Money Makers podcast

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المحتوى المقدم من Money Makers Investment Trusts and Jonathan Davis. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Money Makers Investment Trusts and Jonathan Davis أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Squid Game: The Official Podcast

1
Keys and Knives - S3 Ep 1 26:28

منذ 12 يومًا26:28

التشغيل لاحقا

قوائم

إعجاب

احب

26:28

Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

Money Makers

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Home of the free Money Makers Investment Trust Podcast with Jonathan Davis, covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.

331 حلقات

#Business #Money Makers Investment Trust #Jonathan Davis

Money Makers

updated منذ 4 أيام

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331 حلقات

#Business #Money Makers Investment Trust #Jonathan Davis

All episodes

1
285: Money Makers Investment Trusts Podcast - with Alex Wright (05 July 2025) 43:33

منذ 4 أيام43:33

43:33

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Alex Wright, manager of the Fidelity Special Values Investment Trust, and Fidelity Special Situations, the open-ended equivalent fund. This discussion was recorded on Tuesday 01 July 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:01:03 - The UK equity market 0:06:54 - Structural issues in the UK market 0:10:16 - The stock selection 0:11:50 - Getting the measure of Trump 0:15:35 - Domestic policy impact 0:17:38 - A short break 0:18:45 - The portfolio 0:29:38 - The small, mid, and large cap balance 0:33:42 - Discount and gearing 0:37:10 - Learnings from the last twelve years 0:39:38 - Active and passive management 0:43:01 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of HICL Infrastructure (HICL). Future profiles include Franklin Global Trust (FRGT) and Baillie Gifford European Growth (BGEU). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
284: Money Makers Investment Trusts Podcast - with Marcus Phayre-Mudge (18 June 2025) 47:32

منذ 21 يومًا47:32

47:32

The Money Makers Investment Trusts Podcast is taking a short break following this edition while Jonathan is away on holiday, but it will return in a week or two so keep those subscriptions active! ==== In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Marcus Phayre-Mudge, manager of TR Property (TRY). This discussion was recorded on Thursday 12 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:39 - Signs of green shoots 0:06:21 - Economic growth, interest rates, and commercial property valuations 0:12:16 - Activity and deals in the investment trusts sector 0:19:06 - A place for smaller trusts 0:24:34 - A short break 0:25:41 - Healthcare commercial property 0:28:40 - Other specialist property sectors 0:32:47 - Cost disclosure and discounts 0:37:57 - TR Property (TRY) 0:44:26 - Why invest in TRY over other REITs 0:47:00 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of VietNam Holding (VNH). Future profiles include Fidelity Emerging Markets (FEML) and HICL Infrastructure (HICL). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
283: Money Makers Investment Trusts Podcast - with Andrew McHattie (14 June 2025) 44:32

منذ 25 يومًا44:32

44:32

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Andrew McHattie, editor of the Investment Trusts Newsletter. This discussion was recorded on Friday 13 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:38 - Global shocks 0:03:00 - Coming to terms with the Trump regime 0:05:06 - Investment trusts - commercial property 0:05:31 - PRS REIT (PRSR) 0:09:44 - Empiric (ESP) 0:13:28 - Property in general 0:15:21 - SDCL Energy Efficiency Trust (SEIT) 0:18:43 - Digital 9 Infrastructure (DGI9) 0:22:03 - A short break 0:23:10 - J.P.Morgan Indian Investment Trust (JII) 0:27:59 - Templeton Emerging Markets (TEM) 0:31:25 - Fidelity China Special Situations (FCSS) 0:34:39 - Worldwide Healthcare (WWH) and the healthcare and biotech sector 0:38:17 - Growth capital sector 0:41:59 - Schiehallion Fund (MNTN) 0:44:00 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Pershing Square Holdings (PSH). Future profiles include VietNam Holdings (VNH) and Fidelity Emerging Markets (FEML). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
282: Money Makers Investment Trusts Podcast - with Jim Mellon (11 June 2025) 31:32

منذ 28 يومًا31:32

31:32

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Jim Mellon, businessman, investor, and entrepreneur. This discussion was recorded on Monday 09 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:49 - The Trump administration and volatility 0:07:36 - Reacting to a potential crisis 0:10:51 - The investment approach 0:16:31 - A short break 0:17:37 - Luck or skill in investment success 0:20:52 - Looking at Germany 0:24:46 - Reinforcing the UK stock market 0:26:36 - Other activities 0:31:01 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Pershing Square Holdings (PSH). Future profiles include VietNam Holdings (VNH) and Fidelity Emerging Markets (FEML). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
281: Money Makers Investment Trusts Podcast - with Chris Clothier (07 June 2025) 37:06

منذ 5 weeks37:06

37:06

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Chris Clothier, co-chief investment officer at CG Asset Management, the management company responsible for Capital Gearing Trust (CGT). This discussion was recorded on Thursday 05 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:41 - The Trump 2.0 approach to policy management 0:05:06 - The erosion of trust in US stability 0:08:18 - The 3-3-3 Plan and inflation 0:10:05 - The problem of global debt build-up 0:13:56 - Reducing exposure to the US 0:18:02 - Brief thoughts on gold 0:19:43 - A short break 0:20:49 - Investment trust performance 0:23:19 - The investment trusts sector, discounts, and the reaction to threats 0:25:37 - The competitive threat to investment trusts 0:26:50 - Activism 0:30:46 - The trust’s potential for returns 0:36:35 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Schiehallion Fund (MNTN). Future profiles include Pershing Square Holdings (PSH) and VietNam Holding (VNH). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
280: Money Makers Investment Trusts Podcast - with Nick Brind (04 June 2025) 35:12

منذ 5 weeks35:12

35:12

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Nick Brind, co-portfolio manager of Polar Capital Global Financials Trust (PCFT). This discussion was recorded on Tuesday 03 June 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:52 - Thoughts on the global financials sector 0:03:02 - Interest rates 0:07:37 - The weighting to banking 0:09:23 - Diversified financials and fintech 0:11:53 - Positives from the Trump administration and deregulation 0:16:14 - A short break 0:17:20 - Risks in the global financial system 0:21:25 - The price of the trust’s investments 0:24:33 - The proposition to shareholders 0:29:43 - The investment trust structure 0:31:46 - A lack of competitors 0:33:22 - Gearing 0:34:41 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Schiehallion Fund (MNTN). Future profiles include Pershing Square Holdings (PSH) and VietNam Holding (VNH). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
279: Money Makers Investment Trusts Podcast - with Peter Hewitt (31 May 2025) 44:11

منذ 6 weeks44:11

44:11

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). This discussion was recorded on Wednesday 28 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:44 - Stepping back from the trust 0:01:40 - Impacts of the Trump administration 0:10:20 - The performance of small cap trusts 0:15:05 - The style factor 0:24:15 - A short break 0:25:20 - Thoughts on Saba Capital 0:30:40 - Private equity 0:34:53 - Finding new sources of income 0:38:31 - Changes to the growth portfolio 0:43:40 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. There is no new fund profile this week but last week's profile was of Tritax Big Box REIT (BBOX). Future profiles include The Schiehallion Fund (MNTN) and Pershing Square Holdings (PSH). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our nearly 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
278: Money Makers Investment Trusts Podcast - with Jonathan Brachle (28 May 2025) 26:11

