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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week This week I have recorded several episodes that will be released over the next few days, when I will be away on a short holiday somewhere sunny. The first features an intriguing conversation with Jonathan Simpson-Dent, the chairman of Edinburgh Worldwide (EWI...
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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week There is a minor break in the regular weekly appearance of the podcast, thanks to some unanticipated changes to the schedule. Ben Rogoff, the manager of Polar Capital Technology (PCT), recently elevated to the FTSE 100 index, the sixth investment trust to do ...
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/portfolio reviews - Good reads - This week's biggest movers - Investment Trusts Handbook - Video reviews - Appendices
On the podcast this week This week I recorded an hourlong conversation with Boaz Weinstein, the CIO of Saba Capital, to explore the reasoning behind his campaign to oust directors at seven investment trusts, replace their whole boards with his own nominees, offer liquidity to a propo...
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 - 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...
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 - Investment Trusts Handbook - This week's biggest movers - Video reviews - Appendices
On the podcast this week This week the podcast features Gavin Lumsden, the investment trusts editor at Citywire, who recently announced his intention to step down after nearly 25 years. We discuss how the world of investment trusts has changed over that time and reflect on some of the highlights of th...
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.
The price gains we have seen on many investment trusts in the past few weeks suggests that it was reasonable to highlight the potential for discount narrowing couple of months ago, even if I was a week or two premature in doing so. Falling bond yields and narrowing discounts is a potent backcloth for investment trust investors, and an encouraging one for the equity markets too. With inflation figures falling, it seems likely that we will have another end of year equity market rally, absent further bad news on the geopolitical front. Although some of the movements have been striking, there rem...
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