Jonathan Davis I am taking a two week holiday from this weekend so there will be no notebook or Q and A for the next fortnight, although the weekly podcast, news update and Stuart Watson's fund profiles will continue as normal. This week's content includes the recording of the Gervais Williams Q and A that I mentioned last week, a short market update video and these notes. When I return there will be more regular portfolio updates (I have some changes in mind) and also some thoughts on stock screening.
August is the quietest month? There is no good time to take a break from market watching b...
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Stuart qualified as a chartered accountant before moving into journalism and has 20 years of experience of owning and writing about investment trusts from an independent standpoint. He is now producing regular fund profiles for the Money Makers circle. This post originally appeared on his blog but it has been added to our archive to build up our library of content.
Baillie Gifford's newest investment trust, Keystone Positive Change, got off to a volatile start earlier this year but its managers have their eyes fixed firmly on the long term. I took an initial stake in Keystone when it proposed...
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For premium subscribers we periodically do interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. This one is with Peter Michaelis, who is the head of sustainable investments at Liontrust. At a time when ESG is all the rage, he and his colleague Simon Clements have the great advantage of having run sustainable investment portfolios since 2001, well before the world and his dog joined in. They joined Liontrust from Alliance Trust in 2017, having started their career at Morley, the asset management arm of Norwich...
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Jonathan Davis These are the latest extracts from my weekly diary, highlighting interesting research and other odds and ends that I have read, heard or noted. Some will relate to specific stocks, others to more general market phenomena. In addition I will keep you updated on future developments and additions to the circle content.
Housekeeping update As before, if you are reading this it should mean that you have successfully logged into the Money Makers website and can see the latest content. From this weekend, the plan is for a list of premium content published in the week just gone to be ...
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