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 Andrew McHattie, editor of the Investment Trusts Newsletter.
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! The Handbook is now also available as an audiobook edition on YouTube.
Jonathan also recently sat down with Peter Spiller for a conversation which is available as an edited transcript. Peter spoke about the market impact of Trump’s extraordinarily erratic policymaking and why the bond markets hate it. He also reiterates the case for owning index-linked in these market conditions and the need for investment trusts to reform or die.
If you enjoy the Investment Trusts 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 usual features, the Circle features a profile of Finsbury Growth & Income (FGT). Future profiles include Bluefield Solar Income (BSIF) and Baillie Gifford US Growth (USA). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week’s biggest share price, NAV and discount movements. The content of that email is also available for subscribers via the website. A subscription costs £12 a month, or £120 for one year with a two week free trial.
263: Andrew McHattie
0:00:57 – The state of play in the third month of the Trump administration
0:04:23 – Trust performance over the past five days
0:09:31 – The commercial property sector
0:19:52 – A short break
0:20:48 – The equity investment trust sector
0:25:19 – Murray International (MYI)
0:29:07 – Law Debenture (LWDB)
0:32:13 – Battery storage – Harmoney Energy Income (HEIT)
0:34:33 – Seraphim Space Investment Trust (SSIT)
0:37:45 – The latest developments with Saba Capital
0:40:06 – The Weekly Email and the Investment Trusts Newsletter
0:41:40 – 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.