AIC Best Broadcast Journalist 2024
In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, reviews the week in the markets and speaks to Craig Baker, chair of the investment committee at the Alliance Trust (ATST), and Duncan MacInnes, manager of the Ruffer Investment Company (RICA).
You can listen to this week’s 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. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
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FCA signals movement on the cost disclosure issue
0:01:18 – Money Makers Circle
0:03:02 – This week’s guests
0:03:48 – Review of the week
0:05:28 – Podcast format changes
0:05:44 – Q&A with Craig Baker and Duncan MacInnes
0:08:14 – A return to a Goldilocks environment?
0:10:00 – Confidence in the returns from the equity market
0:12:02 – Summarising Ruffer’s latest results
0:14:45 – AI and the Magnificent Seven
0:23:26 – The US election
0:29:19 – The US vs the rest of the world
0:32:30 – The UK equity market
0:35:50 – Impressions of the new government
0:38:18 – Cost disclosure reporting
0:40:04 – The Alliance Trust and Witan merger
0:43:08 – The discount on the trusts.
0:45:57 – Final comments
0:48:02 – Close
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 230 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.