Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors.

But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector.

Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice.

For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/

For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register

00:00 Intro to the Murray International Trust
02:21 What the trust invests in
03:51 When companies suspend dividends
06:11 Secret to a great dividend yield
08:17 Emerging markets allocation
11:32 Asia Pacific tech sector growth
14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks?
16:55 Adding Mercedes-Benz to the portfolio
19:49 Macroeconomic factors in stock selection
22:24 Why is the trust rated as defensive?

High-yield investing with Martin Connaghan of Murray International Trust | Ep.129

I think you’ll find a lot of value in this video as I’ll tell you which of my dividend stocks I believe are cheap right now. I’ll also respond to a crabby commenter who told me that my 4% current yield in my dividend portfolio is pathetic. Finally I’ll end this by explaining how a stock’s price gravitates towards its intrinsic value, which is a very important investing concept to really understand.

My Amazon Affiliate link for Ninja Espresso Machine ➡️ https://amzn.to/3DEL8DK (as an Amazon Associate I earn from qualifying purchases)


Join the world’s largest free Dividend Discord ➜ https://discord.gg/kkSr5FY

Join my channel membership as a GenEx Partner to access new perks: https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join

Seeking Alpha Affiliate Referral Link ➜ https://www.sahg6dtr.com/2352ZCK/R74QP/

Click my FAST Graphs Link (Use coupon code AFFILIATE25 to get 25% off your 1st payment) ➜ https://fastgraphs.com/?ref=GenExDividendInvestor

Please use my Amazon Affiliates Link ➜ https://amzn.to/2YLxsiW Thanks! As an Amazon Associate I earn from qualifying purchases.

Support me & get Patreon perks ➜ https://www.patreon.com/join/genexdividendinvestor

Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

Episode 138 - Which of my Dividend Stocks are CHEAP Jan 2025?

In this fascinating video I show you some new data that may indicate that dividends are partially free money.  Then I’ll finish things off by sharing some regrets of being retired, which are important lessons for anyone to reflect on.

Join the world’s largest free Dividend Discord ➜ https://discord.gg/kkSr5FY

Join my channel membership as a GenEx Partner to access new perks: https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join

Seeking Alpha Affiliate Referral Link ➜ https://www.sahg6dtr.com/2352ZCK/R74QP/

Click my FAST Graphs Link (Use coupon code AFFILIATE25 to get 25% off your 1st payment) ➜ https://fastgraphs.com/?ref=GenExDividendInvestor

Please use my Amazon Affiliates Link ➜ https://amzn.to/2YLxsiW Thanks! As an Amazon Associate I earn from qualifying purchases.

Support me & get Patreon perks ➜ https://www.patreon.com/join/genexdividendinvestor

Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

Episode 139 - New Info! Dividends Actually ARE Free Money?

The topics and stocks mentioned/discussed includes:
The winning Core-Satellite Investment strategy,
Filtronic / FTC
SpaceX
Netcall / NET
UiPath / PATH
Transense Technologies / TRT
Literacy Capital / BOOK / Private Equity
TT Electronics / TTG
Volex / VLX
XP POWER / XPP
Centaur Media / CAU
Persimmon / PSN
Takeovers / GOOD ENERGY / RENEWI
The Risk Free Rate
Intelligent Automation / Robotics
Artificial Intelligence /Ai
FTSE 100 ATH record
Dividends / Dividend Yield / Cash
Balancing size of higher risks investments
& Menphys Charity & more.
Sharescope https://www.sharescope.co.uk/landing.jsp special discount offer code ShareScope : TwinPetes
Harriman House books https://harriman.house/  sponsor the TwinPetesInvesting Challenge
Investors’ Chronicle sponsor https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog https://theethicalentrepreneur.com/
Powder Monkey Brewing Co https://powdermonkeybrewing.com/%C3%82%C2%A010  10% discount code : TWINPETES

The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025  Just Giving page here https://www.justgiving.com/page/peter-higgins-1736161867791?utm_medium=FR&utm_source=CL where Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children's with disabilities charity,  Menphys.  

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.


The winning Core-Satellite Investment strategy, #Ai #Filtronic #SpaceX #NET #TRT #CAU #VLX #BOOK #TTG

Dividends

rexv2 ⇀ mukbang (prod. rexv2) [snippet]

The topics and stocks mentioned/discussed includes:

A special guest interview with the 2024 TwinPetes Investing Challenge +58.5% return outstanding overall winner.
Strategies for investing in winning small cap & fledgling growth stocks
Supreme / SUP
Alumasc / ALU
NEXT / NXT
Gaming Realms GMS
McBride / MCB
FW Thorpe TFW
Georgia Capital / CGEO
Renold / RNO
Time Finance / TIME
Metals Exploration / MTL
UK Oil & Gas / UKOG
Dividends
Stop-losses
Psychology
Investment mistakes, learnings & lessons
Teaching / Economics / Financial Education
Menphys Charity,
Investing / Trading
Harriman House Prize Books & more.
Sharescope https://www.sharescope.co.uk/landing.jsp   special discount offer code : TwinPetes
Harriman House books https://harriman.house/ support the TwinPetes Investing Challenge
Investors’ Chronicle sponsor the TwinPetesInvesting Challenge https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta
Henry Viola-Heir’s blog https://theethicalentrepreneur.com/
Powder Monkey Brewing Co https://powdermonkeybrewing.com/ 10% discount code : TWINPETES

The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here https://www.justgiving.com/page/peter-higgins-1736161867791?utm_medium=FR&utm_source=CL where  Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys.  

