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In these alarming times, with the stock market down sharply and economies in lockdown as a result of the Covid-19 coronavirus pandemic, it is more important than ever to keep a balanced perspective on what is happening to your investments. With that in mind, we have started a new weekly podcast dedicated exclusively to following the latest news and developments in the investment trust sector. Every Friday afternoon Jonathan Davis, editor of the Investment Trusts Handbook, will be talking to Simon Elliott, head of investment trust research at Winterflood Securities, about the latest price, NAV and discount movements that week and digging deeper into some of the biggest current investment trust stories. To listen in, just sign up to our mailing list and you will be notified every time a new podcast has appeared (typically, this will be by midday on Saturday).  In the meantime please keep safe.

March 2020 was the worst single month for the FTSE All-Share index since 1986, with the index down 25% at its lowest point and 15% at the end of the month. Investment trust discounts predictably widened sharply in many sectors, but on average equity investment trusts comfortably outperformed the UK market index, a testament to their resilience. In our weekly investment trust podcasts we look back at the week just gone,  discuss the latest trust announcements and assess the outlook from here.

The 2020 Handbook is out

NEW COVER InvestmenTrustsHandbook20-front (1)

Edited by Jonathan Davis, with contributions from John Baron, Max King, Mark Dampier, Sandy Cross, Peter Spiller and many other experts, The Investment Trusts Handbook 2020 is an annual independent educational publication designed to provide investors with expert views and essential information about investment trusts (often referred to as the City’s best-kept secret). The latest edition, the third, contains more than 90% new or updated content and was published in December 2019. Master Investor calls it “truly the definitive guide to the sector right now”.

A high-quality, full-colour hardback, the Handbook is an indispensable companion for anyone looking to invest in the investment trusts arena. It contains more than 25 articles and interviews, as well as a guide to analysing investment trusts and a directory of all the largest trusts listed on the London stock market. There is also a free e-book version, containing the editor’s latest comments on the Woodford fund scandal and other topical issues. The Investment Trust Handbook is supported by: Aberdeen Standard, Artemis, Fidelity International and Jupiter Asset Management.

Wint IT summary 4 June 2020

Money Makers: podcast archive

Money Makers interview archive

Money Makers

The concept

At Money Makers we offer a range of comment, analysis, links and interviews, culled from the many sources that our editor has come to value over more than 35 years of following the financial markets as an author, national newspaper columnist and professionally qualified investor. If you are looking for speculative share tips, Money Makers will not be for you, but if you want top quality insight from some of the best minds in finance, you have come to the right place.

The content

Money Makers is conceived as a high quality information resource. The content on offer includes podcasts, Q&As with top professional investors, and links to articles by experts whose work we have reason to admire. We will also report on real and model portfolios and track fund and stock data. All this content is updated regularly on the website, with a regular email summarising the latest content.

From the archive: some high profile interviews

Neil Woodford
James Anderson
Terry Smith

Example portfolios (coming soon)

Jonathan shares example portfolios

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