Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Emma Bird, the head of investment trust research at Winterfloods. We discuss the general health of the sector, recent flow data and some of the recent news coming out from those names that have survived the cull of the last three years. Trusts mentioned inclu...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Georgina Brittain, the long-serving manager of J.P.Morgan UK Small Cap Growth and Income (JUGI), about recent developments in her still unloved UK equity sector. As the steady departure of companies to overseas and private buyers continues, what does she hope...
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Momentum is a powerful force in driving investment performance, but carries significant dangers too, says financial historian Edward Chancellor, author of The Price of Time, a brilliant book about the folly of sustained low interest rates. Reproduced here with the author's permission.
Human nature at work - beware! In the investment world, the practice of blindly following market trends is known as momentum. When it takes off, investors who select stocks based on fundamental criteria start to trail their benchmarks. Disappointed clients take their money elsewhere. The temptation for the va...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Andrew McHattie, editor of the Investment Trusts newsletter, about recent developments in the investment trust sector. Trusts we discuss include RIT Capital Partners (RCP), Herald (HRI), Schroder European Real Estate (SERE), Alternative Income REIT (AIRE), Gol...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here, he reviews the performance of his holdings as we move into the second half of 2026.
Reg Hoare H1 performance and attribution It has been notable in recent weeks that investment companies reporting results for the period ended 31 March 2026 have been ruing the unfortunate timing of ha...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Max King, the writer and former fund manager, about the latest developments in the markets - the Iran war fallout, AI exceptionalism and the latest news from the investment trust sector.
Latest trust analysis My colleague Stuart Watson's most recent...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week There are two guests on the podcast this week. First up is Mark Niznik, co-manager of Artemis UK Future Leaders (AFL), who makes the case for buying small-cap UK stocks with a value bias, coming off a long period of poor relative performance that could be a classic contrarian opportuni...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk about the biotech market with Ailsa Craig, co-manager of International Biotechnology (IBT), which recently transferred its mandate and its managers to Schroders. Biotech has been much in demand since last year after a long lean period, but with large ph...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, there are two episodes. In the first, I talk about commercial property in depth with Marcus Phayre-Mudge, the long-serving manager of TR Property (TRY), a trust that invests in the shares of other property funds. In the second, I discuss recent news from the s...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to David Barron, the experienced former head of investment trusts at JP Morgan Asset Management, who is now chairman of two investment trusts, BlackRock American Income (BRAI) and Baillie Gifford European Growth (BGEU), both of which have recently annou...
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