Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk. Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed.
In this episode, John Baron and John Hughman delve into the misunderstood world of private debt and why its balance of risk and reward offers an attractive alternative to public debt markets. They also examine the importance of keeping an eye on fees, and why investment trusts are an increasingly competitive choice against other collective vehicles. And they discuss how Trump’s tariff wars are yet another reason to think inflation is likely to remain higher for longer.