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 slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Emma Bird, the head of investment trust research at Winterfloods. We discuss the general health of the sector, recent flow data and some of the recent news coming out from those names that have survived the cull of the last three years. Trusts mentioned inclu...
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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 slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I talk to Georgina Brittain, the long-serving manager of J.P.Morgan UK Small Cap Growth and Income (JUGI), about recent developments in her still unloved UK equity sector. As the steady departure of companies to overseas and private buyers continues, what does she hope...
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The rivalry between Silicon Valley's leading lights over AI is symptomatic of a fundamental human flaw, says financial historian Edward Chancellor, author of a definitive history of past speculative excesses, from the South Sea Bubble onwards, and The Price of Time, a brilliant book about the folly of sustained low interest rates. Reproduced with the author's permission.
Human nature at work - beware! Economic theory posits that utility arises from within the individual; corporations aim to maximise profits; and investors seek the greatest returns for a given level of risk. But none of thes...
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Indexing has become such a large part of the market that it can no longer be called passive investing, says financial historian Edward Chancellor, author of a definitive history of past speculative excesses, from the South Sea Bubble onwards, and a brilliant recent book, The Price of Time, about the folly of sustained low interest rates. This article is reproduced with the author's permission.
Goodhart's Law is at work again Goodhart’s Law states that when a measure becomes a target, it ceases to be a good measure. The British economist Charles Goodhart came up with the idea in the mid-1970...
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It is too late to jump on the bandwagon that has driven shares in chip manufacturers through the roof, says financial historian Edward Chancellor, author of a definitive history of past speculative excesses, from the South Sea Bubble onwards, and a brilliant recent book, The Price of Time, about the folly of sustained low interest rates. This article is reproduced with the author's permission.
Shares in semiconductor stocks have been surging As investment in artificial intelligence surges, demand for semiconductors has gone through the roof. Prices for logic and memory chips have climbed fa...
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Looking for the losers from technological change is a more certain and profitable business than trying to pick the winners, says financial historian Edward Chancellor, author of a definitive history of past speculative excesses, from the South Sea Bubble onwards, and a brilliant recent book, The Price of Time, about the folly of sustained low interest rates. This article is reproduced with the author's permission.
Markets have poor scorecard for spotting AI losers When a groundbreaking new technology arrives, it’s often easier to spot the losers than the winners, says the author and investo...
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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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The AI bubble will burst, says financial historian Edward Chancellor, author of a definitive history of past speculative excesses, from the South Sea Bubble onwards, and a brilliant recent book, The Price of Time, about the folly of sustained low interest rates. An earlier version of this article first appeared on the online financial website, Reuters Breakingviews, and is reproduced with the author's permission.
Throughout the late 1990s Fred Hickey, the editor of The High-Tech Strategist, was relentlessly critical of the wild market excesses of the time. So-called “bubbleheads” responded ...
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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 It is gratifying to be able to report that the podcast has won another award, the Broadcast Journalist of the Year in the AIC's annual media awards. This is the second year running that the Money Makers podcast has picked up the honour. I would like to take this opportunity to thank my colle...
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Financial historian Edward Chancellor, author of a brilliant recent book, The Price of Time, weighs in on the topical issue of the artificial intelligence boom. Can the massive spending by Big Tech produce enough profits to justify their current share prices? This is his take. An earlier version of this article first appeared on the online financial website, Reuters Breakingviews, and is reproduced with the author's permission.
Tech firms plan to pour trillions of dollars into developing artificial intelligence. Every incremental dollar of new investment carries an even higher value in the ...
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