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The Money Makers podcast

We have been producing a free weekly podcast dedicated exclusively to following the latest news and developments in the investment trust sector for more than three years. Each week Jonathan Davis, editor of the Investment Trusts Handbook, summarises the headline news from the sector and talks to a series of different expert guest speakers. In April 2023 we completed our 150th edition. The podcast attracts several thousand listeners each week. To listen, sign up to our mailing list below and you will be notified every time a new podcast has appeared, which is normally on Saturday afternoons. We are grateful for the sponsorship of J.P.Morgan Asset Management, whose support enables us to keep the podcast free.  The content of the podcast remains editorially independent.

Feedback from listeners

“Very informative and very entertaining – the most productive 30 minutes of my day!” AL, London

“For me, your podcast is one of my must listens”  MB, FCA

“I enjoyed your presentation as I do your weekly podcasts. Many thanks for your valuable insights”. Prof BD

“A quick email to say thanks for the great podcasts the last few weeks”. EL, London

“I have been listening to your podcast show Money Makers and have thoroughly enjoyed it”. LC

“Love the podcast – especially in its new format”. JH

“Thank you very much for all your help. I love your podcast, by the way, my favourite of the week!” BB


Introducing Money Makers

In this video Jonathan Davis explains what is on offer to followers of the Money Makers website – both the weekly investment trust podcast and the Money Makers Circle, our premium subscription offering.

The Money Makers circle

We have a members’ subscription service, the Money Makers circle, that invites you to share our exclusive premium content, which includes the most interesting research, conversations and media items that inform our editorially independent perspective on the markets. While the focus is primarily on investment trusts, you will also find views on the overall markets and asset allocation issues. NEW since December 2023: Subscribers now receive an extended weekly email every Friday with multiple items of news and comment and links to further website content.

Curated by the editor Jonathan Davis, who has more than 30 years of relevant professional investment experience, subscriber content includes:

  • In-depth fund profiles (click here for a free sample)
  • A comprehensive weekly summary of all the latest investment trust news (click here for a free sample)
  • The biggest share price, NAV and discount movements, both weekly and year to date
  • The editor’s notes on individual trusts and markets
  • The editor’s favourite funds across various sectors
  • Short Q and As with high profile fund managers and analysts
  • Guest columns by historian Edward Chancellor and others

The cost is currently £8 a month, or £96 a year – outstanding value, we think, for thoughtful, long term investors. Subscribers also now have the opportunity to submit questions – and while for regulatory reasons we cannot give individual investment advice, we do endeavour to answer half a dozen of the most interesting questions at regular intervals.

Reader feedback

“I find your website very useful. I have been investing in investment trusts for our family pension funds for years”.  N.D

“I am a fairly recent subscriber, and think you have a great service, not only providing information on the investment trusts, but also the general market and economy”. J.R

“I am now able to access the Money Makers site. Already I can see that there is plenty of very useful material here”. I.P

“Enjoying all your work and the podcast. If you could make SMT go up would make things even better!” J.S 

“I have found both the podcast & premium content excellent – keep up the good work”. C.C

“Thank you for excellent content about investing and investment trusts. It is much enjoyed and appreciated”. M.H

“This is just a quick note to congratulate you on the excellent changes made to the format which have enhanced the experience substantially. Everything in one place and very user friendly”. S.E 

“Your latest weekly email is excellent. Long may it continue and develop. It is a breath of fresh air in the closed world of finance”. S.B

“As I think you point out, it is difficult to find quality unbiased information regarding investment and yours is the only source I am happy to pay for”. MWW

“Just a quick bit of feedback on the new weekly email – it is great.  Short, sweet and to the point.  A great added initiative”. KS 

Out now: the 2024 Investment Trusts Handbook

The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you. need to know about investment trusts (often referred to as the City’s best-kept secret). It is edited by Jonathan Davis, with expert contributors including John Baron, Alan Brierley, Richard Stone, James Carthew, Richard Curling, Alex Davies, Simon Elliott, Nick Greenwood, Peter Hewitt, Matt Hose, Max King, Ewan Lovett-Turner, Colette Ord, Alastair Laing and Stuart Watson, alongside Q and As with prominent fund managers.

Now in its seventh year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus 90 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House or Amazon. The latest edition was published on 12 December 2023.

Latest trust discounts and performance

Winterflood Chart 14 Mar 2024

What you get with 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 and independent information resource for serious-minded investors. The content on offer includes podcasts, Q&As with top professional investors, market and portfolio reviews, detailed fund profiles (click here for a free sample) and links to articles by experts whose work we have reason to admire. We also track fund and stock data. All this content is updated regularly on the website, with regular emails summarising the latest free and premium content.

Money Makers delivers the best in financial thinking

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