منذ 6 weeks26:11

26:11

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Jonathan Brachle, co-portfolio manager at J.P.Morgan US Smaller Companies Trust (JUSC). This discussion was recorded on Tuesday 27 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:56 - The US markets and the Trump effect 0:02:54 - Managing the volatile environment 0:05:30 - Arguments for investing in the trust 0:10:55 - Currency 0:11:56 - Gearing 0:13:26 - A short break 0:14:32 - The continuation vote and viability of the trust 0:16:08 - Exciting holdings and disappointing holdings 0:20:17 - AI 0:23:04 - The argument for continuation 0:25:40 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. There is no new fund profile this week but last week's profile was of Tritax Big Box REIT (BBOX). Future profiles include The Schiehallion Fund (MNTN) and Pershing Square Holdings (PSH). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our nearly 280 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
277: Money Makers Investment Trusts Podcast - with Craig Baker (24 May 2025) 38:30

منذ 7 weeks38:30

38:30

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Craig Baker, lead manager of Alliance Witan. This discussion was recorded on Monday 19 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:52 - Navigating the tricky waters of the Trump administration 0:05:21 - Has the tariff threat been overstated? 0:08:21 - A concentrated market and the dominance of Big Tech 0:15:17 - AI in the portfolio and as an investment theme 0:19:59 - A short break 0:21:04 - Comparing the portfolio today versus a year ago 0:26:01 - Gearing, the discount, and the dividend 0:30:51 - The impact of the Alliance-Witan merger 0:33:16 - The trust as a consolidator 0:34:24 - Communicating with retail investors 0:36:48 - The potential move away from the US 0:37:59 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Tritax Big Box REIT (BBOX). Future profiles include The Schiehallion Fund (MNTN) and Pershing Square Holdings (PSH). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 270 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

1
276 Money Makers Investment Trusts Podcast - with Andrew McHattie (21 May 2025) 46:43

منذ 7 weeks46:43

46:43

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Andrew McHattie, editor of the Investment Trusts Newsletter. This discussion was recorded on Monday 19 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:46 - Consolidation and Henderson European Trust (HET) 0:05:56 - A bid for Warehouse REIT (WHR) 0:08:24 - The strategic review outcome at J.P.Morgan Indian Investment Trust (JII) 0:13:33 - Bellevue Healthcare Trust’s (BBH) shift to a zero discount policy 0:19:12 - A short break 0:20:18 - Middlefield Canadian Income’s (MCT) response to Saba Capital 0:27:19 - Regional REIT (RGL) 0:30:11 - HydrogenOne Capital Growth (HGEN) 0:33:02 - Chelverton UK Dividend Trust (SDV) 0:36:06 - Chrysalis (CHRY) 0:40:31 - Harmony Energy Income Trust (HEIT) and the battery storage sector 0:46:11 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Tritax Big Box REIT (BBOX). Future profiles include The Schiehallion Fund (MNTN) and Pershing Square Holdings (PSH). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 270 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

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275 Money Makers Investment Trusts Podcast - with Ben Rogoff (14 May 2025) 46:43

منذ 8 weeks46:43

46:43

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Ben Rogoff of Polar Capital Technology Trust (PCT) to discuss the rapidly evolving landscape of artificial intelligence including the emergence of DeepSeek, its impact on Nvidia, and the promise of Agentic AI. This discussion was recorded on Thursday 08 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:40 - The reaction to DeepSeek 0:10:46 - Volatility in the share price 0:12:49 - Activity since January 0:19:04 - The impact of the US tariff regime 0:26:12 - A short break 0:27:18 - Shareholder reaction to the last few months 0:29:29 - Potential for growth 0:34:59 - The importance of Agentic AI 0:46:11 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of J.P.Morgan US Smaller Companies (JUSC). Future profiles include Tritax Big Box REIT (BBOX) and The Schiehallion Fund (MNTN). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 270 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

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274: Money Makers Investment Trusts Podcast - with Mark Boggett (10 May 2025) 48:51

منذ 9 weeks48:51

48:51

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Mark Boggett, CEO of Seraphim Space, the management firm for Seraphim Space Investment Trust (SSIT). The potential positives for this 2021 IPO trust are stacking up - not least the large projected boost to European defence spending - but the trust is caught in the sectoral trap of wide discounts. Could this nevertheless be its breakout year? Listen in for some good reasons why it mght. This discussion was recorded on Tuesday 06 May 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:00:44 - How Mark became involved in the space business 0:03:22 - How SSIT fits into the overall scope of space venture capital activities 0:08:43 - The share price experience 0:17:37 - Clearing up misunderstandings on the focus of space 0:27:39 - A short break 0:28:45 - Risks and challenges as companies scale up 0:31:41 - The current difficulties with private equity 0:34:38 - Drilling down into the positions and performance of portfolio companies 0:43:36 - Hoping for positive signs in the next twelve months 0:44:24 - The need to sell holdings to raise funds 0:48:20 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of European Opportunities (EOT). Future profiles include J.P.Morgan US Smaller Companies (JUSC) and Tritax Big Box REIT (BBOX). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 270 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

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273: Money Makers Investment Trusts Podcast - with Laura Elkin and Maggie Fanari (03 May 2025) 52:16

منذ 10 weeks52:16

52:16

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Laura Elkin, lead manager of AEW UK REIT (AEWU), and Maggie Fanari, CEO of RIT Capital (RCP). These discussions were recorded on 01 May 2025 and 27 March 2025 respectively. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction - 0:00:41 - Talking to Laura Elkin, AEW UK REIT - 0:01:42 - AEWU’s Q1 2025 results - 0:02:57 - Valuations across the commercial property sector - 0:04:55 - Asset management and adding value - 0:12:32 - Raising more capital and issuing new equity - 0:13:28 - Scope for consolidation in the sector - 0:17:16 - Risks to continued strong performance - 0:20:55 - Dividend policy 0:24:53 - A short break - 0:25:59 - Talking to Maggie Fanari, RIT Capital Partners - 0:26:18 - How Maggie became CEO of RCP - 0:27:49 - Characterising RCP’s performance issues - 0:29:46 - How the brand lost its luster - 0:33:23 - Reasons for the significant discount - 0:35:35 - The cost disclosure issue - 0:38:46 - The driver for reducing private investments - 0:39:30 - How the operating environment might develop - 0:42:22 - Characterising performance - 0:43:11 - The value of the dollar - 0:44:22 - Lessons from managing a Canadian pension fund - 0:47:22 - The buyback programme - 0:49:13 - The RIT Capital offer 0:51:45 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Law Debenture Corporation (LWDB). Future profiles include European Opportunities (EOT) and J.P.Morgan US Smaller Companies (JUSC). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 270 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk…

منذ 34 weeks40:18

40:18

Money Makers

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240: Money Makers Investment Trusts Podcast - with Jack Caffrey (13 Nov 2024) 27:10

منذ 34 weeks27:10

27:10

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Jack Caffrey, co-portfolio manager at J.P.Morgan American Investment Trust (JAM). Section Timestamps: 0:00:24 - Introduction 0:00:54 - Reaction to the US election result 0:04:08 - The resilience of the US market 0:06:53 - Value as a style 0:09:03 - Tariffs 0:11:47 - The strength of the dollar 0:14:04 - A short break 0:15:00 - Risks from a changing Fed chairperson 0:16:45 - Thoughts on Tesla and Nvidia 0:20:52 - Berkshire Hathaway and Buffet’s decision to sell Apple 0:22:59 - The approach to portfolio management 0:24:45 - Sustainability of the annualised total return 0:26:30 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Temple Bar (TMPL). Future profiles include Schroder Japan (SJG) and BlackRock Latin American (BRLA). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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239: Money Makers Investment Trusts Podcast - with Martin Gilbert (09 Nov 2024) 23:59

