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 The podcast returns this week after its break. It is still a quiet period in the markets, so I have used the time to discuss some recent announcements from a number of well-followed trusts with Andrew MacHattie, editor of the Investment Trusts newsletter. Trusts discussed include J.P.Morgan American (JAM)...
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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 There is no podcast this week because of holidays. The previous week's episode featured the best-performing UK Equity Income trust, the quaintly named 135-year-old Law Debenture Corporation (LWDB). I talked to Denis Jackson, CEO of the company, who manages its professional services business, and Laura Fol...
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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 The podcast this week features the best-performing UK Equity Income trust, the quaintly named 135-year-old Law Debenture Corporation (LWDB). I talk to Denis Jackson, CEO of the company, who manages its professional services business, and Laura Foll, co-manager with James Henderson of the equity portfolio ...
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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 - This week's biggest movers - Good reads - Video reviews - Appendices
On the podcast this week The podcast this week features an extended conversation with the chairmen of Alliance Trust (ATST) and Witan (WTAN), which last month announced their intention to merge to create a near £5bn market cap global equity trust. Shareholders in Witan will be offered a cash exit at NAV minus 2.5%, up to a maximu...
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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 - Videos and performance reviews - This week's biggest movers - Good reads - Appendices
On the podcast this week On the podcast this week, happily untroubled by the global computer outage, I discuss some of the latest news from the investment trust universe with Andrew McHattie, editor of the Investment Trusts newsletter. Trusts we cover include Polar Capital Technology (PCT), 3i Group (III), Chrys...
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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 - Videos and performance reviews - This week's biggest movers - Good reads - Appendices
On the podcast this week On the podcast this week I dive into the commercial property market with rainmaker Andrew Jones, the CEO of Londonmetric, the listed REIT which has scooped up two investment trusts in the past year, first CT Property (CTPT) and then the much larger LXI REIT (LXI). He has plenty to say abo...
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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 - This week's biggest movers - Good reads - Videos and performance review - Appendices
On the podcast this week With the election concluding, as expected, with a large majority for Labour, despite an only modest increase in its vote, at this stage there is not much to discuss beyond what we said last week until we see more evidence of how the new government is going to puts its plans into action. Th...
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My latest markets review comes in two parts. Part 1 (a 30 minutes video) runs through a number of market charts to show the latest big picture developments in graphical form. Part 2 summarises other interesting features of the third quarter in pdf format, with some comments from me.
How to see the review material Here is a link to the first video. Please let me know if you have problems accessing the video. Also attached, in pdf format, is a set of slides that look in more detail at movements in bond markets and the investment trust sector. Q3 2023 market review If there is one chart that su...
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I am experimenting with a series of shorter videos covering specific asset classes and investment trust sectors. The notes this week include a video taking a fresh look at the bond market.
Bond market review This is the link to a short (14 minute) video looking at recent movements in the bond market. Anyone who is banking on an imminent peak in interest rates will have to be patient. The latest inflation figures in the UK and further resilience in the US economy means, if the markets are to be believed, that both the Bank of England (certainly) and the Federal Reserve (not quite so certa...
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