Gearing is often perceived as a stumbling block when completing due diligence on investment trusts. It can be difficult to pigeon-hole a trust into a certain risk category when gearing is present. Furthermore, gearing can range significantly, with different investment trusts using different types of gearing, which result in different kinds of risks.
To help you understand the nuances of investment trust gearing, Morningstar’s head of investment trust research, Jackie Beard, is hosting a BrightTalk webinar titled “Understanding Gearing”. The webinar is being held at 1PM on Wednesday, 12 September 2012.
The one-hour session will cover:
- The different types of gearing used
- The markets in which it has been particularly effective
- How the decision is made to use gearing
- How investors can analyse gearing
- How geared investment trusts can be incorporated into traditional risk models
The panel of speakers will include Simon Moore from Bestinvest, Dennis Hall from Yellowtail, Peter Hewitt from F&C Investments and Ben Ritchie from Aberdeen Asset Management.
Listen to the presentation by clicking here.
You can listen to the live presentation, or come back to listen at a later date.
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