In this week's show Peter Walls, manager of Unicorn Mastertrust (GB00312180180), a fund of investment trusts, sets out what he looks for when selecting holdings and explains how he mitigates the added risks that come with the benefits of investment trusts. He also highlights some investment trusts he has recently added to.
Deputy personal finance editor Dave Baxter, meanwhile, explains why professional investors are more optimistic and how they have changed their asset allocations to reflect this.
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