In the latest editions of the Money Makers investment trust podcast released this past week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, was joined by Jack Caffrey, co-portfolio manager at J.P.Morgan American Investment Trust (JAM), and Andrew McHattie, editor of the Investment Trusts Newsletter.
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240: Jack Caffrey
0:00:54 – Reaction to the US election result
0:04:08 – The resilience of the US market
0:06:53 – Value as a style
0:09:03 – Tariffs
0:11:47 – The strength of the dollar
0:14:04 – A short break
0:15:00 – Risks from a changing Fed chairperson
0:16:45 – Thoughts on Tesla and Nvidia
0:20:52 – Berkshire Hathaway and Buffet’s decision to sell Apple
0:22:59 – The approach to portfolio management
0:24:45 – Sustainability of the annualised total return
0:26:30 – Close
Recorded: 11 November 2024
241: Andrew McHattie
0:00:44 – Market reactions to big events of the past few weeks
0:05:22 – Scottish Mortgage Trust (SMT)
0:09:02 – Fidelity Special Values (FSV)
0:12:43 – 3i Infrastructure (3IN)
0:14:54 – Henderson Far East Income (HFEL)
0:18:19 – A short break
0:19:14 – Weiss Korea Opportunity Fund (WKOF)
0:20:51 – The collapse of HH2E, and the renewable energy sector
0:26:08 – J.P.Morgan Core Real Assets (JARA)
0:29:07 – GCP Asset Backed Income (GABI) / Blackstone Loan Financing (BGLF)
0:32:28 – Tritax Eurobox (EBOX) and consolidation in commercial property
0:34:29 – Baillie Gifford China Growth (BGCG) and the China trusts
0:39:37 – Close
Recorded: 15 November 2024
About Money Makers
We are an editorially 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 nearly 240 podcasts in the over four 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.