Interactive Investor

Funds Fan: recession tips, funds vs trusts, and Japan fund interview

22nd April 2022 09:20

Kyle Caldwell from interactive investor

In the latest episode, Kyle Caldwell and Sam Benstead run through key takeaways for fund and trust investors from the first quarter of 2022. Among the subjects discussed is why over that time period similarly managed funds held up better than trusts. Separately, on the back of bond markets flashing a warning that a recession could be on the cards, the duo name the types of investments that would, in theory, perform well during an economic downturn.

Later in the podcast, Jeff Atherton, who manages the Man GLG Japan CoreAlpha fund, joins the show. The fund adopts a value-style investment approach and has therefore benefited from the recent market rotation.

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