Martin Connaghan, Co-manager of Murray International Trust, joins the UK Investor Magazine podcast for a deep dive into the trust and its approach to building a high-conviction global income portfolio. Martin explores the trust's geographical weighting, provides insight into the stock selection process, and explains how they blend bottom-up research with positioning for macro influences such as tariffs and AI. He also discusses individual portfolio companies, including Broadcom and Taiwan Semiconductor, and concludes by outlining what excites him about the year ahead.
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