The Money Makers newsletter

Our weekly subscription newsletter, exclusively delivered to members of the Money Makers Circle, is a comprehensive summary of all the news and developments that are likely to concern you if you are an investor in investment trusts. The newsletter is emailed out to your inbox every weekend. If you are interested in independent research and information – we don’t offer sponsored content, or take adverts – this could be the answer to your needs. As well as a comprehensive roundup of all the latest news announcements from trusts, meaning you will never miss anything that might affect your portfolio, we also offer expert trust analysis and periodic market commentary and videos by myself and guest contributors.

In summary this is what a subscription includes:

• Around 200 in-depth fund profiles by my colleague Stuart Watson (click here for a free sample)
• A comprehensive weekly summary of the latest investment trust news (click here for a free sample)
• Instant links to all the latest investment trust results, to save you time and minimise those tiresome clicks
• Tables of the biggest share price and NAV movements over the last month
• Weekly tables of z-scores (statistical analysis of trusts that are trading outside their normal discount ranges)
• My notes and commentary on individual trusts and markets, plus my list of favourite funds
• Periodic video reviews of market and sector performance
• Guest columns by historian Edward Chancellor and others, including portfolio reviews

The current cost of a subscription is £12 a month, or £120 a year – outstanding value, we like to think, as an information and educational resource for thoughtful, long-term investors. While for regulatory reasons we cannot give individual investment advice or stock recommendations, we have more than 50 years of relevant experience to draw on when analysing developments in both financial markets and investment trusts.

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, it 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 is 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

“I am very much enjoying your podcasts, tutorials, and articles – thank-you so much for continuing to run the Money Makers program for such a relatively small contribution from us listeners and viewers”. HE. 

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 five years. Each week, Jonathan Davis, editor of the Investment Trusts Handbook, talks to expert guests about the latest news and the outlook for markets and individual trusts. The podcast attracts thousands of listeners a week and is available on most platforms, including Soundcloud, Apple, Spotify, Amazon, and YouTube. We are grateful for the sponsorship of J.P.Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial independence intact. The podcast was named the winner in the Best Broadcaster category in the AIC Media Awards in both 2024 and 2025.

Feedback from listeners

“Jonathan’s podcast goes from strength to strength. Great guests, week in week out. Highly recommended”. Ben Conway, CIO, Hawksmoor Fund Management. 

“Very informative and very entertaining – the most productive 30 minutes of my day!” Alastair Laing, CG Asset Management, 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”. Professor 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

“Just wanted to say how much I appreciate your podcasts, wish I had discovered them years ago. It is really interesting to listen to the various managers–particularly enjoyed PIN and RKW”. DM.

“I found my way to your podcast recently and have been enjoying it a lot.  I feel it is taking my education to a higher level!” AJ.

“Thanks for all your great work on the podcast – I’m an avid listener!”  BP.

“I am a big fan of the Money Makers podcast – thank you for bringing interesting views every weekend”. HC.

“Brilliant and thought-provoking as ever. I rate this as one of the best financial podcasts out there”. SC.

“Full of useful articulate encouraging material…….Thank you very much. For these invaluable insights”. FH.

“Brilliant. Rarely miss any [episode]. Thank you. FR, fund manager, FCA.

You can also sign up for our mailing list below, and you will be notified every time a new podcast appears.

Introducing Money Makers

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