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 - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week In the podcast this week, I talk first to Laura Elkin, the manager of AEW UK REIT (AEWU), the diversified commercial property investment trust which remains the only trust in its sector not to have cut its dividend through Covid and since launch. It is also the second-best performing commercia...
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 - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week As I suspected, oversold stock markets recovered in a short trading week after the dramatic moves of the previous week, with investment trusts sharing in the revival. The US equity markets were down while the UK had one of its best weeks for some time as investors rotated en masse out of US as...
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 This week we have put out two episodes of the podcast. In the first, as trailed last week, I continue my series of regular news review episodes with Andrew McHattie, manager of the Investment Trusts newsletter. In the second I talk at length to Richard Shepherd-Cross, the manager and founder of Custodian ...
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 Richard Hulf, co-founder and managing partner of HydrogenOne Capital, which manages HydrogenOne Capital Growth (HGEN). This specialist vehicle came to market in July 2021 and has experienced both the highs and lows of recent investment trust experience, rising to a premium on launch before falling to a disappointing 50% discount, despite making decent operational progress. We discuss why anyone might think about investing in hydrogen, how and whether the trust can grow without the current ability to issue new equity, recent NAV a...
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 discuss the latest market movements and the main headlines from the latest news from the investment trust sector in one of my regular reviews with Andrew McHattie, the editor of the Investment Trusts newsletter. While there have been a dozen or so trusts reporting results, this episode is a little shorter than normal (for which some of you may say "thank goodness"!). If you are being starved of content this might be a good time to remind you that we now have an index of all the guests who have appeared on the podcast since its launch more tha...
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 to James Carthew, director of research at Quoted Data, and Craig Baker, chair of the investment committee at Alliance Trust (ATST). The latter has just reported some excellent annual results and appears to be making a strong comeback from the travails that raised questions about its viability a few years ago before the business was streamlined and repurposed around a single general equity trust. Its relatively low cost, "best ideas" multi-manager stock picking approach is distinctive in the investment trust universe and offers a genuine ...
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.
This is the fifth 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 again for the positive feedback, but do feel free to continue sending your thoughts (to editormm124@gmail.com). This week's email is again abbreviated because of the lingering holiday period. 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, interesting reads...
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