In the latest editions 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 Jonathan Brachle, co-portfolio manager at J.P.Morgan US Smaller Companies Trust (JUSC), and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).
You can listen to these podcasts in full on the audio players below. Alternatively, you can subscribe via our YouTube channel and most podcast platforms, including Apple Podcasts, Spotify, and Soundcloud. You can also 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.
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278: Jonathan Brachle
0:00:56 – The US markets and the Trump effect
0:02:54 – Managing the volatile environment
0:05:30 – Arguments for investing in the trust
0:10:55 – Currency
0:11:56 – Gearing
0:13:26 – A short break
0:14:32 – The continuation vote and viability of the trust
0:16:08 – Exciting holdings and disappointing holdings
0:20:17 – AI
0:23:04 – The argument for continuation
0:25:40 – Close
279: Peter Hewitt
0:00:44 – Stepping back from the trust
0:01:40 – Impacts of the Trump administration
0:10:20 – The performance of small cap trusts
0:15:05 – The style factor
0:24:15 – A short break
0:25:20 – Thoughts on Saba Capital
0:30:40 – Private equity
0:34:53 – Finding new sources of income
0:38:31 – Changes to the growth portfolio
0:43:40 – Close
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 280 podcasts in the five years since launch.
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.