In the latest edition of the Money Makers investment trust podcast released this week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Max King, the market and investment trust commentator and former Investec fund manager.
You can listen to this podcast in full on the audio player below. Alternatively, you can subscribe via our YouTube channel, and at most podcast platforms including Apple Podcasts, Spotify, and Soundcloud; and you can find us listed on The AIC’s Podcast Directory. We are grateful to J.P. Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial integrity intact.
If you are attending the Master Investor Show in London on 29 March, look out for Jonathan who will be signing copies of the latest edition of the Investment Trusts Handbook!
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262: Max King
0:00:41 – Reacting to the confusion coming from the US
0:04:01 – The implications following a peace in Ukraine
0:05:40 – Funding Europe’s and the UK’s defence
0:08:11 – The persistent discounts in the investment trusts sector
0:12:39 – A short break
0:13:34 – Boards’ response to the arrival of Saba
0:15:25 – The shrinking commercial property sector
0:17:10 – The IPO of Achilles Investment Trust (AIC)
0:19:39 – Private equity
0:22:22 – Cost disclosure and the FCA
0:23:10 – Portfolio changes
0:25:35 – Close
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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.