Money Makers
268 episodes - English - Latest episode: 1 day 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
Weekly Investment Trusts Podcast - with Max King and Rhys Davies (26 Aug 2023)
August 26, 2023 13:55 - 1 hour - 56.3 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Max King, the market and investment trust commentator and former Investec fund manager. Jonathan also talks to Rhys Davies, manager of the Invesco Bond Income Plus Investment Trust (BIPS); the first half of that discussion can be heard in the podcast, with the full interview available on the website or via podcast channels. We are grateful for the support of J.P. M...
Weekly Investment Trusts Podcast - with James Carthew (21 Aug 2023)
August 21, 2023 16:11 - 49 minutes - 46.7 MBIn this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to 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. This edition of the podcast was recorded during the week ending Friday 18 August 2023, prior to the latest update from the Board of Ediston Property Investment Company (EPIC) following recent press speculation. It has c...
Weekly Investment Trusts Podcast - with Colm Walsh and Emma Bird (12 Aug 2023)
August 12, 2023 13:30 - 1 hour - 61.9 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Colm Walsh, co-manager of the ICG Enterprise Trust (ICGT), and Emma Bird, head of investment trust research and specialist property analyst at Winterflood Securities. Please note that due to holidays, the next podcast will be released later than normal, but it can be expected by Monday 21 August 2023. We are grateful for the support of J.P. Morgan Asset Managemen...
Weekly Investment Trusts Podcast - with Simon Barnard and Ewan Lovett-Turner (05 Aug 2023)
August 05, 2023 13:48 - 1 hour - 56.2 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Simon Barnard, manager of the Smithson Investment Trust (SSON), and Ewan Lovett-Turner, head of investment trust research at Numis Securities. 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 guest 0:01:25 - Review of the week 0:04:20 - Corporate news and announcem...
Weekly Investment Trusts Podcast - with Andrew McHattie (29 Jul 2023)
July 29, 2023 12:55 - 44 minutes - 41.1 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. 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 guest 00:57 - Review of the week 04:42 - Corporate news and announcements 09:51 - Summary of results 14:25 - Money Makers Circle 15:04 - Q&A with Andrew McHa...
Weekly Investment Trusts Podcast - with Duncan MacInnes and Simon Elliott (22 Jul 2023)
July 22, 2023 13:51 - 1 hour - 59.4 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Duncan MacInnes, manager of the Ruffer Investment Company (RICA). Simon Elliott, client director at JPMorgan Asset Management and former co-host and co-founder of the podcast also returns after about a year off the show. Section Timestamps: 0:00:29 - This week's guests 0:01:39 - Sponsorship of the podcast 0:03:53 - The markets this week 0:07:20 - Announcements and...
Weekly Investment Trusts Podcast - with Alastair Laing (15 Jul 2023)
July 15, 2023 13:42 - 54 minutes - 50.8 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Alastair Laing, CEO of CG Asset Management. Section Timestamps: 00:29 - Review of the week 03:38 - This week's guest 05:57 - Money Makers Circle 06:33 - Coming next week 07:02 - News and announcements 11:18 - Summary of results 14:40 - Q&A with Alastair Laing 15:07 - Reasons for poor performance 17:50 - Index linked performance 23:39 - The equity market 30...
Weekly Investment Trusts Podcast - with Anthony Leatham and Tim Levene (08 Jul 2023)
July 08, 2023 13:52 - 54 minutes - 50.1 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Anthony Leatham, head of investment trust research at Peel Hunt, and Tim Levene, CEO of Augmentum Fintech (AUGM). Section Timestamps: 00:29 - Review of the week 01:42 - This week's guests 03:13 - The week's performance 04:12 - Money Makers Circle 04:47 - News, announcements, and results 07:46 - Q&A with Anthony Leatham 07:53 - Reaction to the market 11:56 - Th...
Weekly Investment Trusts Podcast - with Peter Hewitt and James Henderson (01 Jul 2023)
July 01, 2023 13:34 - 1 hour - 62.2 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Peter Hewitt, manager of the CT Global Managed Portfolio, and James Henderson, manager of the Lowland Investment Trust (LWI). Section Timestamps: 0:00:29 - Review of the week 0:00:53 - This week's guests 0:05:35 - Company news 0:15:42 - Summary of results 0:21:14 - Money Makers Circle 0:22:06 - Q&A with Peter Hewitt 0:22:51 - The last six months 0:29:58 - Disc...
