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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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 have another of my regular discussions of recent news announcements from the investment trust sector with Andrew McHattie, editor of the Investment Trusts newsletter, and then discuss with Chris Clothier, co-CIO of CG Asset Management, the manager of Capital Gearing (CGT), his v...
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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), from this week we have added a set of content links, just below this paragraph, that can take you quickly to the different sections of the email. We will be adding yet further new content to the email over the next few weeks and while it should still be very straightforward to scroll through in one go, you might find it helpful to be able to skip from one part to the other directly. Feedback is welcome, ...
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On the podcast this week This week's podcast features a three-way conversation with two of our most popular speakers, Nick Greenwood, manager of MIGO Opportunities (MIGO), the special situations trust investor whose management contract recently migrated from Premier Miton to Asset Value Investors, and Ben Conway, the impressive young head of fund management at Hawksmoor Fund Management, best known for his prominent role in helping to co-ordinate and publicise the campaign to end the regulatory cost disclosure discrimination investment trusts struggle with. Our conversation ranges widely acros...
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