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 - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week Our two latest podcast episodes feature Jim Mellon, the millionaire investor and philanthropist, explaining why he is buying investment trusts today and what he makes of the global markets in the Trump era, and another round-up call with Andrew McHattie, editor of the Investment Trusts newslet...
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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 - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week Our two latest podcast episodes feature Nick Brind, co-manager of Polar Capital Global Financials (PCFT), one of the leading beneficiaries of a higher interest rate world, now approaching its five-yearly tender at the end of June, and Chris Clothier, co-Chief Investment Officer of CG Asset Man...
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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 - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week Our two latest episodes feature Jonathan Brachle, co-manager of J.P.Morgan US Smaller Companies (JUSC), talking about the prospects for smaller US companies, and a news and announcement round-up call with Peter Hewitt, the experienced manager of CT Global Managed Portfolio (CMPG and CMPI).
La...
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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 - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week On the podcast this week I have another regular catch-up on recent trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. We are also publishing a transcript of my conversation with Peter Spiller, the long-serving manager of Capital Gearing Trus...
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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
What's new this week On the podcast this week I talk to Max King, the former fund manager at Investec, and now a popular columnist in the media, about the dramatic events of the last few days, including the market reaction to Trump 2.0. We also discuss the investment trust sector in ...
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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 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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Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at Scottish Mortgage in the light of the impending retirement of its transformer-in-chief, the visionary James Anderson. My notes cover the Federal Reserve and the UK equity income sector, while I also have recorded a video about the Money Makers income portfolio, bringing it up to date and reviewing its characteristics. The next edition of the annual Investment Trusts Handbook, the fifth in the series, is due out on December 14th. As well as the traditional 280-page hardback, there is a free e-book download available from...
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Jonathan Davis The notebook this week has more about the 20 trusts I wrote about last week, and a number of shorter notes. There is no Q and A but instead there will be an imminent video about market and trust performance. Looking ahead, I expect to have more news shortly about additional content to round out the offering to circle members, including regular reviews of specific investment trusts.
20 investment trusts (continued) Some more comments on the 20 investment trusts that I recruited for my original 20-strong list in 2010, about which I wrote last week. Alert readers may have noted ...
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