In this edition of the Money Makers Investment Trusts 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 Simon Edelsten, former fund manager at Mid Wynd International, and Anthony Leatham, head of investment trust research at Peel Hunt.
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Global equity investment trusts
0:00:51 – An overview of the global equities sector
0:01:46 – What is a global equity trust seeking to achieve?
0:06:17 – The proportion to invest in global equity trusts and the benchmark to use
0:14:14 – Passive funds as an alternative
0:22:31 – A short break
0:23:27 – Discount anomalies and buybacks
0:26:06 – Trusts investing in private assets
0:34:26 – Measures of risk
0:40:35 – Where we are in the market cycle
0:47:46 – 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 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.