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 - Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week's edition features the latest of my regular news roundups with Andrew McHattie, editor of the Investment Trusts newsletter. Trusts covered included Scottish Mortgage (SMT), Fidelity Special Values (FSV), 31 Infrastructure (3IN), Henderson Far East Income (HFEL), Baillie Gifford China ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here he reviews the performance of his holdings in the third quarter of 2024.
Reg Hoare Not as good as it promised Following the UK General Election and in light of the first UK interest rate cut, Q3 promised much, but rather like the British summer weather, it failed to deliver and subsequ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
On the podcast this week On this week's podcast, after the usual brief summary of market movements and the main headlines from the latest news from the investment trust sector, I speak first to Paul ffolkes Davis, chairman of Rising Sun Management, the investment adviser to Nippon Active Value (NAVF), the Japanese activist trust which has been going from strength to strength since its IPO in February 2020, taking over two of its peers, issuing more shares and currently having the distinction of being one of just a dozen trusts in the whole universe to be trading at a premium. After that, I s...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers