Jonathan Davis My notes include some thoughts on topical issues and a practical issue - whether or not you should look to take part in secondary issuance when it comes in the form of a placing at a premium to NAV. The profile this week is of Scottish American, the Baillie Gifford managed trust better known colloquially as SAINTs. The Q and A is with James Hart, the Investment Director of the Witan investment Trust.   Happy Easter meanwhile to all subscribers. 

Is a recession coming? There was a lot of excitement a few days ago when the yield curve looked like it had inverted, with long term U...