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest

Selecting winning fledgling stocks with special guest Paul Edenbrow, the 2024 Twin Petes Investing winner

The topics and stocks mentioned/discussed includes:

Banking 200% winning profits, 
HSBC Holdings / HSBA
TBC Bank Group / TBCG / Fintech / Banking
Hardware & Software supremo Idexx Laboratories
Aspen Technology AZPN / Emerson Electric Co / EMR 
Renewi / RWI / Macquarie 
Assura / AGR / REIT / Kohlberg Kravis Roberts & Co. / KKR 
ICG Enterprise Trust / ICGT / Private Equity
Yellow Cake / YCA / Uranium trading
Uranium ETFS
Dividends / Yields
Artificial Intelligence / Ai
Cash ISA
Valuations / Intangibles
Intrinsic Value Investing / Book recommendation, 'Security Analysis' by Benjamin Graham & David L. Dodd
Takeovers / MNA 
Menphys Charity Fundraise access the Just Giving page here https://www.justgiving.com/page/peter-higgins-1736161867791?utm_medium=FR&utm_source=CL 
New book recommendation, 'How not to invest', by Barry Ritholtz
Sharescope https://www.sharescope.co.uk/landing.jsp special discount offer code : TwinPetes
Harriman House books https://harriman.house/ support the TwinPetesInvesting Challenge
Investors’ Chronicle sponsor https://www.investorschronicle.co.uk/product-matrix?pageSource=header-cta&referer=cta the TwinPetesInvesting Challenge
Henry Viola-Heir’s blog https://theethicalentrepreneur.com/
Powder Monkey Brewing Co https://powdermonkeybrewing.com/collections/all-products 10% discount code : TWINPETES
The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here https://www.justgiving.com/page/peter-higgins-1736161867791?utm_medium=FR&utm_source=CL where Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys.  

The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

Banking 200% winning profits #HSBC #TBCG $AZPN $IDXX $EMR #YCA #Uranium #ICGT #RWI #AGR #ETFS #REITS

The topics and stocks mentioned/discussed includes:
A special guest interview with the award-winning Communications Director of the Association of Investment Companies (AIC).
How to achieve long-term investing success via Investment Trusts.
City of London IT / CTY
HG Capital Trust / HGT
Scottish Mortgage IT / SMT
Allianz Technology Trust /ATT
The Bankers Investment Trust / BNKR
Alliance Witan /ALW
JP Morgan Claverhouse IT / JCH
Polar Capital Technology Trust / PCT
3i Group / III
ICG Enterprise Trust / ICGT
Murray International Trust / MYI
F&C IT / FCIT
Urban Logisitics REIT /SHED
Harbourvest Global Private Equity Ltd / HVPE
Edinburgh Worldwide IT / EWI
Tritax Big Box REIT / BBOX
Murray Income Trust / MUT
Harmony Energy Income Trust / HEIT
Dividend Heroes
Rockwood Strategic Plc / RKW
Smaller Companies Trust
Private Equity
Biotech 
Healthcare
Emerging Markets
Alternative Investment Trusts
REITS
Activism / SABA / Achilles Investment Company Ltd / AIC
Mergers/ Takeover / Consolidations / Buybacks
Dividends
Contrarian Investing
Discounts & Net Asset Value
Charges / Cost Disclosures
Essential research tips for success
AIC's 2025 Showcase

How to achieve long-term investing success via Investment Trusts, with Annabel Brodie-Smith

HOW TO FIND WINNING STOCKS: Recorded live at the 2025 Master Investor Show in London

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.

Welcome to my podcast where I talk about dividends, my dividend portfolio, passive income, investing, news, and creating wealth! I retired in my 40s due to dividends and now I share my 30+ yr investing insights on YouTube (81k subs, https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q?sub_confirmation=1) & on the world's largest Dividend Discord (11k subs, http://discord.gg/kkSr5FY).
Twitter: https://twitter.com/GenExDividend
Instagram: https://www.instagram.com/genexdividendinvestor/
Reddit: https://www.reddit.com/user/GenXDividendInvestor
Patreon: https://www.patreon.com/genexdividendinvestor?fan_landing=true

New tracks tagged #DIVIDENDS