Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week Boaz Weinstein's webinar this week in which he explained his plans for the seven trusts where Saba Capital has requisitioned meetings to oust their boards of directors was unlike anything we have witnessed in the sector in my lifetime. It was an hour and a qu...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week We are going to hear a lot more about Saba Capital before the seven meetings it has requisitioned come round, starting on 22 January with the Herald (HRI) meeting. After my video review of Saba Capital's plans shortly before Christmas, I called in two differe...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week Instead of a normal audio podcast, a couple of days before Christmas I published a video review of Saba Capital's plans to take down the boards of seven trusts through requisitioned votes. This story will continue to dominate the headlines for the next month or so as the board...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week the podcast features Gavin Lumsden, the investment trusts editor at Citywire, who recently announced his intention to step down after nearly 25 years. We discuss how the world of investment trusts has changed over that time and reflect on some of the highlights of th...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week the podcast features one of my regular roundup conversations with Andrew McHattie, editor of the Investment Trusts newsletter, in which we discuss among other items, the latest results from Polar Capital Technology (PCT), MIGO Opportunities (MIGO) and TwentyFour Sele...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week's episode features one of my most popular guests, in the form of a return appearance from Marcus Phayre-Mudge, the manager of TR Property (TRY). We discuss whether the commercial property business has finally turned the corner after a torrid few years and if the wave...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week's episode features another round-up of recent market and investment trust news, with regular contributor Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPG/CMPI), in the review chair this time round. We discuss how and why discounts have moved recen...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week's two episodes feature Gaurav Nurain, manager of the India Capital Growth Fund (IGC) for the past 13 years, discussing the recent weakness of Indian equities following several years of strong performance, and Elisabeth Stheeman, the chair of the Edinburgh Investment ...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week's edition features the latest of my regular news roundups with Andrew McHattie, editor of the Investment Trusts newsletter. Trusts covered included Scottish Mortgage (SMT), Fidelity Special Values (FSV), 31 Infrastructure (3IN), Henderson Far East Income (HFEL), Baillie Gifford China ...
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Exclusive to subscribers to the Money Makers Circle Contents - On the podcast this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Thoughts on the news - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week we have issued two more episodes of the podcast. In the first, I discussed the outlook for tax-efficient investments such as VCTs and EIS with Nick Hyatt from The Wealth Club, a specialist UK broker for tax-efficient investments, and Robert Whitby-Smith, a partner of Albion Capital, one of the ...
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