By Michael Kokalari CFA, chief economist, and Thai Thi Viet Trinh, senior economist.

Understanding one of the fastest-growing asset classes

In a year that has been characterised by a roller-coaster ride in sentiment, the end outcome is likely to be one that is very positive for those investors who blocked out the noise, held their noses and stayed in equity markets.

How to invest in the UK’s social impact REITs

In this episode, our director of content, investment trusts Milosz Papst talks about Invesco Asia Dragon Trust, which was recently created following the merger of Invesco Asia Trust with Asia Dragon Trust. He outlines the key benefits to shareholders of the enlarged entity, which retained the successful investment strategy of Invesco Asia Trust. He discusses the trust’s bottom-up, valuation-aware investment approach focused on sustainable business models and attractive valuations. He explains the deep research capability of Invesco’s Asia and emerging markets team. He also outlines the shareholder-friendly measures introduced in conjunction with the merger, including quarterly dividend payments and an unconditional tender every three years. He concludes by summarising the market view of IAD’s managers.

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About Uncovering Trusts: Uncovering Trusts is a podcast run by Edison analysts, which is released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.

Markets picked up where they left off last quarter with nearly all countries seeing markets climb further. The US and China led the way against a backdrop of easing concerns about trade tensions and AI continuing to be the predominant equity market theme. The continuing rise of equity markets, including sharp jumps for some stocks, triggered renewed discussion about the possibility that we are entering a new AI-driven bubble similar to the dotcom boom in the late nineties.