Investment Trust Hub

We bring together investment trust providers, platforms, and industry speakers to uncover the investment opportunities provided by closed-end funds. Sponsored by: Aberdeen, AIC, Allianz Global Investors, Baillie Gifford, Columbia Threadneedle Investments, HarbourVest Global Private Equity and Schroders.

Sign in to your account

Don't have an account? Register here

Investing in the Inflection: AI, Automation, and Alpha | Future Trends in Investment Trusts, June 2026

June 15, 2026 | 22m 22s

Learning: Unstructured

Global investing is evolving fast, and those stuck in regional silos risk missing tomorrow’s top performers. Richard Clode, co-manager of the Bankers Investment Trust, shares why a more harmonised, high-conviction portfolio built around powerful global themes, not just geography, is unlocking new alpha and dependable income. From AI-driven inflection points and de-globalisation to industrial automation, Clode explains how to spot winners (and avoid losers) in a rapidly shifting landscape.

Chapters

01:37 Portfolio Structure: Sleeves and Harmonisation
06:35 AI: Impact and Investment Approach
19:29 Income Outlook, Dividends, and Cash Flow

People

Richard Clode

Companies

Janus Henderson Investors

Remove padding

Off

Visit Website

Remove padding

Off

Allianz Global Investors is a leading active asset manager with more than 700 investment professionals in over 21 offices worldwide, and managing EUR 580 billion in assets. We believe that with every change comes an opportunity. Our goal is to actively shape the future of investing for all our clients, wherever their location and whatever their objectives. Curious and active in everything we do, we aspire to generate impact beyond alpha, steering our clients’ assets towards the right place at the right time, and building solutions that draw on capabilities across public and private markets.

Our focus on protecting and growing our clients’ assets allows us to create trusted partnerships, underpinned by a commitment to sustainability and driving positive change.

Data as at 30 September 2025. Total assets under management are assets or securities portfolios, valued at current market value, for which Allianz Global Investors companies are responsible vis-à-vis clients for providing discretionary investment management decisions and portfolio management, either directly or via a sub-advisor (these include Allianz Global Investors assets which are now sub-advised by Voya IM since 25 July 2022). This excludes assets for which Allianz Global Investors companies are primarily responsible for administrative services only. Assets under management are managed on behalf of third parties as well as on behalf of the Allianz Group.

Visit Website

Remove padding

Off

Visit Website

Remove padding

Off

HarbourVest Global Private Equity (“HVPE”) is a listed investment company that provides investors with access to private company investments. We invest exclusively in funds managed by HarbourVest Partners (“HarbourVest”), an independent and global private markets asset manager with over 43 years of experience.

Launched in December 2007 on the Euronext Amsterdam, today HVPE is listed on the Main Market of the London Stock Exchange (tickers: £ HVPE | $ HVPD). It sits in the FTSE 250 and has net assets of $4.2 billion and a market capitalisation of approximately £2.0 billion as at 31 August 2025.

By investing exclusively in HarbourVest managed vehicles, HVPE provides investors with exposure to proven investment expertise, whilst also supporting innovation and growth in the global economy and promoting sustainable investing. Find out more about our manager HarbourVest here.

With HVPE, you’re in experienced hands Through careful and reliable management, we have an established track record of delivering high performance. See HVPE In Numbers.

Additionally, investors benefit from HVPE’s investment trust structure with a fully independent Board of directors who are responsible for the oversight of the Company. The HVPE Board is comprised of experienced professionals with a diverse range of unique skills gained from their financial services careers.

Visit Website

Investment Trust Hub

Sign in to your account

Investing in the Inflection: AI, Automation, and Alpha | Future Trends in Investment Trusts, June 2026

Learning: Unstructured

Chapters

Tags

People

Companies

Janus Henderson Investors

Investing in the Inflection: AI, Automation, and Alpha | Future Trends in Investment Trusts, June 2026

Asia’s Untapped Growth: Rethinking Diversification Beyond the Headlines | Future Trends in Investment Trusts, June 2026

Scaling the Mountain: Navigating Private Growth with Schiehallion | Future Trends in Investment Trusts, June 2026

Are investment trusts the answer for long-term income? | Future Trends in Investment Trusts, March 2026

Is the Government Unfairly Shutting Out Investment Trusts? | Future Trends in Investment Trusts, March 2026

UK Growth Stocks: Bargains Hiding in Plain Sight? | Future Trends in Investment Trusts, March 2026

Rethinking Global Portfolios: Diversify with UK Equities | Future Trends September 2025

UK Mid-Caps: Value Opportunity or the Market’s Best Kept Secret? | Future Trends in Investment Trusts June 2025

Sign in to your account

Investing in the Inflection: AI, Automation, and Alpha | Future Trends in Investment Trusts, June 2026

Learning: Unstructured

Chapters

Tags

People

Companies

Janus Henderson Investors

Recommended Content