Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, there are two episodes. In the first, I talk about commercial property in depth with Marcus Phayre-Mudge, the long-serving manager of TR Property (TRY), a trust that invests in the shares of other property funds. In the second, I discuss recent news from the s...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week The latest episode of the podcast features Ben Rogoff, the always interesting manager of Polar Capital Technology (PCT), a trust whose portfolio is currently constructed as an "AI maximalist". His view is that we have just passed an important milestone in the development of artificial ...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week For the very latest episode of the podcast, I have been talking to Ashley Thomas, the renewables and infrastructure analyst at Winterflood Securities. We take a deep dive into the details of the various recent announcements from the government that are changing the basis on whi...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Market watch - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, while we wait to see the consequences of the ceasefire in the Middle East, I take the opportunity to make a few comments on the current status of the investment trust sector, after what's been a very torrid six years since we produced the first episo...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week on the podcast, I resume my regular catch-up with Andrew McHattie, the editor of the Investment Trusts newsletter. We discuss the surge in the Japanese stock market and the snap election there, the latest developments at Saba Capital's targets Herald (HRI) and Edinbur...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Jean-Hugues de Lamaze, manager of the Ecofin Global Utilities and Infrastructure (EGL), a unique vehicle in the investment trust universe that invests in the shares of utilities and infrastructure companies rather than directly into infrastru...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Trust of the week - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I review recent developments with Peter Hewitt, the former fund manager of the CT Global Managed Portfolio (CMPI/CMPG) until his retirement last year, now still very active in the investment trust sector, both personally and professionally. We discuss a week ...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Ashley Thomas, the renewables and infrastructure analyst at Winterflood Securities. We discuss the results of the latest offshore wind auction announced this week by Ed Miliband and its likely impact on the renewables sector. He then goes on to explain wh...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Video reviews - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Jonathan Simpson-Dent, the chairman of Edinburgh Worldwide (EWI), ahead of the forthcoming requisitioned shareholder meeting called by Saba Capital for January 20th. Saba now has a 30% stake in the trust and is looking to have all six of the existing direc...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - Video reviews - This week's biggest movers - Investment Trusts Handbook - Appendices
What's new this week The podcast this week features another of my monthly chats with Andrew McHattie, editor of the Investment Trusts newsletter, about some of the more interesting news announcements of the last couple of weeks. Trusts we discuss include Warehouse REIT (WHR), arbdn European Logistics Income (ASLI), Polar Capita...
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