Money Makers

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 Gaurav Narain, lead manager at India Capital Growth Fund (IGC). This discussion was recorded on Monday 18 November 2024. Section Timestamps: 0:00:24 - Introduction 0:00:44 - The Indian economy since Modi’s r...

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 15 November 2024. Section Timestamps: 0:00:23 - Introduction 0:00:44 - Market reactions to big events of th...

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 ma...

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?...

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-ef...

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 interv...

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...

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...

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...

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 g...

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 brea...

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 0:0...

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...

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...

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...

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...

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 new...

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 Ma...

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 particular...

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 - Rev...

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, b...

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...

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 - Corpor...

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 en...

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. S...