In the latest edition of the 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 Peter Hewitt, former manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).
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296: Peter Hewitt
0:01:33 – The investment trust sector this year
0:06:37 – Tackling discounts
0:12:56 – The trend of a shrinking sector
0:16:44 – Reacting to underperformance
0:22:02 – The income component and yield
0:27:24 – A short break
0:28:31 – The performance of renewables
0:33:42 – Peter’s portfolio
0:39:18 – Europe and Asia
0:43:01 – A quick word on rugby!
0:44:12 – Close
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Disclosures about the editor’s holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.