Murray International Trust: portfolio positioning, valuations and global opportunities

Samantha Fitzpatrick, Co-Manager of Murray International Trust (MYI), discusses recent portfolio activity and how the trust is positioned in the current market environment. She explains the rationale behind adding Blackstone to the portfolio, where profits have been taken following strong share price performance, and why Asia and Latin America remain important parts of the trust. Samantha also discusses the trust's approach to income investing, how it views higher-valued areas of the market and the importance of maintaining a diversified portfolio amid ongoing uncertainty.