Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, manager of the Ruffer Investment Company (RICA).
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. This week, as well as the regular features, the Circle features features a profile of Foresight Sustainable Forestry (FSF), and Jonathan provides the first of his reviews of the four Money Makers Model Portfolios. A subscription costs £8 a month, or a modest £2 a week.
A quietly positive week
00:59 – Highlights of the week
02:31 – Money Makers Circle this week
03:25 – Investment trust news highlights
06:09 – Q&A with Duncan MacInnes
12:25 – Trading around the impact of UK index-linked gilts during the Truss administration
13:47 – Exposure to energy
18:28 – Ruffer’s selling point
24:18 – Lagging indicators and company earnings
28:07 – Navigating choppy waters
31:57 – The dollar and the US
36:40 – Capacity constraints on the investment trust?
41:25 – Difficulties in achieving numbers that beat inflation
42:32 – A strategy to deal with volatility
45:18 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- 3i Group (III)
- Literacy Capital (BOOK)
- Oakley Capital Investments (OCI)
- Tritax Big Box (BBOX)
- Invesco Asia Trust (IAT)
- CT Global Managed Portfolio Trust (CMPG/CMPI)
- Henderson Smaller Companies Trust (HSL)
- Edinburgh Worldwide (EWI)
- BH Macro (BHMG)
- Home REIT (HOME)
- Finsbury Growth and Income (FGT)
- Blackstone Loan Financing (BGLF)
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 140 podcasts in the more than two and a half 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.