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 discuss one of the big topics of the day, the remarkable Japanese election result, with Nicholas Weindling, the manager of J.P.Morgan Japanese (JFJ). What are the implications for Japanese equities, bonds and the yen of the resounding victory won by ...
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.
UPDATE: In March 2026, it was announced that Geiger Counter's co-managers Keith Watson and Robert Crayfourd were resigning from CQS/Manulife; they subsequently joined Tufton Asset Management. Geiger Counter served 12 months' protective notice on CQS when Watson and Crayfourd resigned, and appointed Diana Racanelli and Craig Bethune of CQS to manage its portfolio while it considers its longer-term options. In October 2026, the trust's board said the protection notice was being withdrawn, with the mandate remaining with CQS but with the management fee being reduced from 1.3875% to 1.0% with imme...
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