Our annual Investment Trust Special Report covers everything you need to know about researching, finding and buying the right funds for your portfolio. Val Cipriani and Holly McKechnie delve into topics featured, from discounts in the space, the impact of the Saba saga, increased M&A activity and more.

It’s then onto Rightmove (RMV). The company recently announced its plans to invest in AI, which was met with unusual concern from the market. Hugh Moorhead explains why this occurred, how large a threat ChatGPT is to its plans, and more.

Timestamps

1:34 Investment Trust special

29:18 Rightmove

How to pick the right investment trusts

Should investors put Rightmove up for sale?

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We kick off this week looking at power provider SSE (SSE), which announced a £2bn equity raise to help fund a £33bn upgrade to the UK’s electricity infrastructure. Valeria Martinez and Alex Newman discuss what the proposal means for the company, why it’s been so well received by investors and the wider implications.

Next, we turn to the second part of our Aim 100 Special Report, where we look at the 50 largest stocks trading on London’s junior market. Dan and Michael Fahy look at cords and cable maker Volex (VLX), which reported interim results this week.

Dan and Mark Robinson then turn to auditor MHA (MHA), which listed in April and has been on a tear. Mark gives his thoughts on the company and whether or not it’s too late for investors to jump in.

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Timestamps:

1:01 SSE

16:36 Volex

25:24 MHA

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From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors.

It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches.

Timestamps

1:21 Reflections on M&G episode

4:27 Treatt

9:24 Goodwin

18:05 STV

19:55 Venture Life

22:47 James Halstead

25:00 Primary Health Properties

27:20 Workspace

29:21 MS International

32:57 Reader questions

38:45 The Budget

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