In the latest episode, Kyle Caldwell and Sam Benstead cast their eyes over a couple of fund and investment trust news stories; including explaining why investors have been dumping funds in the first quarter of 2022, and whether investors should expect more closures for funds that mainly invest in Russia.
Later in the podcast, there is an interview with Lawrence Burns, deputy fund manager of Scottish Mortgage (LSE:SMT). Burns gives his thoughts on the market rotation that’s been taking place in recent months, which has negatively hit the trust’s short-term performance. Burns also explains how the unlisted companies are valued, and provides views on Tesla (NASDAQ:TSLA), Amazon.com (NASDAQ:AMZN) and Netflix (NASDAQ:NFLX).
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