This week on the pod it's Joe Bauernfreund. Buying quality companies at deep discounts—and then forcing a rerating. Japan: how much more? Korea: how much more? Why AVI tilts from the US (spoiler.. value), how private-equity trusts can come good and MORE. https://t.co/Oe8Xx7sVZk

Must read article on activism in the investment trust industry from MIGO's Charlotte Cuthbertson. "Every investment trust must continually justify its existence, with thoughtful activism driving relevance, resilience and long-term value. The dynamic of well-considered, ongoing

Portfolio Adviser asks EM experts how the region is implicated as the dollar’s safe-haven status is rocked and uncertainty reign. Read more: https://t.co/bNX5sSrsri #EmergingMarkets #Investors #Financials

Congratulations to Nick Greenwood - a champion for investment trusts and an all-round nice guy. Good to see he still involved at @TrustAVI. Good succession planning sees Charlotte Cuthbertson continue to manage the trust with the welcome addition of Tom Treanor. @AICPRESS

Revealed: Spinners, a fledgling chain of leisure venues offering darts, crazy golf and shuffleboard, has raised £4m from investor Gresham House Ventures to fund its expansion as it seeks to tap into growing consumer demand for 'competitive socialising'.

It’s been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and a clear message to global investors says Darius McDermott (pictured), managing director at FundCalibre (@FundCalibre) #SmallCap https://t.co/9U2ICdJUQZ

Why asset managers need to pursue more than scale with M&A deals

Great to see @RichardByworth from @SyzCapital on @CNBC discussing all things #BTC ahead of the launch of the @SyzCapital BTC Alpha Fund - a new milestone in #BTC denominated funds of funds

International Biotechnology Trust (IBT) +1.5% to 694.3p after Johnson & Johnson buys its top 7.2% holding Intra-Cellular Therapies at a 40% premium of $132 a share. ITCI is the 27th M&A deal Schroders’ Ailsa Craig & Marek Poszepczynski have seen since 2021

More M&A on the cards for UK wealth management

AJ Bell Investment Trust podcast Using trusts to access private equity investment techniques: interviews w/ Oakley Capital and Strategic Equity Capital Deep dive on Monks I/Trust I talk to @WinterfloodInvT's Emma Bird on income, revenue reserves & more https://t.co/nqJktrWQOp

Small caps: how to ride the recovery wave of UK equities

📉Investors still underexposed to alts, fund buyer study finds .@pgim research into European and Asian market trends indicate surge in demand yet to be properly realised. ➡️ https://t.co/dWMR1YoaTz ✏️@SloleyChris

Yet more evidence of how central climate action would be to a Labour government.

Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas, investment director at Antipodes Partners says other companies are stealing its thunder #ArtificialIntelligence #TechInvesting #SemiconductorIndustry https://t.co/8wtl3cbw3L

Sarasin & Partners LLP (@sarasinpartners), the global thematic investment manager which invests £19.2 billion on behalf of charities, private clients, intermediaries and institutions, has appointed Christopher Cade as Partner.

In his new column for @MoneyTelegraph, Chelsea Financial Services' @DariusMcDermott explains why ‘Jurassic Park’ industries and strategic diversification are key to coming out on top after the #AIrevolution.

✍️ "‘Jurassic Park’ industries are key to coming out on top after the next tech revolution" | Writes @DariusMcDermott Find out more here ⬇️

Investment Trust Bargains: Rate cuts could revive undervalued shares in small operators

PGIM Investments' Matt Shafer: Private markets rise resembles the ascension of EMs https://t.co/fGDPQsiXdS