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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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 In the latest episode of the podcast, I talk to Ben Conway, head of fund management at Hawksmoor Fund Management, about the health of the investment trust industry. We discuss whether the sector has done enough to see off the challenges of the last four years, the recent amendments to ...
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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 Mighty oaks and little acorns? I noted in the last edition of the Investment Trusts Handbook that we cannot finally say that the supply and demand crisis in the investment trust sector has been fully resolved until we start to see a new wave of trusts coming to market to replenish and ...
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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 The latest episode of the podcast features my pre-recorded conversation with Evy Hambro, the long-serving manager of BlackRock World Mining (BRWM). It is highly topical as supplies of commodities and precious metals have been central to the tariff wars, higher than hoped for inflation ...
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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 The latest episode of the podcast features my regular discussion of investment trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. Trusts we discuss include Pantheon International (PIN), F&C (FCIT), Scottish Mortgage (SMT), Bluefield Solar (BSIF), Picto...
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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 The latest episode of the podcast features Ben Rogoff, the always interesting manager of Polar Capital Technology (PCT), a trust whose portfolio is currently constructed as an "AI maximalist". His view is that we have just passed an important milestone in the development of artificial ...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - 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 For the very latest episode of the podcast, I have been talking to Ashley Thomas, the renewables and infrastructure analyst at Winterflood Securities. We take a deep dive into the details of the various recent announcements from the government that are changing the basis on whi...
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