Money Makers
268 episodes - English - Latest episode: about 22 hours ago - ★★★★★ - 1 ratingHome of the free Money Makers Weekly Investment Trust Podcast with Jonathan Davis, released every Saturday and 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.
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Episodes
219: Weekly Investment Trusts Podcast - with Andrew Jones (13 Jul 2024)
July 13, 2024 12:22 - 35 minutes - 82.4 MBIn 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 - T...
218: Weekly Investment Trusts Podcast - with John Newlands and Ewan Lovett-Turner (06 Jul 2024)
July 06, 2024 12:53 - 46 minutes - 107 MBIn 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 - Corporat...
217: Weekly Investment Trusts Podcast - with Ed Balls, Nick Macpherson, Sandy Nairn (29 Jun 2024)
June 29, 2024 10:11 - 57 minutes - 133 MBIn 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...
216: Weekly Investment Trusts Podcast - with Peter Hewitt and Andrew McHattie (22 Jun 2024)
June 22, 2024 13:18 - 43 minutes - 101 MBIn 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 an...
215: Weekly Investment Trusts Podcast - with Marcus Phayre-Mudge and James Dawes (15 Jun 2024)
June 15, 2024 08:45 - 58 minutes - 135 MBIn 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 ...
214: Weekly Investment Trusts Podcast - with Nick Greenwood and Ben Conway (08 Jun 2024)
June 08, 2024 13:43 - 48 minutes - 111 MBIn 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:...
213: Weekly Investment Trusts Podcast - with Jim Strang (01 Jun 2024)
June 01, 2024 11:00 - 34 minutes - 78.7 MBThis 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...
212: Weekly Investment Trusts Podcast - with Andrew McHattie and Charlie Morris (25 May 2024)
May 25, 2024 13:51 - 52 minutes - 121 MBIn 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 g...
211: Weekly Investment Trusts Podcast - with Sandy Nairn, Alan Bartlett, Richard Watts (18 May 2024)
May 18, 2024 12:45 - 1 hour - 168 MBIn 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. ...
210: Weekly Investment Trusts Podcast - with Richard Hulf and Joseph Rowland (11 May 2024)
May 11, 2024 12:18 - 51 minutes - 120 MBIn 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 Richard Hulf, co-founder and managing partner of HydrogenOne Capital, and Joseph Rowland, fund analyst at Investec Rathbones. 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 0:02:58 - This week's guests 0:03:51 - Summar...
209: Weekly Investment Trusts Podcast - with Tim Levene and Thomas McMahon (04 May 2024)
May 04, 2024 11:19 - 1 hour - 148 MBIn 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 Tim Levene, CEO of Augmentum Fintech (AUGM), and Thomas McMahon, head of investment trust research at Kepler Partners. Jonathan's conversation with Tim Levene was conducted from a cafe and is therefore noisier than normal. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast fre...
208: Weekly Investment Trusts Podcast - with Andrew McHattie (27 Apr 2024)
April 27, 2024 13:15 - 45 minutes - 106 MBIn 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 theInvestment 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 0:03:38 - This week's guests 0:03:53 - Money Makers Circle 0:04:24 - Summary of results 0:05:46 - Corporate news...
207: Weekly Investment Trusts Podcast - with Dominic Scriven and Ian Lance (20 Apr 2024)
April 20, 2024 13:39 - 1 hour - 148 MBIn 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 Dominic Scriven, founder and chairman of Dragon Capital, the investment advisor to Vietnam Enterprise Investments (VEIL), and Ian Lance, co-manager of the Temple Bar Investment Trust (TMPL). 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 -...
206: Weekly Investment Trusts Podcast - with Paul ffolkes Davis and Max King (13 Apr 2024)
April 13, 2024 12:53 - 58 minutes - 135 MBIn 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 Paul ffolkes Davis, chairman of Rising Sun Management, the investment advisor to the Nippon Active Value Fund (NAVF), and Max King, the market and investment trust commentator and former Investec fund manager. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Ti...
205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)
April 06, 2024 13:48 - 1 hour - 147 MBIn 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 Richard Pindar, CEO of Book Asset Management, 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 - This week's guests 0:01:15 - Review of the week 0:02:59 - Corporate...
204: Weekly Investment Trusts Podcast - with Austin Forey and Lucy Walker (30 Mar 2024)
March 30, 2024 13:23 - 1 hour - 161 MBIn 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 Austin Forey, manager at J.P.Morgan Emerging Markets (JMG), and Lucy Walker, chair of the Aurora Investment Trust (ARR) and non-executive director at Henderson International Income (HINT). 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 - R...