منذ 35 weeks23:59

23:59

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Martin Gilbert, original founder of Aberdeen Asset Management, and current chairman of AssetCo. Section Timestamps: 0:00:24 - Introduction 0:00:41 - An end in sight to the tough period of the last few years? 0:02:21 - Discounts and share buy backs 0:03:55 - The use of gearing 0:04:53 - Will consolidation continue? 0:07:18 - Being an active fund manager today 0:09:30 - Does an Asian investment trust still make sense? 0:12:12 - A short break 0:13:07 - The experience so far with AssetCo 0:14:48 - Developing AssetCo 0:18:15 - Is private a better model? 0:20:41 - Attracting private investors 0:21:50 - A time for optimism or pessimism 0:23:18 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Manchester and London (MNL). Future profiles include Temple Bar (TMPL) and Schroder Japan (SJG). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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238: Money Makers Investment Trusts Podcast - with Nick Hyett and Robert Whitby-Smith (05 Nov 2024) 23:12

منذ 35 weeks23:12

23:12

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Nick Hyett, investment manager at Wealth Club, and Robert Whitby-Smith, partner in Albion Capital. Section Timestamps: 0:00:24 - Introductions 0:01:32 - Reaction to the budget 0:04:31 - Performance of tax-efficient products so far this year 0:08:23 - Looking at the VCT market overall 0:11:37 - A short break 0:12:32 - Interest rates and the broader market environment 0:17:44 - Diversification of holdings 0:20:24 - Changes in an ideal world 0:22:31 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Manchester and London (MNL). Future profiles include Temple Bar (TMPL) and Schroder Japan (SJG). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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237: Money Makers Investment Trusts Podcast - with Peter Spiller (02 Nov 2024) 25:24

منذ 36 weeks25:24

25:24

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Peter Spiller, manager of Capital Gearing Trust (CGT). We apologise for the poor line quality in the call for this discussion. An edited transcript is available for those who would prefer to read this interview: https://money-makers.co/2024/11/04/podcast-transcript-peter-spiller-237/ Section Timestamps: 0:00:24 - Introduction 0:00:36 - The Budget in general 0:07:10 - Inheritance tax and the non-dom status 0:08:37 - Farming 0:11:32 - Tax changes for savings and investments 0:12:48 - A short break 0:13:44 - Overall picture for the UK market 0:17:17 - Gilts 0:19:30 - US Presidential election 0:22:19 - Context on what is seen around the world 0:24:36 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of CQS New City High Yield (NCYF). Future profiles include Manchester and London (MNL) and Temple Bar (TMPL). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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236: Money Makers Investment Trusts Podcast - with Prashant Khemka (30 Oct 2024) 35:31

منذ 36 weeks35:31

35:31

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Prashant Khemka, manager of Ashoka WhiteOak Emerging Markets Trust (AWEM) and the Ashoka India Equity Trust (AIE). Section Timestamps: 0:00:24 - Introduction 0:01:13 - Thoughts on the Asia Dragon merger with Invesco Asia 0:04:28 - Emerging markets in general 0:11:37 - The significance of China in emerging markets 0:15:30 - Thc characterisation of value in India and China 0:19:33 - A short break 0:20:28 - Why own a global emerging markets trust over just an Indian trust? 0:22:00 - Volatility of the Indian and Chinese markets 0:27:12 - The US election 0:29:21 - How geopolitics might impact on India 0:31:18 - The impact of cost disclosure 0:32:58 - The case for investing in this trust over others in emerging markets 0:34:48 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of CQS New City High Yield (NCYF). Future profiles include Manchester and London (MNL) and Temple Bar (TMPL). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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235: Money Makers Investment Trusts Podcast - with Richard Shepherd-Cross (26 Oct 2024) 43:41

منذ 37 weeks43:41

43:41

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Richard Shepherd-Cross, manager of the Custodian Property Income REIT (CREI) to discuss the trust. Section Timestamps: 0:00:23 - Introduction 0:00:51 - Looking back over ten years of CREI 0:03:14 - Pros and cons of managing a commercial property trust 0:08:12 - Capital growth 0:13:08 - Cost of ownership and cost disclosure 0:16:37 - Gearing 0:21:04 - A short break 0:21:59 - The discount 0:31:00 - The merger proposal with Abrdn Property Income (API) 0:34:35 - Are investment trusts really the best structure for commercial property? 0:39:03 - Risk of an undervalued takeover 0:42:59 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Mid Wynd International (MWY). Future profiles include CQS New City High Yield (NCYF) and Manchester and London (MNL). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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234: Money Makers Investment Trusts Podcast - with Andrew McHattie (21 Oct 2024) 44:44

منذ 38 weeks44:44

44:44

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Andrew McHattie to discuss the markets. Section Timestamps: 0:00:24 - Introduction 0:00:37 - An overview of the markets around the world 0:03:08 - Alliance Witan (ALW) 0:09:08 - Tetragon Financial (TFG) 0:13:28 - Digital 9 Infrastructure (DGI9) 0:17:22 - Crystal Amber Fund (CRS) 0:20:21 - A short break 0:21:16 - Redemption opportunities 0:22:00 - AVI Japan Opportunity Trust (AJOT) 0:24:56 - Bellevue Healthcare (BBH) 0:29:43 - Mercantile Investment Trust (MRC) 0:31:38 - Gearing 0:33:08 - Literacy Capital (BOOK) 0:37:18 - Battery storage trusts (GSF, HEIT) 0:42:38 - Thoughts on performance this year 0:44:02 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle will feature a profile of Mid Wynd International (MWY), due to publication on 23 October. Future profiles include CQS New City High Yield (NCYF) and Manchester and London (MNL). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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233: Money Makers Investment Trusts Podcast - with George Ensor (16 Oct 2024) 43:46

منذ 38 weeks43:46

43:46

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by George Ensor, manager of the River UK Micro Cap Investment Trust (RMMC). Section Timestamps: 0:00:23 - Introducing this week’s guest 0:01:06 - The basic proposition 0:07:19 - Potential actions from the new government affecting the AIM IHT issue 0:09:30 - Exposure to trusts affected by potential budget changes 0:11:17 - The redemption facility 0:16:12 - Stockpicking philosophy 0:31:13 - A short break 0:32:08 - Selling stocks that are no longer defined as micro-cap 0:34:44 - Activism 0:36:09 - Reforming the UK equity market 0:40:28 - Why invest in the micro-cap trust 0:43:04 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Henderson Opportunities (HOT). Future profiles include Mid Wynd International (MWY) and CQS New City High Yield (NCYF). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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232: Money Makers Investment Trusts Podcast - with Evy Hambro (11 Oct 2024) 28:34

منذ 39 weeks28:34

28:34

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Evy Hambro, manager of the BlackRock World Mining Trust (BRWM). Section Timestamps: 0:00:23 - The overall macro position 0:06:12 - AI and commodities 0:10:04 - The impact of the dollar 0:11:38 - A short break 0:12:33 - M&A activity 0:17:51 - Talking about the Trust (BRWM) 0:19:19 - Assumptions over the past two years that didn’t work out 0:22:48 - The dividend 0:24:47 - The share price and the discount 0:25:37 - Valuations 0:27:44 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Edinburgh Worldwide (EWI). Future profiles include Henderson Opportunities (HOT) and Mid Wynd International (MWY). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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231: Money Makers Investment Trusts Podcast - with Ben Conway and Nick Greenwood (10 Oct 2024) 42:37

