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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week We are going to hear a lot more about Saba Capital before the seven meetings it has requisitioned come round, starting on 22 January with the Herald (HRI) meeting. After my video review of Saba Capital's plans shortly before Christmas, I called in two differe...
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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 - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week Instead of a normal audio podcast, a couple of days before Christmas I published a video review of Saba Capital's plans to take down the boards of seven trusts through requisitioned votes. This story will continue to dominate the headlines for the next month or so as the board...
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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 - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week the podcast features Gavin Lumsden, the investment trusts editor at Citywire, who recently announced his intention to step down after nearly 25 years. We discuss how the world of investment trusts has changed over that time and reflect on some of the highlights of th...
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In the latest edition of the Money Makers investment trust podcast released this past week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, was joined by Gavin Lumsden, reporter on investment trusts at Citywire, who recently announced his intention to take a step back.
You can listen to this podcast in full on the audio player below. Alternatively, you can subscribe via our YouTube channel, and at most podcast platforms including Apple Podcasts, Spotify, and Soundcloud. We are grateful to J.P. Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial integrity intact.
If you enjoy the Investment Trusts Podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers subscribers an opportunity to receive additional premium content, including interviews, investment trust performance data, market/portfolio reviews and regular extracts from the editor’s notebook. This week, as well as the usual features, the Circle features a profile of Murray Income (MUT). Future profiles include Schroder Oriental Income (SOI) and Rockwood Strategic (RKW). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month, or £120 for one year with a two week free trial.

Recorded: 16 December 2024
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