Weekly Investment Trusts Podcast - with James Carthew and Colette Ord (24 Jun '23)
June 24, 2023 09:21 - 1 hour - 55.4 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to James Carthew, former fund manager and current director of QuotedData, and Colette Ord, infrastructure and renewables analyst at Numis Securities. Section Timestamps: 00:29 - Review of the week 04:12 - This week's guests 04:32 - Money Makers Circle 04:59 - Corporate news 07:10 - Selected results 13:05 - Q&A with James Carthew 13:30 - Impact of the base rate chan...
Weekly Investment Trusts Podcast - with Nick Greenwood and Merryn Somerset Webb (20 Jun '23)
June 20, 2023 14:07 - 1 hour - 58 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Nick Greenwood, manager of the MIGO Opportunities Trust (MIGO) and Merryn Somerset Webb, columnist and podcaster at Bloomberg and former editor of MoneyWeek. Section Timestamps: 0:00:29 - Review of the week 0:03:47 - This week's guests 0:04:20 - Summary of results 0:11:17 - Money Makers Circle 0:12:03 - Q&A with Nick Greenwood 0:12:21 - Investment trusts sector ...
Weekly Investment Trusts Podcast - with Russell Napier and Janette Rutterford (10 Jun '23)
June 10, 2023 08:08 - 53 minutes - 49.3 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, continues his conversation with Russell Napier, chairman of Mid Wynd International Investment Trust (MWY). Listeners can find the first half of this discussion in the podcast released on 27 May 2023. Jonathan then talks to Janette Rutterford, emeritus professor of finance at the Open University, to talk about lessons that can be learnt from the history of investment trusts....
Weekly Investment Trusts Podcast - with Simon Edelsten, and Paul & Richard Pindar (03 Jun '23)
June 03, 2023 11:05 - 1 hour - 59.1 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, is joined by Simon Edelsten, manager of the Mid Wynd International Investment Trust (MWY). Jonathan also spoke to Paul and Richard Pindar, respectively the chairman and CEO of Literacy Capital (BOOK). Jonathan is on holiday over the coming couple of weeks, but the podcast continues with pre-recorded interviews this week and next, with Stuart Watson providing the summary of...
Weekly Investment Trusts Podcast - featuring Russell Napier and Max King (27 May 2023)
May 27, 2023 13:46 - 58 minutes - 54.2 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, is joined by financial historian and market strategist Russell Napier, chairman of Mid Wynd International Investment Trust (MWY), in part one of their recent conversation (part two follows next week). Jonathan also speaks to Max King, former investment trust fund manager at Investec. Section Timestamps: 01:05 - The markets this week 03:46 - Investment trusts news 11:21 - T...
Weekly Investment Trusts Podcast - featuring Matt Hose (20 May 2023)
May 20, 2023 12:47 - 37 minutes - 34.4 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Matt Hose, alternatives analyst at Jefferies. Section Timestamps: 00:29 - Coming up 02:11 - The markets this week 09:45 - Money Makers Circle 10:28 - Annual results 11:59 - Interim results 15:46 - Q&A with Matt Hose 15:54 - Scottish Mortgage Trust (SMT) 23:36 - Private equity 24:32 - HG Capital Trust (HGCT) 26:29 - Growth capital sector 27:34 - Renewabl...
Weekly Investment Trusts Podcast with Andrew McHattie, Ailsa Craig, Marak Poszepczynski (13 May '23)
May 13, 2023 14:17 - 1 hour - 58.4 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 Ailsa Craig and Marak Poszepczynski, co-managers of the International Biotechnology Trust (IBT). Section Timestamps: 0:00:29 - This week's guests 0:01:57 - The markets this week 0:04:05 - This week's news 0:04:29 - Money Makers Circle 0:05:20 - Noteable results and announcements 0:08:12 - Q&A with A...
Weekly Investment Trusts Podcast with Andrew McHattie, Ailsa Craig, Marek Poszepczynski (13 May '23)
May 13, 2023 14:17 - 1 hour - 58.4 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 Ailsa Craig and Marek Poszepczynski, co-managers of the International Biotechnology Trust (IBT). Section Timestamps: 0:00:29 - This week's guests 0:01:57 - The markets this week 0:04:05 - This week's news 0:04:29 - Money Makers Circle 0:05:20 - Noteable results and announcements 0:08:12 - Q&A with A...