منذ 39 weeks42:37

42:37

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Ben Conway, head of fund management at Hawksmoor Investment Management, and Nick Greenwood, manager of the MIGO Opportunities Trust (MIGO). Section Timestamps: 0:01:14 - Introducing this edition’s guests 0:01:47 - A note on jargon 0:02:54 - Context of this week’s treasury announcement 0:11:29 - Good news for the investment trusts sector 0:14:20 - An unexpected announcement 0:18:34 - Correlation between interest rates and changing discounts 0:21:12 - A short break 0:22:08 - Assessing fees on market cap 0:26:51 - Looking for opportunities in discounts 0:27:38 - Consolidation, supply, and trust sizes 0:37:14 - The wider world 0:39:51 - Recent changes to the MIGO portfolio 0:41:35 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Edinburgh Worldwide (EWI). Future profiles include Henderson Opportunities (HOT) and Mid Wynd International (MWY). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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230: Money Makers Investment Trusts Podcast - with Simon Edelsten and Anthony Leatham (05 Oct 2024) 48:26

منذ 40 weeks48:26

48:26

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, reviews the week in the markets and speaks to Simon Edelsten, former fund manager at Mid Wynd International, and Anthony Leatham, head of investment trust research at Peel Hunt. Section Timestamps: 0:00:25 - A discussion with Simon Edelsten and Anthony Leatham 0:00:51 - An overview of the global equities sector 0:01:46 - What is a global equity trust seeking to achieve? 0:06:17 - The proportion to invest in global equity trusts and the benchmark to use 0:14:14 - Passive funds as an alternative 0:22:31 - A short break 0:23:27 - Discount anomalies and buybacks 0:26:06 - Trusts investing in private assets 0:34:26 - Measures of risk 0:40:35 - Where we are in the market cycle 0:47:46 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Bellevue Healthcare (BBH). Future profiles include Edinburgh Worldwide (EWI) and Henderson Opportunities (HOT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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229: Weekly Investment Trusts Podcast - with Sachin Saggar (28 Sep 2024) 31:25

منذ 41 weeks31:25

31:25

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, reviews the week in the markets and speaks to Sachin Saggar, alternatives investment trusts analyst at Stifel. Section Timestamps: 0:00:39 - This week’s guest 0:01:13 - Review of the week 0:03:08 - Results and the Money Makers Circle 0:04:58 - Changes to the podcast 0:06:17 - Q&A with Sachin Saggar 0:07:17 - Will the sector trade at a premium to NAV in the future? 0:09:02 - Reliability of NAVs 0:14:50 - The case for standardised disclosures 0:16:29 - Limited opportunity to raise new equity 0:20:57 - Reactions to proposals to buy into the alternative assets sector 0:24:15 - Evaluating the performance of alternative assets trusts 0:27:47 - Is there still value to be found across the sector? 0:28:21 - Looking at earnings multiples 0:29:44 - Cost disclosure 0:30:44 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Global Opportunities Trust (GOT). Future profiles include Bellevue Healthcare (BBH) and Edinburgh Worldwide (EWI). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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228: Weekly Investment Trusts Podcast - with Craig Baker and Duncan MacInnes (21 Sep 2024) 48:43

منذ 42 weeks48:43

48:43

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, reviews the week in the markets and speaks to Craig Baker, chair of the investment committee at the Alliance Trust (ATST), and Duncan MacInnes, manager of the Ruffer Investment Company (RICA). Section Timestamps: 0:00:36 - AIC Best Broadcast Journalist Award 0:01:18 - Money Makers Circle 0:03:02 - This week’s guests 0:03:48 - Review of the week 0:05:28 - Podcast format changes 0:05:44 - Q&A with Craig Baker and Duncan MacInnes 0:05:44 - The Federal Reserve's decision to cut interest rates 0:08:14 - A return to a Goldilocks environment? 0:10:00 - Confidence in the returns from the equity market 0:12:02 - Summarising Ruffer's latest results 0:14:45 - AI and the Magnificent Seven 0:23:26 - The US election 0:29:19 - The US vs the rest of the world 0:32:30 - The UK equity market 0:35:50 - Impressions of the new government 0:38:18 - Cost disclosure reporting 0:40:04 - The Alliance Trust and Witan merger 0:43:08 - The discount on the trusts. 0:45:57 - Final comments 0:48:02 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of abrdn UK Smaller Companies Growth (AUSC). Future profiles include Global Opportunities Trust (GOT) and Bellevue Healthcare (BBH). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 230 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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227: Weekly Investment Trusts Podcast - with Andrew McHattie and Chris Clothier (14 Sep 2024) 1:03:55

منذ 43 weeks1:03:55

1:03:55

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trust Newsletter, and Chris Clothier, co-CIO at CG Asset Management, the manager of Capital Gearing Trust (CGT). Section Timestamps: 0:00:39 - This week's guests 0:01:46 - Review of the week 0:03:24 - Money Makers Circle 0:04:13 - Q&A with Andrew McHattie 0:04:13 - Summer performance 0:05:18 - Consolidation in the renewables sector 0:12:06 - Battery storage trusts 0:19:59 - Commercial property 0:26:26 - Other trusts at risk 0:33:38 - A more positive message 0:35:49 - Q&A with Chris Clothier 0:35:58 - The year so far and a period of heightened volatility 0:36:55 - Any meaning within the August spike 0:39:45 - Conquering inflation 0:44:54 - The position of Capital Gearing Trust 0:53:19 - Commercial property and discounts to NAV 0:56:54 - Private equity 0:59:10 - Reflecting on last year's legal issue 1:00:40 - Trust performance figures 1:03:14 - Close Trusts mentioned (with tickers) include: Ecofin US Renewables (RNEW), Aquila European Renewables (AERS), Triple Point Energy Transition (TENT), Gore Street Energy Storage (GSF), Greham House Energy Storage (GRID), Harmony Energy Income Trust (HEIT), Dunedin Enterprise Investment Trust (DNE), Balanced Commercial Property Trust (BCPT), Tritax Eurobox (EBOX), LondonMetric Property (LMP), Keystone Positive Change (KPC), J.P.Morgan Global Core Real Assets (JARA), Digital 9 Infrastructure (DGI9), PRS REIT (PRSR), BH Macro (BHMG), Aquila European Renewables (AERS), Smithson (SSON), RIT Capital Partners (RCP), Calendonia Investments (CLDN). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Smithson Investment Trust (SSON). Future profiles include abrdn UK Smaller Companies Growth (AUSC) and Global Opportunities Trust (GOT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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226: Weekly Investment Trusts Podcast - with Kenneth MacKenzie and John Singer (07 Sep 2024) 1:05:15

منذ 44 weeks1:05:15

1:05:15

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Kenneth MacKenzie, founder and manager of Target Healthcare REIT (THRL), and John Singer, chairman of Pantheon International (PIN). Section Timestamps: 0:00:39 - This week's guests 0:01:17 - Review of the week 0:03:53 - Corporate news and announcements 0:08:42 - Money Makers Circle 0:09:23 - Q&A with Kenneth MacKenzie 0:09:35 - Why start the investment trust 0:13:10 - The business model 0:15:31 - The supply of purpose-built real estate 0:17:43 - Income generation and quality control 0:20:42 - Assessing investment trust performance 0:22:02 - Inflation linkage 0:23:53 - Potential for government changes to social care 0:26:55 - The discount 0:31:35 - Gearing 0:32:29 - Restrictions on issuing shares at a discount to NAV 0:34:18 - Income and dividend paying capacity 0:35:56 - Q&A with John Singer 0:37:20 - Developing trust in private equity 0:58:10 - The cost disclosure issue 1:02:56 - The impact of potential changes from the new government 1:04:34 - Close Trusts mentioned (with tickers) include: J.P.Morgan European Discovery Trust (JEDT), Allianz Technology (ATT), HgCapital Trust (HGT), Schroder Capital Global Innovation Trust (INOV), Literacy Capital (BOOK), CT Private Equity (CTPE), BlackRock World Mining (BRWM), BBGI Global Infrastructure (BBGI), Chelverton UK Dividend Trust (SDV), Third Point Investors (TPOU), PRS REIT (PRSR). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of abrdn Asia Focus (AAS). Future profiles include Smithson Investment Trust (SSON) and abrdn UK Smaller Companies Growth (AUSC). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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225: Weekly Investment Trusts Podcast - with Jon Ingram (31 Aug 2024) 50:14

