Monthly Roundup: Renewables return to most bought, a RIT Cap run through plus AI bubble or not?

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-09-10

Join Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in July, brought to you in association with Schroders. In the news, Ryan highlights the destination of former River UK Micro Cap (RMMC) manager George Ensor, as well as picking over the positive, and negative, news from International Public Partnerships (INPP). Before running through their recent half-year results, David provides a summary on RIT Capital Partners (RCP), including how the portfolio works. In the results, David highlights some of the p...