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 Regular guest Andrew McHattie, editor of the Investment Trusts newsletter, returns to the Money Makers podcast this week, discussing, amongst other things, the impact of the Middle East crisis on the investment trusts sector, the latest Saba Capital developments, and resignat...
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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 - Trust watch - 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 look for a second opinion on the outlook for Japan by talking to Paul ffolkes Davis, the chairman of Rising Sun Management, which manages Nippon Active Value (NAVF), a Japanese activist fund that has grown impressively through a combination of perfo...
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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 This week on the podcast, I revisit the complex and, for shareholders, frustrating world of battery storage with Ben Guest, the manager of Gresham House Energy Storage (GRID). It has been "the best and worst of times" for this renewable energy trust since its IPO in 2018 - orig...
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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 This week on the podcast, I discuss one of the big topics of the day, the remarkable Japanese election result, with Nicholas Weindling, the manager of J.P.Morgan Japanese (JFJ). What are the implications for Japanese equities, bonds and the yen of the resounding victory won by ...
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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 This week on the podcast, I resume my regular catch-up with Andrew McHattie, the editor of the Investment Trusts newsletter. We discuss the surge in the Japanese stock market and the snap election there, the latest developments at Saba Capital's targets Herald (HRI) and Edinbur...
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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 This week on the podcast I talk to Gabriel Sacks, the lead manager of Aberdeen Asia Focus (ticker: AAS), an investment trust that invests in smaller companies across Asia (excluding Japan). The trust, managed for many years by Hugh Young, who retired in 2023, has capitalised on...
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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 talk to Jean-Hugues de Lamaze, manager of the Ecofin Global Utilities and Infrastructure (EGL), a unique vehicle in the investment trust universe that invests in the shares of utilities and infrastructure companies rather than directly into infrastru...
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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 - Trust of the week - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I review recent developments with Peter Hewitt, the former fund manager of the CT Global Managed Portfolio (CMPI/CMPG) until his retirement last year, now still very active in the investment trust sector, both personally and professionally. We discuss a week ...
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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 - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Ashley Thomas, the renewables and infrastructure analyst at Winterflood Securities. We discuss the results of the latest offshore wind auction announced this week by Ed Miliband and its likely impact on the renewables sector. He then goes on to explain wh...
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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 - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Jonathan Simpson-Dent, the chairman of Edinburgh Worldwide (EWI), ahead of the forthcoming requisitioned shareholder meeting called by Saba Capital for January 20th. Saba now has a 30% stake in the trust and is looking to have all six of the existing direc...
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