منذ 45 weeks50:14

50:14

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Jon Ingram, co-manager of the J.P.Morgan European Discovery Trust (JEDT). Section Timestamps: 0:00:53 - This week's guests 0:01:58 - Review of the week 0:06:51 - Summary of results, corporate news and announcements 0:10:40 - Money Makers Circle 0:12:18 - A question to ChatGPT 0:12:48 - Coming up in future weeks and next week's interview 0:13:50 - Q&A with Jon Ingram 0:14:31 - Changes in how the trust will be run 0:17:40 - Distinctiveness of the trust 0:21:12 - Gearing 0:26:21 - The driver for extreme valuations 0:32:04 - The trust's universe 0:34:38 - The outlook for Europe 0:38:00 - Current weightings 0:40:43 - Technology in Europe vs the US 0:44:17 - AI in the research process 0:48:13 - Why now is a good time to look at the trust 0:49:33 - Close Trusts mentioned (with tickers) include: J.P.Morgan European Discovery Trust (JEDT), Allianz Technology (ATT), HgCapital Trust (HGT), Schroder Capital Global Innovation Trust (INOV), Literacy Capital (BOOK), CT Private Equity (CTPE), BlackRock World Mining (BRWM), BBGI Global Infrastructure (BBGI), Chelverton UK Dividend Trust (SDV), Third Point Investors (TPOU), PRS REIT (PRSR). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. There is no new fund profile this week while profile author Stuart Watson is away, but last week the Circle featured Ecofin Global Utilities and Infrastructure (EGL). Future profiles will include abrdn Asia Focus (AAS) and Smithson Investment Trust (SSON). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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224: Weekly Investment Trusts Podcast - with Elliott Hardy and Ian Lance (24 Aug 2024) 33:12

منذ 46 weeks33:12

33:12

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Elliott Hardy, private equity research analyst at Winterflood Securities, and Ian Lance, co-manager of the Temple Bar Investment Trust (TMPL). Due to technical issues, the audio quality for the discussion with Ian Lance is particularly poor for which we apologise. As a result, we have a transcript of this interview available for download from the website - money-makers.co/podcasts Section Timestamps: 0:00:39 - Review of the week 0:01:42 - This week's guests 0:02:29 - Money Makers Circle 0:03:16 - Summary of results 0:04:40 - Subscribe on YouTube, Spotify, Soundcloud and others 0:05:05 - Q&A with Elliott Hardy 0:05:18 - Development of the listed private equity market this year 0:07:16 - The global state of private equity 0:10:44 - Scepticism about reported NAVs 0:12:24 - The early August sharp market sell-off 0:13:30 - The underlying performance of portfolio companies 0:15:30 - The growth capital sector 0:16:43 - The outlook for fund of funds trusts 0:18:09 - Boards' responses to wide discounts 0:20:54 - Q&A with Ian Lance (transcript available at the website) 0:21:03 - Positives and negatives in the reporting period 0:24:54 - Reform in the UK stock market 0:25:59 - Outlook for the dividend 0:28:24 - A lower interest rate environment 0:29:35 - Investing outside of the UK market 0:31:16 - Gearing 0:32:31 - Close Trusts mentioned (with tickers) include: Temple Bar Investment Trust (TMPL), Baillie Gifford US Growth (USA), Partners Group Private Equity (PEY), Riverstone Energy (REL), Diverse Income Trust (DIVI), RM Infrastructure Income Trust (RMII), Regional RIET (RGL), Baillie Gifford Japan (BGFD), Gieger Counter (GCL), HgCapital Trust (HGT), 3i Group (III), ICG Enterprise Trust (ICGT), Seraphim Space Investment Trust (SSIT), Schiehallion Fund (MNTN), Chrysalis (CHRY), Pantheon International (PIN). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Ecofin Global Utilities and Infrastructure (EGL). Future profiles include abrdn Asia Focus (AAS) and Smithson Investment Trust (SSON). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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223: Weekly Investment Trusts Podcast - with Andrew McHattie (17 Aug 2024) 40:14

منذ 47 weeks40:14

40:14

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, has returned from holiday and is joined by Andrew McHattie, editor of the Investment Trust Newsletter, to review the week in the markets. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:01:17 - Money Makers Circle 0:01:54 - Q&A with Andrew McHattie 0:01:45 - The early August market meltdown 0:05:39 - Results from the investment trusts sector 0:05:52 - J.P.Morgan American (JAM) 0:09:54 - J.P.Morgan Claverhouse (JCH) 0:13:23 - Murray International (MYI) 0:18:38 - JLEN Environmental Assets (JLEN) 0:22:40 - Biopharma Credit (BPCR) 0:25:27 - Bellevue Healthcare (BBH) 0:29:45 - Syncona (SYNC) 0:35:26 - Riverstone Credit Opportunities (RCOI) 0:39:38 - Close Trusts mentioned (with tickers) include: J.P.Morgan American (JAM), J.P.Morgan Claverhouse (JCH), 3i Group (III), Murray International (MYI), J.P.Morgan Global Growth and Income (JGGI), Scottish American (SAIN), JLEN Environmental Assets (JLEN), 3i Infrastructure (3IN), Biopharma Credit (BPCR), Bellevue Healthcare (BBH), Syncona (SYNC), International Biotechnology Trust (IBT), Biotech Growth Trust (BIOG), RTW Biotech Opportunities (RTW), Worldwide Healthcare Trust (WWH), Riverstone Credit Opportunities (RCOI), GCP Asset Backed Income (GABI), Riverstone Energy (RSE), Blackstone Global Loan Financing (BGLF). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Edinburgh Investment Trust (EDIN). Future profiles include Ecofin Global Utilities and Infrastructure (EGL) and abrdn Asia Focus (AAS). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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222: Weekly Investment Trusts Podcast - with Denis Jackson and Laura Foll (03 Aug 2024) 38:39

