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Rob Lloyd
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Jul 7, 2026
Are the tides changing in favour of investment trusts?
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32:26Hannah WillifordHOST
So I think the big question that a lot of investors are asking now, especially when it comes to Asia, and because there's so much overlap with emerging markets there, is where do you see opportunity in markets like Taiwan, like Korea, that have been growing so rapidly recently? Is that over? Is there s- is there still investment opportunity there?
R
32:52Rob LloydGUEST
I think that's a, it's a great question, and we're being asked this, you know, s- a similar question from a number of investors.
R
32:58Rob LloydGUEST
And, like, maybe just to kind of set the stage, um, I think a lot of investors may not be aware that Taiwan and Korea are larger now in the trust index, uh, and they're larger in terms of the, um, uh, the portfolio holdings compared to China, right? You know, previously China's really been the big driver of Asian markets, and that's kind of changed.
R
33:18Rob LloydGUEST
Um, and so I think it's very important in terms of your questions talking about the opportunities in Korea and, um, Taiwan.
R
33:26Rob LloydGUEST
And I think that, you know, most of the focus o- on Korea is really about the two semiconductor giants, uh, Samsung Electronics and Hynix.
R
33:33Rob LloydGUEST
And if you kind of look at, uh, let's say for this year or next year, these companies are expected to double their profits.
9 MINS LATER
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42:26Hannah WillifordHOST
How, you know, how accurate is that? How, how much [laughs] is that really deterring them? What is the relationship there?
Men’s Shed completes another successful year
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5:03Rob LloydGUEST
that's right i'm the chair of the board of trustees at the uk men's shed association i happen to live relatively close to petersfield but it's a place that's quite close to my heart because i came here on their opening day i was part of the part of the opening So it's fantastic to revisit a couple of years later see the amazing progress that's been made by this incredibly productive shed.
R
5:24Rob LloydGUEST
It's one of the larger sheds in the UK with 100 members and a huge range of activity and like all sheds regardless of size up and down the country incredibly welcome.
R
5:35Rob LloydGUEST
I've had a delightful time just catching up with People, doesn't matter what the accent is, doesn't matter where in the country it is, a shed's a shed and they're all fantastic.
R
5:43Rob LloydGUEST
What is UK Men's Shed as a national organisation? So the UK Men's Shed Association is a national support body for men's sheds.
Inside Olympia - Artificial Intelligence in Government
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20:03Rob LloydGUEST
One is that it is going to evolve, um, and that there has to be some clear liability, uh, terms that evolve both legally and mathematically.
R
20:12Rob LloydGUEST
Um, the science, the math still has to, to come to bear here, um, and it's going to have to work its way through legislation and through court, uh, and case law.
R
20:25Rob LloydGUEST
One is when you're trying to manipulate people and behavior, um, there isn't enough clarity there.
R
20:31Rob LloydGUEST
Um, and when your intent is to manipulate a person's behavior or a group's behavior, um, there's very little there right now, but we have to be very careful.
10 MINS LATER