203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)
March 23, 2024 14:42 - 48 minutes - 111 MBIn 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: 00:39 - Review of the week 02:13 - This week's guest 02:26 - Summary of news and results 07:50 - Money Makers Circle 09:01 - Q&A with Andrew...
202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)
March 16, 2024 14:14 - 39 minutes - 90.7 MBIn 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 Spiller, manager of Capital Gearing Trust (CGT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - This week's guest 01:41 - Review of the week 03:04 - Money Makers Circle 03:29 - Summary of results 04:37 - Corporate news and announceme...
201: Weekly Investment Trusts Podcast - with Craig Baker and James Carthew (09 Mar 2024)
March 09, 2024 11:43 - 1 hour - 142 MBIn 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 Craig Baker, chair of the investment committee at the Alliance Trust, and James Carthew, director of QuotedData. 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 0:01:49 - Corporate news, announcements, and results 0:02:...
200: Weekly Investment Trusts Podcast - with Simon Elliott and Mark Dampier (02 Mar 2024)
March 02, 2024 14:05 - 50 minutes - 117 MBIn this week's two-hundredth edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Simon Elliott, client director at J.P.Morgan Asset Management and former podcast co-host, and Mark Dampier, former head of research at Hargreaves Lansdown and non-executive director at Invesco Select (IVPU). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free....
199: Weekly Investment Trusts Podcast - with Ben Conway and Sachin Saggar (24 Feb 2024)
February 24, 2024 14:46 - 1 hour - 155 MBIn 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 Sachin Saggar, analyst at the broking firm, Stifel. 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 0:04:01 - Trust news and summary of results...
198b: Weekly Investment Trusts Podcast - with Laura Foll (20 Feb 2024)
February 20, 2024 14:47 - 24 minutes - 57.1 MBIn the second part of the latest edition of the Weekly Investment Trust Podcast (released on Saturday 17 February), Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Laura Foll, co-manager to a number of Henderson trusts. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:29 - Q&A with Laura Foll 00:57 - Mergers and acquisitions and the state of the UK equity market 04:18 - The need for fundame...
198a: Weekly Investment Trusts Podcast - with Andrew McHattie (17 Feb 2024)
February 17, 2024 11:12 - 42 minutes - 98 MBIn 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. Look out for a bonus podcast early next week where our second guest, Laura Foll, co-manager to a number of Henderson trusts, will appear. Make sure you are subscribed to catch that episode on release. We are grateful for the support of J.P. Morgan Asset Management, whi...
197: Weekly Investment Trusts Podcast - with Prashant Khemka and Dan Higgins (10 Feb 2024)
February 10, 2024 14:41 - 1 hour - 169 MBIn 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 Prashant Khemka, advisor to the Ashoka India Equity Investment Trust (AIE), and Dan Higgins, lead manager of Majadie Investments (MAJE). 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 0:01:10 - Looking ahead to Episode...
196: Weekly Investment Trusts Podcast - with Matt Hose and Peter Hewitt (03 Feb 2024)
February 03, 2024 14:47 - 58 minutes - 134 MBIn 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 Matt Hose, alternative assets analyst at Jeffries, and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - Review of the week 04:02 - This week's guests 04:47 - Money M...
195: Weekly Investment Trusts Podcast - with Duncan MacInnes and Richard Staveley (27 Jan 2024)
January 27, 2024 14:50 - 1 hour - 164 MBIn 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 Duncan MacInnes, manager of the Ruffer Investment Company (RICA), and Richard Staveley, lead manager at Rockwood Strategic (RKW). 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 0:03:08 - This week's guests 0:04:07 - Co...
194: Weekly Investment Trusts Podcast - with Marcus Phayre-Mudge and John Singer (20 Jan 2024)
January 20, 2024 13:54 - 1 hour - 59.4 MBIn 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, and John Singer, chairman of Pantheon International (PIN), in the first part of a longer conversation looking at the issues facing listed private equity trusts. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timest...
193: Weekly Investment Trusts Podcast - with Alastair Laing and Ken Wotton (13 Jan 2024)
January 13, 2024 14:34 - 1 hour - 61.5 MBIn 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 Alastair Laing, CEO of CG Asset Management, and Ken Wotton, manager of Strategic Equity Capital (SEC). 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 0:02:48 - Cost disclosure rules 0:04:00 - This week's guest 0:04:40 ...
192: Weekly Investment Trusts Podcast - with Tom Stevenson (06 Jan 2024)
January 06, 2024 14:33 - 33 minutes - 31.7 MBIn this week's shorter than normal edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Tom Stevenson, investment director at Fidelity International, and looks ahead to some key events in 2024. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:55 - This week's guest 01:15 - Looking ahead to 2024 03:47 - Review of the week 05:24 - Corporate news and ...
