Is the investment trust sector finally turning a corner? Watch the QuotedData Investment Trust Forum 2026, featuring expert analysis, fund manager presentations and live Q&A sessions covering some of the most important opportunities and challenges facing investment companies today. Keynote speaker Ben Conway, head of fund management at Hawksmoor Investment Management, explains why he is increasingly positive about the sector. He examines regulatory reform, investment company cost disclosure, wealth manager selling, pension fund demand, activism and the potential for investment trust discounts to narrow. There is also a wide-ranging discussion between Jonathan Davis, editor of the Investment Trusts Handbook and presenter of the Money Makers podcast, and Gavin Lumsden, head of news at QuotedData. They discuss: The investment trust sector’s recovery The impact of artificial intelligence and geopolitical volatility Saba Capital and shareholder activism Discounts, buybacks, mergers and mandate changes The performance of technology, space and emerging markets trusts How investment companies can attract a new generation of investors Whether the sector is entering a period of renewal The forum also includes presentations and Q&A sessions with five investment companies: Murray Income Trust (MUT) Nick Shenton discusses Artemis’s new approach to the trust, its dividend record, portfolio repositioning, UK equity valuations and the potential for long-term income and capital growth. Global Opportunities Trust (GOT) Alan Bartlett explains the trust’s flexible, absolute-return approach, its defensive positioning and how it aims to protect capital during difficult markets. Law Debenture Corporation (LWDB) Laura Foll examines Law Debenture’s distinctive combination of a UK equity portfolio and an independent professional services business, as well as its dividend and long-term performance. Baillie Gifford European Growth Trust (BGEU) Joe Faraday sets out his approach to European growth investing, including scarce assets, local champions, banks, defence, holding companies and private investment Bending Spoons. Ashoka WhiteOak Emerging Markets Trust (AEWM) Prashant Khemka discusses emerging-market stock selection, artificial intelligence, India, smaller companies and the trust’s performance-fee-only structure. Chapters 00:00 Introduction from James Carthew and Gavin Lumsden 03:18 Ben Conway: outlook for the investment trust sector 14:10 Murray Income Trust (MUT) 37:15 Global Opportunities Trust (GOT) 58:03 Law Debenture Corporation (LWDB) 1:23:17 Jonathan Davis and Gavin Lumsden: sector discussion 1:43:09 Baillie Gifford European Growth Trust (BGEU) 2:06:37 Ashoka WhiteOak Emerging Markets Trust (AEWM) 2:34:33 Closing remarks Subscribe to QuotedData for investment trust news, independent research, fund manager interviews and analysis of the UK investment company sector. Important: The content of this video is for information only and does not constitute investment advice. The value of investments and the income from them can fall as well as rise. #InvestmentTrusts #InvestmentCompanies #Investing #UKInvesting #StockMarket #DividendInvesting #IncomeInvesting #EmergingMarkets #EuropeanEquities #InvestmentNews #QuotedData #MoneyMakers #MUT #GOT #LWDB #BGEU #AEWM
