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 content - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the latest Money Makers podcast, I talk once more to Andrew McHattie, the editor of the Investment Trusts newsletter. In one of our regular reviews of recent news from the investment trust sector, trusts we discuss include Alternative Income REIT (AIRE), Aquila European Renewables (AER...
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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 content - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Omar Negyar, the lead manager of J.P.Morgan Emerging Markets Dividend Income (JEMI). This £540m market cap trust is a sister fund to J.P.Morgan Emerging Markets Growth and Income (JMGI). Paradoxically, perhaps, the latter has a higher headline yield tha...
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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 On the podcast this week, I talk to Neil Rogan, a fund manager with more than 30 years' experience who is now chairman of two investment trusts, Invesco Asia Dragon (IAD) and Baillie Gifford UK Growth (BGUK) and a non-executive director of a third, J.P.Morgan Global Growth and Income (JGGI). Few...
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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 On the podcast this week, I talk to Sandy Nairn, the lead manager of the Global Opportunities Trust (GOT), about AI and how it will play out in the financial markets. This is the subject of his new book, How AI Will Move Markets, to be published in December by Pan McMillan (pre-order here). It i...
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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 Some high-profile trusts are the subject of discussion in the latest podcast, which features Tom Treanor and Charlotte Cuthbertson, co-managers of MIGO Opportunities (MIGO), the special situations trust formerly managed by Nick Greenwood until his retirement. Since management of the trust was ta...
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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 It's a good moment to catch up on the podcast with two fund managers operating with non-UK mandates: Roddy Snell, the lead manager of Baillie Gifford's Asia Pacific investment trust Pacific Horizon (PHI), the fifth-strongest performer of all investment trusts over the last 12-18 months, and Nish...
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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 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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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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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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