Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by James Carthew of QuotedData; and also previews a discussion with Carlos Hardenberg, the lead manager of the Mobius Investment Trust (MMIT) – available in full for subscribers to the Money Makers Circle.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers subscribers an opportunity to receive additional premium content, including interviews, investment trust performance data, market/portfolio reviews and regular extracts from the editor’s notebook. In addition to the regular features, this week the Circle features the full Q&A discussion with Carlos Hardenberg of the Mobius Investment Trust (MMIT), and a profile of the F&C Investment Trust (FCIT). A subscription costs £8 a month, or a modest £2 a week.
A quiet week for the markets
00:45 – Review of the week
02:42 – Money Makers Circle
04:15 – James Carthew
12:29 – Corporate news
31:35 – Windfall Profits Tax on renewable energy
39:19 – Q&A with Carlos Hardenberg (extract)
41:53 – Money Makers Circle
51:37 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Home REIT (HOME)
- Digital 9 Infrastructure (DGI9)
- AT85 Global Mid-Market Infrastructure Income
- JPMorgan Russian Securities (JRS/JEMA)
- Chrysalis Investments (CHRY)
- The Renewables Infrastructure Trust (TRIG)
- Long Term Assets
- Convicton Life Sciences
- NB Monthly Income (NBMI)
About Money Makers
We are an independent research and publishing venture committed to providing high-quality investment information and resources. You can sign up below to be notified about the latest podcasts by email as soon as they become available. Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. We are very grateful for your continued support and the enthusiastic response to our over 130 podcasts in the more than two years since launch.
Disclosures about the editor’s personal holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.