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 - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, with a suitable disclosure of interest, I talk to my friend and co-author Sandy Nairn, Executive Director of Global Opportunities Trust (GOT), and Alan Bartlett of sub-managers Goodhart Partners, about the changes that are taking place at the self-managed trust and what ...
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.
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...
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.
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 ...
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.
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...
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.
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...
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.
On the podcast this week On this week's podcast, I talk first to Sandy Nairn, chief investment officer of the self-managed multi-asset trust Global Opportunities (GOT), and his colleague Alan Bartlett, from the trust's advisory firm Goodhart Partners. The topics we discuss include the "End of the Everything Bubble" (is it over yet?), where markets might be heading now and the trust's distinctive approach to managing money, not as widely understood as it deserves to be. (Disclosure: I am the co-author with Sandy of a book about Sir John Templeton's investment methods and a collaborator on sever...
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