منذ 49 weeks38:39

38:39

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis remains on holiday, so Stuart Watson fills in once again, providing the latest news and events from the past week. Despite the break, Jonathan still had the opportunity to speak with Denis Jackson and Laura Foll from Law Debenture (LWDB), the UK equity income trust. The podcast itself will take a short break next week, but is scheduled to return with the next edition on Saturday 17 August 2024. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - This week's guests 0:00:56 - Review of the week 0:02:24 - Summary of results 0:04:23 - Corporate news and announcements 0:06:25 - Money Makers Circle and a short break for the podcast 0:06:51 - Q&A with Denis Jackson and Laura Foll 0:07:09 - The unique structure of Law Debenture 0:14:19 - Procyclicality of the business 0:17:31 - Sustainability of performance 0:20:57 - The result of the election 0:26:41 - Taking advantage of trading at par 0:27:36 - Share register trends 0:29:23 - Law Debenture's part in consolidation 0:30:05 - The main risks 0:34:07 - Comparing LWDB, LWI, and HOT 0:37:06 - Missing out on being an AIC Dividend Hero 0:38:03 - Close Trusts mentioned (with tickers) include: CT Managed Portfolio (CMPI/CMPG), Pantheon International (PIN), Henderson Smaller Companies (HSL), Smithson (SSON), RIT Capital Partners (RCP), Scottish American (SAIN), F&C Investment Trust (FCIT), J.P. Morgan Japanese (JFJ), J.P. Morgan Japan Small Cap Growth & Income (JSGI), Chrysalis (CHRY), BioPharma Credit (BPCR), Pershing Square Holdings (PSH), Hipgnosis Songs (SONG), Law Debenture (LWDB), Lowland Investment Company (LWI), Henderson Opportunities Trust (HOT). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. Due to the August break there is no new fund profile available this week, but you can look forward to future profiles including Oryx International Growth (OIG) and the Edinburgh Investment Trust (EDIN). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

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221: Weekly Investment Trusts Podcast - with Andrew Ross and Dean Buckley (27 Jul 2024) 41:21

منذ 50 weeks41:21

41:21

In this week's edition of the Weekly Investment Trust Podcast, Stuart Watson fills in for Jonathan Davis who is away on holiday, to provide the latest news and events from the past week. Before going away however, Jonathan did get the opportunity to speak with Dean Buckley and Andrew Ross, chairmen of the Alliance Trust (ATST) and Witan Investment Trust (WTN) respectively - two trusts which are in the process of a merger. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - This week's guests 0:01:00 - Review of the week 0:01:49 - Summary of results 0:03:40 - Corporate news and announcements 0:05:09 - Money Makers Circle 0:05:38 - Q&A with Dean Buckley and Andrew Ross 0:06:30 - Witan's path to the strategic review and the deal with Alliance 0:09:55 - Alliance's motivation for the deal 0:12:16 - Bringing in the discount 0:14:01 - Difficulties in delivering a distinctive approach in a volatile world 0:16:41 - Risks of losing money from the merger? 0:19:00 - Discount control and gearing 0:21:30 - Pressures faced by the investment trusts sector 0:27:07 - The UK market 0:32:45 - Dividends 0:35:44 - The cash offer 0:38:56 - General state of affairs 0:40:45 - Close Trusts mentioned (with tickers) include: Taylor Maritime (TMI), MIGO Opportunities (MIGO), Invesco Asia (IAT), BlackRock Throgmorton (THRG), Herald (HRI), Law Debenture (LWDB), Alliance Trust (ATST), Finsbury Growth & Income (FGT), JPMorgan European Discovery (JEDT), Bluefield Solar Income (BSIF), Baillie Gifford Japan (BGFD), AVI Global (AGT), Pershing Square Holdings (PSH). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Henderson European Trust (HET). Future profiles include Oryx International Growth (OIG) and Edinburgh Investment Trust (EDIN). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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220: Weekly Investment Trusts Podcast - with Andrew McHattie (20 Jul 2024) 50:09

منذ 51 weeks50:09

50:09

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trust Newsletter. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:04:46 - Corporate news, announcements, and results 0:06:46 - This week's guest 0:06:55 - Money Makers Circle 0:07:44 - An upcoming break 0:08:18 - Q&A with Andrew McHattie 0:08:53 - Polar Capital Technology (PCT) 0:17:28 - 3i Group (III) 0:21:48 - Odyssean Investment Trust (OIT) and UK small caps 0:25:57 - Regional REIT (RGL) 0:29:21 - Home REIT (HOME) 0:33:13 - Shipping 0:36:41 - Battery storage 0:42:45 - Chrysalis (CHRY) 0:45:46 - Hopes for the autumn 0:49:33 - Close Trusts mentioned (with tickers) include: Tufton Oceanic (SHIP), BioPharma Credit (BPCR), New Star Investment Trust (NSI), Manchester and London (MNL), Polar Capital Technology (PCT), Scottish Mortgage Trust (SMT), BlackRock World Mining (BRWM), Brunner Investment Trust (BUT), 3i Group (III), PRS REIT (PRSR), Ruffer Investment Company (RICA), Odyssean Investment Trust (OIT), Regional REIT (RGL), Home REIT (HOME), Allianz Technology Trust (ATT), Rockwood Strategic (RKW), Oryx International Growth (OIG), Taylor Maritime Investments (TMI), Gore Street Energy Storage (GSF), Gresham House Energy Storage (GRID), Harmony Energy Income Trust (HEIT), Chrysalis (CHRY), Schroder British Opportunities Trust (SBO). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Fidelity China Special Situations (FCSS). Future profiles include Henderson European Trust (HET) and Oryx International Growth (OIG). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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219: Weekly Investment Trusts Podcast - with Andrew Jones (13 Jul 2024) 35:37

منذ 52 weeks35:37

35:37

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Andrew Jones, CEO of LondonMetric Property which recently acquired two listed UK commercial property investment trusts - CT Property (CTPT) and LXi REIT (LXI). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:01:37 - This week's guest 0:02:22 - Corporate news and announcements 0:04:00 - Summary of results 0:05:14 - Money Makers Circle 0:05:42 - AIC Annual Investment Trust Media Awards 0:06:29 - Q&A with Andrew Jones 0:07:06 - Origin of the CTPT and LXI deals 0:12:14 - Self-managed vs externally managed 0:13:44 - Justifying the deals 0:14:51 - Objectives of the company 0:16:31 - The property cycle 0:19:32 - Exposure to retail 0:21:46 - Interest in specific sectors 0:22:40 - Macro concerns 0:25:35 - Responding to the difficulties in the sector 0:27:34 - Limits on the size of the company 0:28:17 - The role of government 0:29:30 - Consideration of expansion outside of the UK 0:29:45 - The changing environment 0:35:02 - Close Trusts mentioned (with tickers) include: International Biotechnology Trust (IBT), Biotech Growth Trust (BIOG), Aberforth Smaller Companies (ASL), Abrdn UK Smaller Companies (AUSC), BlackRock Throgmorton (THRG), International Public Partnerships (INPP), BBGI Global Infrastructure (BBGI), TwentyFour Income Fund (TFIF), Miton UK Microcap (MINI), Chrysalis (CHRY), Schiehallion (MNTN), Edinburgh Worldwide (EWI), Schroder British Opportunities (SBO), Odyssean Investment Trust (OIT), CT Property Trust (CTPT), LXi REIT (LXI), Regional REIT (RGL). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Target Healthcare REIT (THRL). Future profiles include Fidelity China Special Situations (FCSS) and Henderson European Trust (HET). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. The Circle also features portfolio performance reports from two regular contributors, and a column about stock market bubbles by financial historian, Edward Chancellor. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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218: Weekly Investment Trusts Podcast - with John Newlands and Ewan Lovett-Turner (06 Jul 2024) 46:21