Weekly Investment Trusts Podcast - featuring Ewan Lovett-Turner and Laura Elkin (05 May 2023)
May 06, 2023 12:07 - 56 minutes - 52.3 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 investment trust research at Numis Securities, and Laura Elkin, portfolio manager of AEW UK REIT (AEWU). Section Timestamps: 00:29 - This week's guests 02:59 - Money Makers Circle 03:32 - The markets this week 05:26 - Highlights from the week's results 08:05 - Q&A with Ewan Lovett-Turner 08:53 - Looking back over 2023 so far 12:41 ...
Weekly Investment Trusts Podcast - featuring James de Uphaugh and Stuart Widdowson (28 April 2023)
April 29, 2023 14:00 - 1 hour - 58.8 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James de Uphaugh, lead manager of the Edinburgh Investment Trust (EDIN), and Stuart Widdowson, manager of the Odyssean Investment Trust (OIT). Section Timestamps: 0:00:29 - This week's guests 0:01:35 - The markets this week 0:03:03 - Money Makers Circle 0:03:47 - News and announcements 0:08:03 - Annual results 0:16:46 - Interim results 0:20:21 - Q&A with James de...
Weekly Investment Trusts Podcast - featuring Paul ffolkes Davis and Ian Lance (22 April 2023)
April 22, 2023 13:45 - 1 hour - 59.7 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Paul ffolkes Davis, chairman of Rising Sun Management, investment advisor to Nippon Active Value Fund (NAVF), and Ian Lance, co-manager of the Temple Bar Investment Trust (TMPL). Section Timestamps: 0:00:57 - This week's guests 0:01:45 - The markets this week 0:03:30 - Results and announcements with Stuart Watson 0:10:16 - Q&A with Paul ffolkes Davis 0:11:18 - ...
Weekly Investment Trusts Podcast - featuring Marcus Phayre-Mudge and Jon Forster (15 April 2023)
April 15, 2023 13:27 - 1 hour - 57.8 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Marcus Phayre-Mudge, manager of TR Property Investment Trust (TRY), and Jon Forster, co-portfolio manager at Impax Environmental Markets (IEM) - a discussion available in full to subscribers to the Money Makers Circle. Section Timestamps: 0:00:29 - Review of the week 0:01:54 - This week's guests 0:02:55 - Summary of the week's results 0:05:39 - News and announcem...
Weekly Investment Trusts Podcast - featuring Peter Spiller and Andrew McHattie (08 April 2023)
April 08, 2023 13:46 - 1 hour - 59.5 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Peter Spiller, manager of Capital Gearing Trust (CGT), and Andrew McHattie, founder and editor of The Investment Trust Newsletter. Section Timestamps: 0:00:28 - Review of the week 0:03:11 - This week's guests 0:04:16 - Summary of results 0:10:05 - Corporate news 0:12:21 - Money Makers Circle 0:13:09 - Q&A with Peter Spiller 0:18:10 - Are investors bound to lose...
Weekly Investment Trusts Podcast - featuring Anthony Leatham and Peter Hewitt (01 April 2023)
April 01, 2023 13:47 - 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 Anthony Leatham, head of investment trust research at Peel Hunt, and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPG/CMPI). Section Timestamps: 0:00:29 - Review of the week 0:03:14 - This week's guests 0:04:10 - Money Makers Circle 0:05:00 - Summary of results and announcements 0:12:06 - Q&A with Anthony Leatham 0:12:33 - Analysing discount...
Weekly Investment Trusts Podcast - with Nick Greenwood and Emma Bird (25 March 2023)
March 25, 2023 14:35 - 55 minutes - 51.2 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), and Emma Bird, head of research at Winterflood Securities. Listeners can also hear an extract of Jonathan's conversation with Sandy Nairn of the Global Opportunities Trust (GOT), a discussion available in full next week for subscribers to the Money Makers Circle. Section Timestamps: 00:28 - Review of...
Weekly Investment Trusts Podcast - featuring Nicholas Weindling and Ross Driver (18 March 2023)
March 18, 2023 14:30 - 1 hour - 61.2 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust (JFJ), and Ross Driver, co-manager of the Foresight Solar Fund (FSFL). Section Timestamps: 0:00:29 - A podcast milestone 0:00:57 - This week's guests 0:01:50 - Money Makers Circle 0:02:44 - Review of the week 0:06:16 - Summary of the week's results and announcements 0:13:55 - Q&A with Nicholas ...
