asia Trust with Asia Dragon Trust. He outlines the key benefits to shareholders of the enlarged entity, which retained the successful investment strategy of Invesco Asia Trust. He discusses the trust’s bottom-up, valuation-aware investment approach focused on sustainable business models and attractive valuations. He explains the

en

12:06

43. Uncovering Trusts – Templeton Emerging Markets...

Uncovering Trusts by Edison Group ·

2025/10/09

In this episode, our director of content, investment trusts Milosz Papst discusses Templeton Emerging Markets Investment Trust, which is by far the UK’s largest emerging markets investment trust. He starts by providing some background to the current emerging markets opportunity. He elaborates on the trust’s strong performance as well as measures announced by the board in June 2024 aimed at improving liquidity in the trust’s shares and increasing shareholders’ potential total returns. He highlights

en

9:54

42. Uncovering Trusts – Franklin Global Trust: An...

Uncovering Trusts by Edison Group ·

2025/10/03

In this episode, our director of content, investment trusts Milosz Papst provides an update on Franklin Global Trust, which was formerly the Martin Currie Global Portfolio Trust and featured in one of our October 2024 podcasts. Martin Currie’s parent Legg Mason was acquired by Franklin Templeton Investments in July 2020, but the brand was only retired earlier this year. The trust’s manager Zehrid Osmani and his team combined with the much larger US-based Franklin Equity Group and Jonathan Curtis was

en

15:01

41. Uncovering Trusts – HgT: A deep dive into...

Uncovering Trusts by Edison Group ·

2025/09/25

In this episode, our director of content, investment trusts, Milosz Papst provides a detailed overview of four portfolio holdings of HgT. He starts with IFS, a provider of cloud enterprise software and industrial AI applications across multiple sectors including enterprise resource planning, enterprise asset management, field service managementand enterprise service management for asset-heavy industries, such as aerospace and defence, energy utilities and resources, construction and engineering,

en

18:44

40. Uncovering Trusts – Law Debenture Corporation – A...

Uncovering Trusts by Edison Group ·

2025/09/03

In this episode, our director of content, investment trusts Milosz Papst provides an overview of Law Debenture Corporation which aims to achieve a higher rate of total return than the broad UK stock market through investing in a diversified portfolio of primarily UK equities. He discusses theunique symbiotic relationship between the company’s investment portfolio and its independent professional services (IPS) business and how this drives performance. The regular flow of income that IPS generates,

en

10:25

39. Uncovering Trusts – Worldwide Healthcare Trust (WWH)

Uncovering Trusts by Edison Group ·

2025/08/13

In this episode, healthcare analyst Dr Arron Aatkar provides an overview of Worldwide Healthcare Trust, the London-listed investment company that aims to generate a high level of capital growth from a diversified portfolio of global healthcare stocks. He discusses the stock selection process, which involves a bottom-up approach from a universe of c1,000 companies, and comments on how the trust brings broad exposure to the global healthcare industry through a multi-cap approach. Dr Aatkar also

en

9:13

38. Uncovering Trusts – The Diverse Income Trust...

Uncovering Trusts by Edison Group ·

2025/07/31

In this episode, our director of content, investment trusts Milosz Papst provides a brief introduction to The Diverse Income Trust (DIVI). It is managed by Gervais Williams and Martin Turner at Premier Miton Group, who aim to generate a dividend income stream that is more resilient and has the potential to grow faster than those of the trust’s peers. Milosz then explains how stocks are selected, emphasising the importance of company meetings to the research process. He provides information about the

en

7:41

37. Uncovering Trusts – The Biotech Growth Trust (BIOG)

Uncovering Trusts by Edison Group ·

2025/07/25

In this episode, healthcare analyst Dr Arron Aatkar provides an overview of the Biotech Growth Trust, the London-listed investment company that seeks capital appreciation by investing in the worldwide biotechnology industry. He discusses the stock selection process, which involves a bottom-up approach, and comments on how the trust favours smaller, emerging biotechs. He also provides an overview of the current portfolio, highlighting the notable increase in exposure to Chinese biotechs during the

en

15:27

36. Uncovering Trusts – A closer look at Vietnam

Uncovering Trusts by Edison Group ·

2025/07/17

In this episode, our investment trusts analyst, Michal Mordel discusses the investment opportunities arising in Vietnam. He explores the country’s transformation and remarkable growth story, as well as its place in global supply chains and the current geopolitical landscape. He talks about Vietnam’s greatest advantage, which is its young, productive and well-educated population. Michal also presents a brief rundown of investment vehicles available to London-based investors that focus on Vietnam and

en

10:10

35. Uncovering Trusts – Canadian General Investments...

Uncovering Trusts by Edison Group ·

2025/06/30

In this episode, our director of content, investment trusts Milosz Papst provides an overview of North America’s second-oldest closed-end fund established in 1930, which is listed on both the Toronto and London stock exchanges. He discusses the trust’s strong long-term track record, highlighting that a C$10,000 investment in the fund fifty years ago would have grown to more than C$3,000,000. He elaborates on the fund’s investment approach, which is bottom up but also considers the macroeconomic

en

11:24

34. Uncovering Trusts – Utilico Emerging Markets...

Uncovering Trusts by Edison Group ·

2025/06/13

In this episode, our director of content, investment trusts Milosz Papst provides an overview of this specialist emerging markets trust which aims to generate an attractive long-term total return from a diversified portfolio of emerging market equities, primarily in the infrastructure, utility and related sectors. He outlines the four megatrends identified by ICM, the trust’s manager: social infrastructure, energy growth & transition, digital infrastructure, and global trade. He explains UEM’s

en

11:34

33. Uncovering Trusts – Baillie Gifford Conference:...

Uncovering Trusts by Edison Group ·

2025/06/03

In this episode, Chloe Wong, analyst at Edison Group, provides an overview of Baillie Gifford’s recent two-day Investment Trust Conference, entitled “The Next Chapter.”She begins by setting the macroeconomic context before highlighting Baillie Gifford’s continued commitment to its long-term, high-conviction investment approach, despite market volatility. Chloe then explores six key themes that emerged across the firm’s twelve listed trusts, including the importance of backing a small number of

en

52 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...