Investment Trust tips for investors in today's markets with Ryan Lightfoot-Aminoff | Ep.115

The Armchair Trader Podcast

This week Stuart Fieldhouse meets Ryan Lightfoot-Aminoff, Investment Trust Analyst at Kepler Partners. On the episode they discuss how different trust managers handle the concentration risk of investing in Magnificent Seven stocks such as Apple and Nvidia, good reasons why trusts have discounts and the advantages of trusts over ETFs. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:35 Intro to Kepler 01:22 What is an investment trust's discount? 02:08 The US market and election results 05:11 Concentration risk in the Magnificent Seven stocks 08:03 Managing portfolio risk with investment trusts 11:11 Different reasons why investment trusts have discounts 16:10 Mergers in the trust sector 20:15 Why might it be easier to buy an existing trust rather than launch a new one? 22:09 Advantages of Investment Trusts vs ETFs