Weekly Investment Trusts Podcast - featuring James Carthew and Steven Tredget (11 March 2023)
March 11, 2023 14:48 - 1 hour - 56.5 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 Steven Tredget, partner at Oakley Capital, the managers of the Oakley Capital Investments trust (OCI). Section Timestamps: 0:00:29 - The week's news 0:04:36 - Introducing this week's guests 0:05:57 - Money Makers Circle 0:06:24 - Coming up next week 0:06:34 - Q&A with James Carthew 0:08:30 - Market sentiment 0:10:27 ...
Weekly Investment Trusts Podcast - Featuring Bruce Stout (04 March 2023)
March 04, 2023 14:26 - 57 minutes - 52.8 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Bruce Stout, manager of the Murray International Investment Trust (MYI). Also, while Jonathan is away in the Netherlands, Stuart Watson, author of the Money Makers Circle trust profiles, joins the podcast to bring a summary of the week's news and market movements. Section Timestamps: 00:29 - Introduction, this week's guest, and the Money Makers Circle 02:15 - Thi...
Weekly Investment Trusts Podcast - Featuring Simon Edelsten and Richard Staveley (25 Feb 2023)
February 25, 2023 14:03 - 1 hour - 59.9 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Edelsten, manager at Mid Wynd International (MWY). Jonathan also spoke this week to Richard Staveley, lead manager at Rockwood Strategic (RKW), and the podcast features an extract of their conversation, available in full for subscribers to the Money Makers Circle. Section Timestamps: 0:00:29 - Introducing this week's guests 0:01:47 - Money Ma...
Weekly Investment Trust Podcast with Jonathan Davis (18 Feb 2023)
February 18, 2023 14:45 - 41 minutes - 38.6 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust (SSON). Section Timestamps: 00:28 - This week's guest 01:06 - Who’s coming on in future weeks 01:23 - Money Makers Circle 02:03 - Review of the week 02:45 - Corporate news 07:57 - Results summary 10:24 - Q&A with Simon Barnard 11:19 - The impact of 2022 on the Smithson Investment Trust 14:...
Weekly Investment Trust Podcast with Jonathan Davis (11 Feb 2023)
February 11, 2023 14:04 - 1 hour - 61.3 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Colette Ord, head of real asset research, and Andrew Rees, property analyst, both at Numis Securities. Section Timestamps: 0:00:28 - This week's guests 0:00:55 - Who's coming on in future weeks 0:01:29 - Review of the week 0:03:45 - Results summary 0:06:07 - Money Makers Circle 0:07:25 - Q&A with Colette Ord 0:08:06 - The year so far in infrastru...
Weekly Investment Trust Podcast with Jonathan Davis (04 Feb 2023)
February 04, 2023 14:17 - 51 minutes - 47 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Chris Clothier, fund manager at Capital Gearing Trust (CGT). Section Timestamps: 00:29 - Introducing Chris Clothier and upcoming guests 01:31 - Central banks rate changes 03:01 - Investment trust sector performance 03:52 - This week's news and results 04:34 - Money Makers Circle 09:56 - Q&A with Chris Clothier 10:17 - Central banks and rate rises...
Weekly Investment Trust Podcast with Jonathan Davis (28 Jan 2023)
January 28, 2023 14:22 - 45 minutes - 42.2 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, manager of the Ruffer Investment Company (RICA). Section Timestamps: 00:59 - Highlights of the week 02:31 - Money Makers Circle this week 03:25 - Investment trust news highlights 06:09 - Q&A with Duncan MacInnes 07:00 - Why 2022 was a good year for Ruffer 12:25 - Trading around the impact of UK index-linked gilts during the Tru...
Weekly Investment Trust Podcast with Jonathan Davis (21 Jan 2023)
January 21, 2023 14:39 - 55 minutes - 50.8 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Matt Hose, alternative assets analyst at the investment bank Jefferies, and Stuart Widdowson, manager of the Odyssean Investment Trust (OIT). Section Timestamps: 00:13 - Introducing this week's guests 00:51 - Review of the week 02:53 - Money Makers Circle highlights 03:43 - Q&A with Matt Hose 33:53 - Q&A with Stuart Widdowson 54:30 - Close Trusts ...
