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 - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I discuss the market reaction to the Federal Reserve's 0.5% interest rate cut and look ahead to the US election and the outlook for global markets with Craig Baker, the lead manager of Alliance Trust (ATST) and Duncan MacInnes, manager of Ruffer (RICA). It is a chance to look at t...
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Contents As the content of the weekly email continues to expand (and we aspire to offer you the most comprehensive range of independent information for anyone interested in investment trusts), we recently added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We have reordered them slightly in response to reader feedback. - On the podcast this week- Latest trust profile- Trust news over the past week- Recent issuance and buybacks- Thoughts on the news- This week's biggest movers- Good reads- Videos and performance review- Appe...
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On the podcast this week On this week's podcast, I talk to James Carthew, director of research at Quoted Data, and Craig Baker, chair of the investment committee at Alliance Trust (ATST). The latter has just reported some excellent annual results and appears to be making a strong comeback from the travails that raised questions about its viability a few years ago before the business was streamlined and repurposed around a single general equity trust. Its relatively low cost, "best ideas" multi-manager stock picking approach is distinctive in the investment trust universe and offers a genuine ...
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