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 This week we have issued two more episodes of the podcast. In the first, I discussed the outlook for tax-efficient investments such as VCTs and EIS with Nick Hyatt from The Wealth Club, a specialist UK broker for tax-efficient investments, and Robert Whitby-Smith, a partner of Albion Capital, one of the ...
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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 This week we have recorded three episodes of the podcast. In the first, published earlier this week, I discuss the outlook for emerging markets with Prakash Khemant, the founder and manager of Ashoka India Equity (AIE) and Ashoka WhiteOak Emerging Markets (AWEM). The latter has just lost out on the mandat...
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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 This week we have put out two episodes of the podcast. In the first, as trailed last week, I continue my series of regular news review episodes with Andrew McHattie, manager of the Investment Trusts newsletter. In the second I talk at length to Richard Shepherd-Cross, the manager and founder of Custodian ...
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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 In the latest editions of the Money Makers podcast, I am joined first by George Ensor, the manager of River UK Micro Cap (RMMC), the specialist vehicle that does what it says on the tin (invest in the very smallest UK-listed companies) but offers a redemption opportunity to shareholders whenever its net a...
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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 In the latest editions of the Money Makers podcast, I am joined first by Ben Conway, head of fund management at Hawksmoor Investment Management, and Nick Greenwood, co-manager of MIGO Opportunities (MIGO), to talk mostly about the Treasury's decision to drop the cost disclosure rules that have so pre-occu...
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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 a detailed discussion about the global equity sector with two experienced investors, Simon Edelsten, the recently retired manager of MidWynd International (MWY), and Anthony Leatham, head of investment trust research at the brokers Peel Hunt. What kind of investors should b...
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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 discuss the disappointing performance of the alternatives asset sector with Sachin Saggar, an analyst at the broker Stifel, which recently completed a survey of more than 100 of its clients about their attitudes to alternatives. With interest rates set to come down, why have so ...
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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 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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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 talk to Kenneth MacKenzie, the founder and manager of Target Healthcare (THRL), the specialist care home provider, which like many alternative asset trusts has moved to a wide discount despite delivering solid results, and then to John Singer, chairman of Pantheon International ...
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