For premium subscribers we periodically do podcast interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This one is with Hugh Sloane, the founder of the successful London-based hedge fund business Sloane Robinson, a longstanding friend and professional contact of mine. You can read an earlier interview with him from five years ago here - we sat down this week to talk about Japan and the world more generally.
What's your take on what's going on in the global markets at the moment? The most interesting thing ...
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This is our weekly roundup of investment trust announcements and data. The data on the week's biggest gainers, losers and discount changes is at the top. If there are trusts you are interested in, the links will take you to the relevant London Stock Exchange announcement. The percentage figures show the initial share price responses. Simon Elliott and I continue to discuss the most interesting ones in the free weekly Money Makers investment trust podcast. Please note that the charts and weekly performance data were correct as of Friday (not Saturday) morning.
Recent trust performance This i...
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This is the first of a number of regular market reviews I plan to include in the Money Makers service, delivered in video format. The first one was recorded on January 24th 2021. Being the first in the series, I have used it to explain how I use charts to track the current state of the markets, looking in this case at the simple building blocks of any investment portfolio - inflation, bond yields and stock market indices.
I am not a great believer in technical analysis - the idea that specific chart patterns can tell you exactly what to buy and sell and when to do so - but I do know that they...
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There are a lot of valuable things to read this week - it goes like that sometimes. Other weeks nothing much of interest seems to pass my inbox. The week itself has been dominated by the inauguration of Joe Biden as President of the United States, which fortunately went off peacefully. The markets are expecting a big stimulus package to back up the already exceptional amounts of monetary stimulus and help reignite economic growth after the vaccines start to kick in and bring an end to the current wave of stringent lockdowns we are seeing across many countries, although there seems to be a clea...
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For premium subscribers we periodically do podcast interviews with fund managers and analysts about current market conditions and funds (occasionally shares) that we invest in. This one is with Mike Seidenberg, who has worked alongside Walter Price as co-manager of the Allianz Technology Trust since 2009 and is responsible for analysing their software holdings in particular. The transcript is a lightly edited version of an original hourlong recording. It is a long read, but one which I found helpful and may be also to you if you are interested in deciding whether to continue with your technol...
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This is our weekly roundup of investment trust announcements and data. The data on the week's biggest gainers, losers and discount changes is at the end. If there are trusts you are interested in, the links will take you to the relevant London Stock Exchange announcement. The percentage figures show the initial share price responses. Simon Elliott and I continue to discuss the most interesting ones in the weekly Money Makers investment trust podcast. Please note that the charts and weekly performance data were correct as of Friday (not Saturday) morning.
Weekly trust performance
Some inte...
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Stuart Widdowson is the manager of the Odyssean investment trust, a relatively recent newcomer to the UK smaller companies sector, it having IPOed in May 2018. The investment approach he adopts is the same however as the one which he pursued when managing the Strategy Equity Capital trust, with good results, from 2009 to 2016, so his track record therefore is effectively longer than it might at first appear.
The objective of the trust is to run a concentrated portfolio of UK-listed small and medium-sized companies that is largely neutral between a value and growth approach, with a focus on...
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Jonathan Davis These are the latest extracts from my weekly diary, highlighting interesting research and other odds and ends that I have read, heard or noted. Some will relate to specific stocks, others to more general market phenomena. In addition I will keep you updated on future developments and additions to the circle content.
Housekeeping update As before, if you are reading this it should mean that you have successfully logged into the Money Makers website and can see the latest content. From this weekend, the plan is for a list of premium content published in the week just gone to be ...
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This is our weekly roundup of investment trust announcements and data. The data on the week's biggest gainers, losers and discount changes is at the end. Obviously you won't want to follow up on most of the links, but if there are trusts you are interested in, the links will take you to the relevant London Stock Exchange announcement. The percentage figures show the initial share price responses. Simon Elliott and I continue to discuss the most interesting ones in the weekly Money Makers investment trust podcast. Please note that the charts and weekly performance data were correct as of Frida...
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Jonathan Davis Happy New Year to everyone. Most weeks I aim to provide some short extracts from my weekly diary, highlighting interesting research and other odds and ends that I have read, heard or noted. Some will relate to specific stocks, others to more general market phenomena. In addition I will keep you updated on future developments and additions to the circle.
The circle is up and running If you are reading this it should mean that you have successfully logged into the Money Makers website and can see the latest content. This weekend the following items are due to be posted here this ...
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