Weekly Investment Trust Podcast with Jonathan Davis (14 Jan 2023)
January 14, 2023 14:42 - 56 minutes - 52.1 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, former fund manager at Investec and columnist in MoneyWeek, and Andrew Rees, property investment trust analyst at Numis Securities. Section Timestamps: 00:13 - Review of the week 02:28 - Money Makers Circle 02:58 - Q&A with Max King 03:11 - Max's comments on the latest developments 05:57 - Will world markets do better than US markets...
Weekly Investment Trust Podcast with Jonathan Davis (07 Jan 2023)
January 07, 2023 13:50 - 56 minutes - 52 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities. Section Timestamps: 00:37 - The markets this week 04:22 - Introducing Ewan Lovett-Turner 04:46 - Looking back at 2022 09:41 - Anything distinctive about last year's winners and losers over previous years? 10:53 - Post-pandemic anomaly 12:55 - The impact of bond yields ...
Weekly Investment Trust Podcast with Jonathan Davis (31 Dec 2022)
December 31, 2022 14:43 - 54 minutes - 50.5 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Sebastian Lyon, manager of the Personal Assets Trust (PNL), and CEO of Troy Asset Management. During their discussion, Jonathan and Sebastian remember the former director of Personal Assets Trust, Robin Angus, who sadly died earlier this year, and they talk about the anthology of his quarterly summaries that have been released as a book, A Shared Jo...
Weekly Investment Trust Podcast with Jonathan Davis (24 Dec 2022)
December 24, 2022 14:03 - 1 hour - 58.4 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CPMG/CPMI). Trusts mentioned this week (with tickers) include: Majadie Investment Trust (MAJE), JPMorgan Indian Investment Trust (JII), Ecofin Global Utilities and Infrastructure Trust (EGL), Aberdeen Diversified Income and Growth (ADIG), Chenavari Toro Income Fund (TORO), Artemis Alph...
Weekly Investment Trust Podcast with Jonathan Davis (17 Dec 2022)
December 17, 2022 14:42 - 54 minutes - 50.5 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Nick Greenwood, manager of MIGO Global Opportunities Trust (MIGO). Trusts mentioned this week (with tickers) include: Global Smaller Companies Trust (GSCT), JPMorgan Asia Growth and Income (JAGI), JPMorgan China Growth and Income (JCGI), JPMorgan Japanese (JFJ), JPMorgan European Discovery (JEDT), Polar Capital Technology (PCT), Polar Capital Globa...
Weekly Investment Trust Podcast with Jonathan Davis (10 Dec 2022)
December 10, 2022 14:35 - 51 minutes - 47.4 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust. Trusts mentioned this week (with tickers) include: Civitas Social Housing (CSH), Home REIT (HOME), LXI REIT (LXI), Value and Indexed Property (VIP), Hipgnosis Songs Fund (SONG), Schroder UK Mid Cap Investment Trust (SCP), Finsbury Growth and Income (FGT), Monks (MNKS), Securities Trust of Scotlan...
Weekly Investment Trust Podcast with Jonathan Davis (03 Dec 2022)
December 03, 2022 14:40 - 44 minutes - 40.9 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, columnist for MoneyWeek, and former fund manager at Investec Asset Management; and also previews a discussion with Ben Rogoff, manager of Polar Capital Technology (PCT) - available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure Trust (DGI9), US Solar Fund (US...
Weekly Investment Trust Podcast with Jonathan Davis (26 Nov 2022)
November 26, 2022 14:40 - 52 minutes - 48.3 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by James Carthew of QuotedData; and also previews a discussion with Carlos Hardenberg, the lead manager of the Mobius Investment Trust (MMIT) - available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: Home REIT (HOME), Digital 9 Infrastructure (DGI9), AT85 Global Mid-Market Infrastructure Income,...
Weekly Investment Trust Podcast with Jonathan Davis (19 Nov 2022)
November 19, 2022 14:48 - 46 minutes - 42.9 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Emma Bird and Shayan Ratnasingam of Winterflood Securities; and also previews a discussion with Paul and Richard Pindar of Literacy Capital, available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: ThomasLloyd Energy Impact (TLEI), Conviction Life Sciences, Troy Income and Growth (TIGT), Monta...
