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 This week on the podcast, I talk to Max King, the writer and former fund manager, about the latest developments in the markets - the Iran war fallout, AI exceptionalism and the latest news from the investment trust sector.
Latest trust analysis My colleague Stuart Watson's most recent...
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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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On the podcast this week On this week's podcast, with a UK general election now suddenly upon us, I discuss that and specific investment trust issues with two regular guests, Charlie Morris, the CEO of Bytetree Research, an independent investment research firm, and Andrew McHattie, editor of the Investment Trusts newsletter. Apart from politics, we cover the global macro outlook and the latest news from the investment trust sector, including this week's updates from Scottish Mortgage (SMT), Asia Dragon (DGN), HICL Infrastructure (HICL), Capital Gearing Trust (CGT), Chrysalis (CHRY) and two o...
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On the podcast this week On this week's podcast, I talk first to Richard Hulf, co-founder and managing partner of HydrogenOne Capital, which manages HydrogenOne Capital Growth (HGEN). This specialist vehicle came to market in July 2021 and has experienced both the highs and lows of recent investment trust experience, rising to a premium on launch before falling to a disappointing 50% discount, despite making decent operational progress. We discuss why anyone might think about investing in hydrogen, how and whether the trust can grow without the current ability to issue new equity, recent NAV a...
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