191: Weekly Investment Trusts Podcast - with Richard Stone (30 Dec 2023)
December 30, 2023 12:04 - 48 minutes - 45.1 MBIn this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Richard Stone, chief executive of The Association of Investment Companies (The AIC). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:49 - Looking back at 2023 06:22 - This week's guest 08:03 - Corporate news, announcements, and results 08:49 - Money Makers Circle 09:14 - Q&A with ...
190: Weekly Investment Trusts Podcast - with Andrew McHattie and Tom Poynton (23 Dec 2023)
December 23, 2023 12:42 - 54 minutes - 50.6 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trust Newsletter, and Tom Poynton, a director at Baron & Grant. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - Review of the week 01:38 - This week's guest 01:51 - Next week's podcast 03:26 - Money Makers Circle 04:10 - Q&A with Andr...
189: Weekly Investment Trusts Podcast - with Anthony Leatham and Will Fraser-Allen (16 Dec 2023)
December 16, 2023 14:50 - 1 hour - 64.5 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Anthony Leatham, head of investment trust research at Peel Hunt, and Will Fraser-Allen, managing partner of Albion Capital and chairman of the Venture Capital Association. 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 0:03:00 - This week's guests 0:03:4...
188: Weekly Investment Trusts Podcast - with James Carthew and Baroness Altmann CBE (09 Dec 2023)
December 09, 2023 14:41 - 1 hour - 55.9 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Carthew, director of QuotedData, and Baroness Ros Altmann CBE about her recent Private Members Bill to address the cost disclosure issue in investment trusts. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - This week's guests 01:21 - Money Makers Circle 02:10 - Review o...
187: Weekly Investment Trusts Podcast - with Andrew McHattie and Charles Luke (02 Dec 2023)
December 02, 2023 14:29 - 1 hour - 66.1 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trusts Newsletter and Charles Luke, manager of the Murray Income Trust (MUT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:01:02 - Money Makers Circle 0:01:35 - Investment Trusts Handbook 2024 0:02:41 - This week's guests 0:03:50 - Revie...
186: Weekly Investment Trusts Podcast - with Emma Bird, John Evans, and Andrew Impey (25 Nov 2023)
November 25, 2023 13:27 - 1 hour - 66.8 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Emma Bird, head of research at Winterflood Securities, John Evans, chairman at J.P.Morgan Mid-Cap (JMF), and Andrew Impey, chairman at J.P.Morgan UK Smaller Companies (JMI). 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 0:03:36 - This week's guests 0:04...
185: Weekly Investment Trusts Podcast - with Ewan Lovett-Turner (18 Nov 2023)
November 18, 2023 13:29 - 41 minutes - 38.7 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Ewan Lovett-Turner, head of research at Deutsche Numis (formerly Numis Securities). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - This week's guest 01:38 - Money Makers Circle 03:13 - Review of the week 04:56 - Corporate news and announcements 10:18 - Summary of results 12:...
184: Weekly Investment Trusts Podcast - with Ben Guest and Guy Anderson (11 Nov 2023)
November 11, 2023 14:46 - 1 hour - 70.1 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Ben Guest, manager of Gresham House Energy Storage (GRID), and Guy Anderson, manager of the Mercantile Investment Trust (MRC). 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 0:02:11 - Review of the week 0:04:53 - Corporate news and announcements 0:12:03 ...
183: Weekly Investment Trusts Podcast - with Nick Greenwood (04 Nov 2023)
November 04, 2023 14:50 - 47 minutes - 44.9 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to 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: 00:39 - Review of the week 04:53 - This week's guest 05:44 - Corporate news and announcements 16:51 - Summary of results 19:44 - Money Makers Circle 21:02 - Q&A with Nick G...
182: Weekly Investment Trusts Podcast - with Andrew McHattie and others (28 Oct 2023)
October 28, 2023 13:31 - 1 hour - 80.7 MBIn this week's extended edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trusts Newsletter. You can also hear the final five short interviews from this year's AIC Investment Trust Showcase event. The first four of this series of nine interviews were featured in last week's podcast and the bonus edition released last Tuesday. We are grateful for the support of J.P. Morgan Asset Managem...
Bonus: Weekly Investment Trusts Podcast - with Rhys Davies, Phil Kent, Simon Gergel (24 Oct 2023)
October 24, 2023 12:47 - 20 minutes - 19.6 MBIn this bonus edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Rhys Davis (Invesco Bond Income Plus; BIPS), Phil Kent (GCP Infrastructure; GCP), and Simon Gergel (Merchants Trust; MRCH), all of who were at the recent AIC Investment Trusts Showcase event in London. A further series of conversations will feature as part of the next regular edition of the podcast, due for release on Saturday 28 October. We are grateful for the s...
