Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust and market news - Recent issuance and buybacks - Good reads - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week The latest episode of the podcast features my regular discussion of investment trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. Trusts we discuss include Pantheon International (PIN), F&C (FCIT), Scottish Mortgage (SMT), Bluefield Solar (BSIF), Picto...
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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 - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Ashley Thomas, the renewables and infrastructure analyst at Winterflood Securities. We discuss the results of the latest offshore wind auction announced this week by Ed Miliband and its likely impact on the renewables sector. He then goes on to explain wh...
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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 - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I review the latest news from the sector with Andrew McHattie, editor of the Investment Trusts newsletter. It has been another busy week of results and corporate activity, with mergers, management changes, rollovers, and Saba targets all in the headlines. Trusts dis...
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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 - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week This week's podcast features another of my regular catch-ups with Andrew McHattie, editor of the Investments Trusts newsletter. This time, we focus solely on recent trust news from, among others, International Biotechnology (IBT), RTW Biotech Opportunities (RTW), Golden Prospect Precious Me...
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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 - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week We have put out two episodes of the podcast this week, both featuring UK equity trusts, though two very different ones. The first was with Richard Staveley, manager of Rockwood Strategic (RKW). a strongly performing specialist small-cap trust operating in the lower reaches of the market, and...
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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, Peter Hewitt, the recently retired fund manager, and I discuss the latest developments in the investment trust sector, looking at discount movements over the course of 2025, the prospects of further consolidation in the industry, the importance of yields and probable fut...
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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 - Investment Trusts Handbook - Appendices
What's new this week The podcast this week features another of my monthly chats with Andrew McHattie, editor of the Investment Trusts newsletter, about some of the more interesting news announcements of the last couple of weeks. Trusts we discuss include Warehouse REIT (WHR), arbdn European Logistics Income (ASLI), Polar Capita...
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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 Our two latest episodes are a regular round-up with Andrew McHattie, editor of the Investment Trusts newsletter, covering a slew of interesting recent announcements from the investment trust sector, and a catch-up conversation with Craig Baker, lead manager of Alliance Witan (ALW), the global ...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here he reviews the performance of his holdings over the first quarter of 2025.
Reg Hoare A tricky quarter Q1 proved to be a tricky quarter, with volatility driven by continued geopolitical and macroeconomic uncertainty. Against this background, my portfolio unsurprisingly gave up some of ...
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This is the latest article from our contributor Reg Hoare, who has worked for 40 years in the City, initially in investment banking and the securities business, latterly as managing director of MHP Communications. He has been investing in investment trusts as a private investor for more than three decades. Here he reviews the performance of his holdings over calendar year 2024.
Reg Hoare A year of two halves It felt like a struggle to be honest – but in the end my SIPP’s 2024 return of 12.8% was pretty respectable, and it outperformed both the FTSE100 and FTSE All-Share indices. The portfolio...
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