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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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 On the podcast this week, I turn from the general to the specific with a 45-minute conversation with Steven Marshall, the founder, chairman, and managing partner of Cordiant Digital, the manager of Cordiant Digital Infrastructure (CORD), a trust that I like and hope succeeds. T...
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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 On the podcast this week, I discuss with regular guest Andrew McHattie, editor of the Investment Trust newsletter, the latest news from the investment trust sector, with some passing comments on the performance of global financial markets in the light of the Iranian crisis. Tru...
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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 - Market watch - 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, while we wait to see the consequences of the ceasefire in the Middle East, I take the opportunity to make a few comments on the current status of the investment trust sector, after what's been a very torrid six years since we produced the first episo...
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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 - Market watch - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week With the Iran war now five weeks old and no sign of a conclusion, I discuss some of the broader investment implications with two guests this week on the podcast, as well as how they are reacting to the ongoing events in the Gulf. The first is Jasmine Yeo, the manager of the R...
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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 - Market watch - 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, Peter Hewitt, the former manager of CT Global Managed Portfolio, and now a regular contributor to the podcast, gives his take on the stormy month we have all just lived through in the markets. He is followed by Carlos Har...
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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 - Market watch - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week In the podcast this week, I have the chance to have a topical conversation with the chairman and co-manager of BlackRock Energy and Resources Income (ticker: BERI). I ask for the manager's thoughts on the latest developments in the Iranian war and its potential impact on mark...
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