In this special episode of the podcast, Steven and James are joined by Josef Licsauer, Investment Trust Research Analyst at Kepler Trust Intelligence. Josef will be joining the growth investing panel discussion at the Sharesify Wealth & Retirement Show on Friday 6 November. Our special guest explains why discounts to NAV (net asset value) have narrowed across the investment trust sector with a helping hand from Saba. In addition, he highlights some leftfield trust options for investors seeking exposure to the exciting AI (artificial intelligence) theme. Next up, Josef also tells our audience why small cap and emerging markets-focused trusts are currently friendless. Furthermore, our special guest lends us his view on the consolidation wave sweeping across the investment trust sector.
