Money Makers

Regular contributor Andrew McHattie, the editor of the Investment Trusts Newsletter, returns this week to the Money Makers Investment Trusts Podcast, with award-winning host Jonathan Davis, editor of the Investment Trusts Handbook and AIC Best Broadcast Journalist for three years running. Their discussion this time includes AIC research comparing investment trusts performance with their open-ended...

This week on The Money Makers Podcast, award-winning host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running) is joined by Craig Baker, chairman of the Investment Committee at Alliance Witan (ALW), and Richard Sennitt, manager of Schroder Oriental Income (SOI). Jonathan is now writing market and other comments...

This week on The Money Makers Podcast, award-winning host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running) is joined by the co-managers of Fidelity Emerging Markets (FEML), Nick Price and Chris Tennant, in a discussion including the fund's 99% recovery, short-selling strategies, and AI plus commodity outloo...

As Saba Capital takes aim once again at Baillie Gifford US Growth (ticker: USA), chairman Tom Burnet and co-manager Kirsty Gibson are this week's guests on the Money Makers Investment Trusts Podcast with Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award, now for three years running), where they discuss Saba's requisition at the upcoming...

Peter Hewitt, former fund manager, director at the AIC, and director at Odyssean, joins Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) in this edition of the Money Makers Investment Trusts podcast, in a discussion including emerging markets, smaller companies, and renewables and infrastructure trusts. This discussion wa...

In this edition of the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Richard Staveley, manager of Rockwood Strategic (RKW), in a discussion including the performance and investment approach of the Trust and its focus on UK small cap opportunities; market trends including the state of...

This week on the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Alec Letchfield, manager of the Hansa Investment Company (HAN), in a discussion including the trust's restructuring and governance, the investment strategy, and managing the wide discount. This discussion was recorded on M...

This week on the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Andrew McHattie, the editor of the Investment Trusts Newsletter, returns to the podcast with his comments on the latest developments in the sector. This discussion was recorded on Fri 11 Sep 2026. Jonathan is now writing m...

In this bonus edition of the Money Makers Investment Trusts podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Angus Gordon Lennox, chairman of Gore Street Energy Storage (GSF), who makes the case for voting down resolutions proposed by Saba Capital at the trust's upcoming AGM on 16 September. This dis...

This week on the Money Makers podcast, Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by Omar Negyal, lead manager of the JPMorgan Emerging Markets Dividend Income Trust (JEMI), for a discussion covering the trust's dividend-centred investment approach, the impact of the AI boom on emerging market technology s...

This week on the Money Makers Podcast, industry veteran Neil Rogan, chairman of Invesco Asia Dragon Trust (IAD) and Baillie Gifford UK Growth (BGUK), joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), for a discussion including making the case for investment trusts, sector governance, the AI bubble, and the performance...

In this edition of the Money Makers Investment Trusts Podcast, fund manager and author Sandy Nairn, lead manager at Global Opportunities Trust (GOT), joins Jonathan Davis, (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) with a discussion focusing on artificial intelligence including the current stage of AI's development, historic paral...

In this edition of the Money Makers Investment Trusts Podcast, the two co-managers of MIGO Opportunities Trust (MIGO), Charlotte Cuthbertson and Tom Treanor, join host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) with a discussion that includes the trust's strategy, the sale of Asset Value Investors to Pacific Asset M...

Two guests join host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) in this week's edition of the Money Makers Investment Trusts Podcast. First is Roddy Snell, lead manager of the Pacific Horizon Trust (PHI), followed by Nish Patel, lead manager of the Global Smaller Companies Trust (GSCT). These discussions were record...

In this edition of the Money Makers Investment Trusts Podcast, Emma Bird, head of investment trust research at Winterflood joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), in a discussion that includes the position of the sector in the current cycle, narrowing discounts, retail investor demand, and corporate activity....

In this edition of the Money Makers Investment Trusts Podcast, Georgina Brittain, co-manager of the J.P.Morgan UK Smaller Companies Growth and Income Trust (JUGI), joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), discussing UK small caps, the impact of the change in government and political stability might impact the...

Andrew McHattie, the editor of the Investment Trusts Newsletters, returns in this edition of the Money Makers Investment Trusts Podcast. With Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), their discussion includes the latest developments in the sector including the FCA's regulatory changes restricting activist investors;...

In this edition of the Money Makers Investment Trusts Podcast, Max King, former fund manager at Investec and writer for Money Week, joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). Their discussion includes overall market optimism despite doom-mongering predictions, the role of Saba in a revived sector, and more! This...

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025) is joined by two guests. First, Mark Niznik, lead manager at Artemis UK Future Leaders (AFL), discusses the fund's performance, investment philosophy and long-term strategy. Then Alexander Fitzalan Howard, the mana...

In this edition of the Money Makers Investment Trusts Podcast, Ailsa Craig, co-manager of International Biotechnology Trust (IBT) discusses the biotech sector including its recovering, M&A activity, and US regulatory stability, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This discussion was recorded on 16 June 202...

In this edition of the Money Makers Investment Trusts Podcast, Andrew McHattie, editor of the Investment Trusts Newsletter, returns for his monthly roundup of developments in the sector, including a look at the SpaceX IPO, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This discussion was recorded on Thursday 18 June...

In this edition of the Money Makers Investment Trusts Podcast, Marcus Phayre-Mudge, manager of TR Property (TRY), discusses the commercial property sub-sector with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This discussion was recorded on Friday 12 June 2026. Jonathan is now writing market and other comments on Substa...

In this edition of the Money Makers Investment Trusts Podcast, David Barron, chairman of BlackRock American Income (BRAI) and Baillie Gifford European (BGEU), discusses the strategy shift at BRAI, the change of manager at BGEU, and sector challenges, with Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025). This discussion was...

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), is joined once again by Ben Conway, head of fund management at Hawksmoor. Their discussion this time includes the health of the investment trusts sector, the role of activist investors and board responsibilities,...

Laurence Hulse, manager of the Onward Opportunities Trust (ONWD) joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), for a discussion including the performance and strategy of the trust, some of the portfolio holdings, and macroeconomic and political risks. The trust is still tiny in terms of market capitalisation but ha...