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 Sandy Nairn, chief investment officer of the self-managed multi-asset trust Global Opportunities (GOT), and his colleague Alan Bartlett, from the trust's advisory firm Goodhart Partners. The topics we discuss include the "End of the Everything Bubble" (is it over yet?), where markets might be heading now and the trust's distinctive approach to managing money, not as widely understood as it deserves to be. (Disclosure: I am the co-author with Sandy of a book about Sir John Templeton's investment methods and a collaborator on sever...
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