منذ 1 year46:21

46:21

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to John Newlands, the investment trust historian, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:03:12 - This week's guests 0:05:34 - Corporate news and announcements 0:06:58 - Money Makers Circle 0:07:44 - Q&A with John Newlands and Ewan Lovett-Turner 0:08:15 - Reaction to the general election result 0:13:17 - Private equity sector and discounts 0:24:24 - Changing interest rate expectations 0:27:00 - Sector consolidation 0:30:49 - Trusts at risk 0:33:54 - Renewables and infrastructure 0:36:36 - Commercial property 0:37:48 - Scandals and governance 0:42:51 - Opportunities and headwinds 0:45:45 - Close Castelnau Group (CGL), Seraphim Space Investment Trust (SSIT), Syncona (SYNC), Greencoat UK Wind (UKW), Bluefield Solar Income Fund (BSIF), Regional REIT (RGL), Aurora Investment Trust (ARR), Artemis Alpha Trust (ATS), Monks Investment Trust (MNKS), Oryx International Growth (OIG), AEW UK REIT (AEWU), HgCapital Trust (HGT), HarbourVest Global Private Equity (HVPE), Pantheon International (PIN), Oakley Capital Investments (OCI), Literacy Capital (BOOK), Witan Trust (WTAN), Alliance Trust (ATST). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Schroder AsiaPacific (SDP). Future profiles include Target Healthcare REIT (THRL) and Fidelity China Special Situations (FCSS). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. Jonathan has also recorded a video review looking back at the markets over the first half of the year. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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217: Weekly Investment Trusts Podcast - with Ed Balls, Nick Macpherson, Sandy Nairn (29 Jun 2024) 57:36

منذ 1 year57:36

57:36

In this week's special edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and looks at the possible impact of a likely incoming Labour government in Thursday's coming election. Joining him to discuss this are three distinguished guests - Ed Balls, journalist and broadcaster, and former MP and minister; Nick Macpherson, Lord Macpherson of Earl's Court and former permanent secretary to the Treasury; and Sandy Nairn, executive director of Global Opportunities Trust (GOT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 – This week’s guests 0:01:43 – Review of the week 0:02:54 – Corporate news and announcements 0:04:53 – Summary of results 0:06:14 – Money Makers Circle 0:06:53 – Q&A with Ed Balls, Nick Macpherson, and Sandy Nairn 0:07:28 – Recalling 1997 0:19:18 – The role of the civil service 0:22:16 – Reform of the Treasury 0:27:55 – Market reaction to a falling dept to GDP ratio 0:30:40 – Devolution and planning 0:38:50 – Ruling out tax rises 0:45:47 – Immigration 0:50:36 – Post-election hopes and worries 0:57:00 – Close Trusts mentioned this week (with tickers): Witan Investment Trust (WTAN), Alliance Trust (ATST), SDCL Energy Efficiency Income Trust (SEIT), Triple Point Energy Transition (TENT), Harmony Energy Income Trust (HEIT), Augmentum Fintech (AUGM), Regional REIT (RGL), Rockwood Strategic (RKW). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Premier Miton Global Renewables (PMGR). Future profiles include Schroder AsiaPacific (SDP) and Target Healthcare REIT (THRL). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comrehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 220 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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216: Weekly Investment Trusts Podcast - with Peter Hewitt and Andrew McHattie (22 Jun 2024) 43:43

منذ 1 year43:43

43:43

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG), and Andrew McHattie, editor of the Investment Trust Newsletter. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:01:33 - Corporate news and announcements 0:03:18 - This week's guests 0:03:47 - Money Makers Circle 0:04:53 - Q&A with Peter Hewitt and Andrew McHattie 0:05:17 - Winterflood Investment Trust Conference 0:07:52 - The general mood 0:12:25 - The behaviour of discounts 0:18:02 - The accuracy of NAVs 0:23:34 - New issues 0:33:10 - Improving the attractiveness of the UK 0:37:54 - Latest activities 0:43:07 - Close Trusts mentioned this week (with tickers): Hansa (HAN), Ashoka WhiteOak Emerging Markets (AWEM), Cordiant Digital Infrastructure (CORD), Montenaro UK Smaller Companies (MTU), J.P.Morgan European Discovery (JEDT), J.P.Morgan Japan Small Cap Growth and Income (JSGI), JLEN Environmental Assets (JLEN), NextEnergy Solar Fund (NESF), Henderson Opportunities Trust (HOT), BlackRock Income and Growth (BRIG), BlackRock World Mining (BRWM), BH Macro (BHMG), Mercantile Investment Trust (MRC), Temple Bar (TMPL), 3i Infrastructure (3IN), BlackRock Frontiers (BRFI), Pershing Square Holdings (PSH), The Renewables Infrastructure Group (TRIG), Impact Healthcare (IHR), Aquila European Renewables (AERS), Digital 9 Infrastructure (DGI9), Special Opportunities REIT (SOR), CT Global Managed Portfolio Trust (CMPG/CMPI), Manchester and London (MNL), Allianz Technology (ATT), Polar Capital Technology (PCT), 3i Group (III), Scottish Mortgage (SMT), J.P.Morgan UK Small Cap Growth and Income (JUGI), Hipgnosis Songs Fund (SONG), HarbourVest Global Private Equity (HVPE). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Aurora Investment Trust (ARR). Future profiles include Premier Miton Global Renewables (PMGR) and Schroder AsiaPacific (SDP). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comrehensive summary of all the latest news. The content of that email is also available for subscribers via the website. Finally, an Election Special is planned for release later this month, looking at the likely outcome of the vote and the impact for investors. More details will be announced in due course. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 210 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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215: Weekly Investment Trusts Podcast - with Marcus Phayre-Mudge and James Dawes (15 Jun 2024) 58:47

منذ 1 year58:47

58:47

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Marcus Phayre-Mudge, manager of TR Property (TRY), and James Dawes, finance director at 3i Infrastructure (3IN). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:02:08 - This week's guests 0:02:39 - Summary of results 0:04:09 - Money Makers Circle 0:04:59 - Q&A with Marcus Phayre-Mudge 0:05:59 - Early comments on Special Opportunities REIT (SOR) 0:11:39 - TR Property, the trust 0:18:16 - Opportunities in the sector 0:24:40 - Consolidation 0:31:48 - Discounts 0:37:15 - Potential impacts from the upcoming UK election 0:40:19 - Q&A with James Dawes 0:40:44 - Why 3i Infrastructure? 0:42:22 - A change in strategy 0:46:49 - The market for infrastructure 0:49:03 - Trends in the portfolio 0:50:33 - The discount 0:54:10 - Incentives in the structure 0:55:49 - Looking to the future 0:58:11 - Close Trusts mentioned this week (with tickers): TR Property (TRY), Abrdn New India (ANII), Lindell Train Investments (LTI), Baillie Gifford UK Growth Trust (BGUK), Odyssean Investment Trust (OIT), Fidelity China Special Situations (FCSS), Custodian REIT (CREI), Value and Indexed Property Income (VIP), Tritax Eurobox (EBOX), UK Commercial Property (UKCM), Tritax Big Box (BBOX), LondonMetric Property (LMP), Custodian RIET (CREI), Abrdn Property Income (API), Balanced Commercial Property Trust (BCPT), Picton Property Income (PCTN), Phoenix Spree Deutschland (PSDL). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of BlackRock Smaller Companies (BRSC). Future profiles include Aurora Investment Trust (ARR) and Premier Miton Global Renewables (PMGR). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comrehensive summary of all the latest news. The content of that email is also available for subscribers via the website. Finally, an Election Special is planned for release later this month, looking at the likely outcome of the vote and the impact for investors. More details will be announced in due course. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 210 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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214: Weekly Investment Trusts Podcast - with Nick Greenwood and Ben Conway (08 Jun 2024) 48:08