Weekly Investment Trust Podcast with Jonathan Davis (12 Nov 2022)
November 12, 2022 15:40 - 55 minutes - 50.9 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Harry Nimmo, manager of the Abrdn UK Smaller Companies Growth Trust. Trusts mentioned this week (with tickers) include: Long Term Assets (LTA), ThomasLloyd Energy Impact (TLEP), Independent Investment Trust (IIT), Majedie Investments (MAJE), Biopharma Credit (BPCR), JPMorgan Russian Securities, AVI Global Trust (AGT), Abrdn Latin American Income Tr...
Weekly Investment Trust Podcast with Jonathan Davis (05 Nov 2022)
November 05, 2022 14:37 - 41 minutes - 38.3 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities. Trusts mentioned this week (with tickers) include: CQS Natural Resources Growth and Income (CYN), International Biotech (IBT), Fidelity Special Values (FSV), BlackRock Smaller Companies (BRSC), Princess Private Equity (PEY), International Public Partnerships (INPP), TwentyFo...
Weekly Investment Trust Podcast with Jonathan Davis (29 Oct 2022)
October 29, 2022 14:27 - 1 hour - 58.7 MBIn this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis attends the AIC's inaugural Investment Company Showcase event, held on Friday 28 October 2022. He is joined for brief chats, first by the CEO of The Association of Investment Companies, Richard Stone, followed by a number of the fund managers also in attendance. Section Timestamps: 01:06 - Review of the week 03:30 - Corporate news and accouncements 09:13 - A summary of the week's results 12:29 - Money Makers Circle...
Weekly Investment Trust Podcast with Jonathan Davis (22 Oct 2022)
October 22, 2022 13:36 - 35 minutes - 32.6 MBIn a special edition of the Weekly Investment Trust Podcast which was recorded before the latest seismic political developments in 10 Downing Street, Jonathan Davis, the editor of the Investment Trusts Handbook, talks to Sandy Nairn, the manager and executive director of the Global Opportunities Trust (GOT) and author of The End of the Everything Bubble. Section Timestamps: 00:17 - Introducing Sandy Nairn 03:01 - Money Makers Circle 03:33 - Next week 04:00 - Discussion with Sandy Nairn 04:...
Weekly Investment Trust Podcast with Jonathan Davis (15 Oct 2022)
October 15, 2022 13:32 - 49 minutes - 45.3 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Richard Curling, manager of both the Jupiter Alternative Monthly Income Fund, and the Jupiter Fund of Investment Trusts. Trusts mentioned this week (with tickers) include: Fundsmith Emerging Equities (FEET), Sustainable Farmland Trust, Harmony Energy Income (HEIT), Hipgnosis Songs Fund (SONG), Taylor Maritime (TMI), LXI REIT (LXI), Biopharma Credit...
Weekly Investment Trust Podcast with Jonathan Davis (08 Oct 2022)
October 08, 2022 12:43 - 58 minutes - 53.9 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, lead manager of the Ruffer Investment Company (RICA); and Peter Hewitt, manager of the CT Global Managed Portfolio (CMPG). Trusts mentioned this week (with tickers) include: Invesco Perpetual UK Smaller Companies (IPU), Strategic Equity Capital (SEC), Henderson EuroTrust (HNE), European Smaller Companies (ESCT), Ashoka India Equity...
Weekly Investment Trust Podcast with Jonathan Davis (01 Oct 2022)
October 01, 2022 13:52 - 52 minutes - 48.6 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by James Carthew, director of QuotedData; Colette Ord, Infrastructure and Renewable Energy analyst at Numis; and Justin Bell, Property Specialist at Numis. Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure (DGI9), Cordiant Digital Infrastructure (CORD), HICL Infrastructure (HICL), Bluefield Solar Income (BSIF), Octopus Renewa...
Weekly Investment Trust Podcast with Jonathan Davis (17 Sep 2022)
September 17, 2022 13:17 - 55 minutes - 50.7 MBJonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Nick Greenwood, manager of the MIGO Global Opportunities Trust and Matt Hose, alternative assets analyst at Jefferies. Next week, the podcast takes a break while Jonathan is on holiday but it will return on 01 October. We are aware of an issue that affected delivery of last week's podcasts to some listeners who subscribe via Apple Podcasts and we...