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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This is the third in our new regular weekly feature, an email to subscribers that summarises both our latest thoughts and all the regular bonus features you will find as a premium subscriber to the Money Makers Circle. Thank you for the positive feedback, all of it helpful, but do feel free to continue sending your thoughts (to editormm124@gmail.com) and suggest any improvements to the regular features in which you are interested. New features that will be added week by week over the coming weeks include lists of my favourite funds, sector and individual trust performance notes and videos, int...
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Jonathan Davis Stuart Watson's fund profile this weekend looks in depth at HICL Infrastructure, one of the earliest infrastructure funds to join the investment trust sector. My notes cover the Omicron virus and the first of an occasional series called On My Radar, in which I highlight a trust that looks interesting at current valuations (but please note the disclaimers). As we come up to the first anniversary of the Money Makers circle, Money Makers now also has its own Twitter feed - link here.
More on the markets' covid scare Last week I noted the sharp one day fall on Friday in the equity...
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Jonathan Davis It is still early days for the premium content Money Makers circle, as I am still experimenting to find the right mix of content, and testing the mailout software, but this week my general thoughts are as follows. This is a link to a separate interview with Simon Barnard, manager of the Smithson investment trust.
Latest thoughts Short term the equity markets generally look overbought, so vulnerable to a correction, but that may well be trumped over the next couple of weeks by the normal end of year rally as fund managers spring clean their portfolios and try to add a few of the...
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