منذ 1 year48:08

48:08

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Ben Conway, head of fund management at Hawksmoor Investment Management, and Nick Greenwood, manager of the MIGO Opportunities Trust (MIGO). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:03:18 - Summary of results 0:03:55 - Money Makers Circle 0:04:26 - Upcoming election special 0:05:12 - Q&A with Nick Greenwood and Ben Conway 0:05:33 - Reaction to the election 0:07:35 - Interest rate cuts 0:08:26 - Cost disclosure 0:12:04 - Fair value requirements 0:18:59 - Progress of the investment trusts sector 0:23:34 - A potential IPO 0:27:25 - Asia Dragon (DGN) developments 0:28:38 - The Indian market post-election 0:29:57 - Emerging markets in general 0:32:07 - Looking at Georgia 0:34:27 - Private equity and growth capital 0:39:34 - Biotech 0:42:50 - Future pension fund interest in the sector 0:47:32 - Close Trusts mentioned this week (with tickers): Gresham House Energy Storage (GRID), Polar Capital Technology (PCT), Manchester and London (MNL), Pershing Square Holdings (PSH), Biotech Growth Trust (BIOG), Worldwide Healthcare (WWH), Templeton Emerging Markets (TEM), HICL Infrastructure Trust (HICL), Aquila European Renewables (AERS), Atrato Onsite Energy (ROOF), Cordiant Digital (CORD), Asia Dragon Trust (DGN), Oakley Capital Investments (OCI), NB Private Equity (NBPE), Literacy Capital (BOOK), HgCapital Trust (HGT), 3i Group (III), International Biotech Trust (IBT), RTW Biotech (RTW), HarbourVest Global Private Equity (HVPE), Odyssean Investment Trust (OIT), River & Mercantile UK Micro Cap (RMMC). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Scottish Mortgage (SMT). Future profiles include BlackRock Smaller Companies (BRSC) and Aurora Investment Trust (ARR). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts including some of his most recent trust purchases, and includes a comrehensive summary of all the latest news. Jonathan has also recorded a video looking at the gilts market for any signs of imminent interest rate cuts. The content of that email is also available for subscribers via the website. Finally, an Election Special is planned for release later this month, looking at the likely outcome of the vote and the impact for investors. More details will be announced in due course. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 210 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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213: Weekly Investment Trusts Podcast - with Jim Strang (01 Jun 2024) 34:08

منذ 1 year34:08

34:08

This week, Jonathan Davis, editor of the Investment Trusts Handbook, is away and cannot bring the usual summary of news and results. However, he was able to speak with Jim Strang, chairman of HgCapital. The normal format will return next Saturday, 08 June 2024. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - A shorter podcast than normal 0:01:02 - Money Makers Circle 0:01:23 - This week's guest 0:01:56 - Q&A with Jim Strang 0:02:20 - The private equity sector over the past couple of years 0:05:00 - Performance of private equity vs listed markets 0:08:25 - The shift from public to private markets 0:11:13 - Supply and demand 0:13:28 - M&A activity 0:16:06 - HgCapital and the structural advantages of listed private equity trusts 0:19:03 - The last few years for HgCapital and its discount 0:28:43 - The ongoing strategy of the business 0:32:00 - Significant risks 0:33:32 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of CT Private Equity (CTPE). Future profiles include Scottish Mortgage (SMT) and BlackRock Smaller Companies (BRSC). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 210 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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212: Weekly Investment Trusts Podcast - with Andrew McHattie and Charlie Morris (25 May 2024) 52:33

منذ 1 year52:33

52:33

In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trust Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trusts Newsletter and Charlie Morris, CEO of ByteTree Research. Next week’s podcast is likely to be shorter than normal while Jonathan is away, but you can still look forward to a discussion with HgCapital Trust (HGT) and the normal format will return on the following Saturday. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:01:04 - This week's guests 0:03:21 - Summary of results 0:03:39 - Money Makers Circle 0:04:06 - Corporate news and announcements 0:06:47 - Q&A with Andrew McHattie 0:06:59 - Election announcement 0:09:50 - Performance of investment trusts this year 0:13:08 - Scottish Mortgage Trust (SMT) 0:17:49 - Asia Dragon 0:23:13 - HICL Infrastructure (HICL) 0:26:04 - Battery storage trusts 0:30:04 - Chrysalis (CHRY) 0:32:52 - Capital Gearing Trust (CGT) 0:35:57 - Looking ahead 0:38:05 - Q&A with Charlie Morris 0:38:22 - Fears and hopes for the election 0:41:15 - Thoughts on the investment trusts sector 0:43:16 - Commodities 0:47:02 - Outcomes from the year of elections 0:51:58 - Close Trusts mentioned this week (with tickers): Rockwood Strategic (RKW), Odyssean Investment Trust (OIT), Montenaro UK Smaller Companies (MTU), Scottish Mortgage Trust (SMT), Capital Gearing Trust (CGT), STS Global Income and Growth (STS), HICL Infrastructure (HICL), Caledonia Investments (CLDN), Shires Income (SHRS), Abrdn European Logistics Income (ASLI), GCP Asset Backed Income (GABI), US Solar Fund (USF), Asia Dragon (DGN), Ashoka WhiteOak Emerging Markets (AWEM), Seraphim Space (SSIT), Baker Steel Resources Trust (BSRT), Gore Street Energy Storage (GSF), Gresham House Energy Storage (GRID), Chrysalis (CHRY), RIT Capital Partners (RCP), Pantheon International (PIN), BlackRock World Mining (BRWM). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of RTW Biotech Opportunities (RTW). Future profiles include CT Private Equity (CTPE) and Scottish Mortgage (SMT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 210 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

Money Makers

1
211: Weekly Investment Trusts Podcast - with Sandy Nairn, Alan Bartlett, Richard Watts (18 May 2024) 1:12:50

منذ 1 year1:12:50

1:12:50

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Sandy Nairn, chief investment officer and at Global Opportunities Trust (GOT), alongside Alan Bartlett from specialist advisory firm Goodhart Partners; and Richard Watts, a co-manager of Chrysalis Investments Ltd (CHRY). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:02:46 - Summary of results 0:03:52 - Corporate news and announcements 0:06:04 - This week's guests 0:07:55 - Money Makers Circle 0:08:37 - Q&A with Sandy Nairn and Alan Bartlett 0:09:09 - The situation with the market sell-off 0:12:15 - The shape of the portfolio 0:14:54 - The type of investor interested in the Trust 0:20:37 - Portfolio differences to other trusts 0:24:27 - Volunteer Park Capital Fund 0:28:40 - Portfolio performance 0:37:51 - Mispriced volatility 0:39:52 - Communication 0:43:04 - Potential for yield, and the use of gearing 0:44:57 - Q&A with Richard Watts 0:45:48 - The current position for Chrysalis 0:52:09 - Realising value 0:57:13 - Plans for the holdings 1:02:10 - The cash position 1:04:53 - The enhanced risk process 1:07:30 - Is Chrysalis a 'complex investment'? 1:09:08 - Ambitions for the next five years 1:12:14 - Close Trusts mentioned this week (with tickers): BlackRock Smaller Companies Trust (BRSC), Asian Energy Impact Trust (AEIT), Abrdn Equity Income (AEI), Polar Capital Global Healthcare (PCGH), Baillie Gifford European Growth (BGEU), Tritax Eurobox (EBOX), Henderson Euro Trust (HNE), Henderson European Focus (HEFT), UK Commercial Property (UKCM), Tritax Big Box (BBOX), Pantheon International (PIN), Chrysalis (CHRY). If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of CQS Natural Resources Growth and Income (CYN). Future profiles include RTW Biotech Opportunities (RTW) and CT Private Equity (CTPE). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts including some of his most recent trust purchases, and includes a comrehensive summary of all the latest news. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 210 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.…

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