Money Makers | Terry Smith. Fundsmith

Editor’s notebook: a fork in the road

3rd April 2022

Jonathan Davis My notes include some further thoughts on current market conditions. Following on last week's profile of the Herald investment trust, this week's offering from Stuart is a profile of the Mobius investment trust, which has been posting some good numbers since it launched, well ahead of its larger rivals. There will be more Q and As later this week.

A fork in the road You may have noted the comment in yesterday's weekly investment trust podcast that, in the opinion of Brevan Howard, the managers of BH Macro, one of the four trusts that make up our defensive investment portfolio, ...

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