181: Weekly Investment Trusts Podcast - with Gaurav Narain and John Baron (21 Oct 2023)
October 21, 2023 13:18 - 50 minutes - 47.4 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Gaurav Narain, investment advisor at India Capital Growth Trust (IGC) and John Baron, columnist for the Investors' Chronicle. Jonathan attended this year's AIC Investment Trust Showcase and had the opportunity to speak to a number of fund managers. A bonus podcast will be released next week featuring a number of these short chats. Make sure you're subscribed to b...
180: Weekly Investment Trusts Podcast - with James Cook and Chris Clothier (14 Oct 2023)
October 14, 2023 14:00 - 1 hour - 57.6 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Cook, fund manager at J.P. Morgan Global Growth and Income (JGGI) and Chris Clothier, co-CIO at CG Asset Management and a manager at Capital Gearing Trust (CGT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:44 - Review of the week 0:03:57 - Money Makers Circle 0:04:29 - ...
Weekly Investment Trusts Podcast - with Peter Hewitt and Matt Hose (07 Oct 2023)
October 07, 2023 13:43 - 1 hour - 56.6 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG), and Matt Hose, alternative assets analyst at Jeffries. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:44 - Review of the week 0:04:39 - This week's guest 0:05:09 - Money Makers Circle 0:05:43 - Corporate...
Weekly Investment Trusts Podcast - with Joe Bauernfreund and Evy Hambro (30 Sep 2023)
September 30, 2023 14:38 - 55 minutes - 51.6 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Joe Bauernfreund, manager of the AVI Global Trust (AGT), and Evy Hambro, manager of the BlackRock World Mining Trust (BRWM). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:44 - This week's guests 01:34 - Review of the week 03:27 - Money Makers Circle 04:03 - Corporate news and ann...
Weekly Investment Trusts Podcast - with Joe Bauerfreund and Evy Hambro (30 Sep 2023)
September 30, 2023 14:38 - 55 minutes - 51.6 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Joe Bauerfreund, manager of the AVI Global Trust (AGT), and Evy Hambro, manager of the BlackRock World Mining Trust (BRWM). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:44 - This week's guests 01:34 - Review of the week 03:27 - Money Makers Circle 04:03 - Corporate news and anno...
Weekly Investment Trusts Podcast - with Colette Ord and Ben Conway (23 Sep 2023)
September 23, 2023 09:22 - 1 hour - 66.5 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, is away in Europe. So, Stuart Watson is stepping in to provide a summary of the week's news and results. Jonathan did get a chance over the last week however, to speak to Colette Ord, infrastructure analysis at Numis Securities, and to conclude his conversation with Ben Conway, head of fund management at Hawksmoor Investment Management. That conversation follows on from the...
Weekly Investment Trusts Podcast - with Tom Poynton and Dale Nicholls (16 Sep 2023)
September 16, 2023 13:53 - 56 minutes - 52.9 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Tom Poynton, executive director at Baron & Grant, and Dale Nicholls, manager at Fidelity China Special Situations (FCSS). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:44 - Review of the week 02:45 - This week's guests 03:25 - Corporate news and announcements 07:57 - Money Makers ...
Weekly Investment Trusts Podcast - with Ben Rogoff (09 Sep 2023)
September 09, 2023 10:39 - 48 minutes - 44.8 MBIn this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Ben Rogoff, manager of the Polar Capital Technology Trust (PCT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 01:00 - This week's guest 01:41 - Money Makers Circle 02:08 - Review of the week 06:16 - Corporate news and announcements 14:30 - Summary of results 16:21 - Q&A with Ben Rog...
Weekly Investment Trusts Podcast - with Andrew McHattie and Ben Conway (02 Sep 2023)
September 02, 2023 14:14 - 1 hour - 58.3 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Andrew McHattie, editor of the Investment Trusts Newsletter, and Ben Conway, Head of Fund Management at Hawksmoor Investment Management. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:44 - This week's guests 0:01:21 - Review of the week 0:03:19 - Corporate news 0:04:53 - Summary ...
Q&A with Rhys Davies (26 Aug 2023)
August 26, 2023 13:55 - 33 minutes - 31.1 MBIn this bonus edition of the Weekly Investment Trust Podcast, Jonathan Davis, talks to Rhys Davies, manager of the Invesco Bond Income Plus Investment Trust (BIPS). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:45 - The last eighteen months in the bond markets 02:45 - Has the interest rate and bond yield cycle peaked? 04:57 - Explaining a soft landing 07:05 - Portfolio yield and potential total return 09:38 ...