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 slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Neil Rogan, a fund manager with more than 30 years' experience who is now chairman of two investment trusts, Invesco Asia Dragon (IAD) and Baillie Gifford UK Growth (BGUK) and a non-executive director of a third, J.P.Morgan Global Growth and Income (JGGI). Few...
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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 slides - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week On the podcast this week, I talk to Sandy Nairn, the lead manager of the Global Opportunities Trust (GOT), about AI and how it will play out in the financial markets. This is the subject of his new book, How AI Will Move Markets, to be published in December by Pan McMillan (pre-order here). It i...
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Utilico Emerging Markets (UEM) was launched in July 2005 to invest in utilities and infrastructure stocks that operate in emerging markets. It performed strongly in the run-up to the global financial crisis, and bulked up with two large fundraises. Its performance since 2014 has been more muted, but NAV returns since inception are a respectable 9.5% a year, just ahead of the 9.2% year produced by the broader MSCI Emerging Markets index. UEM's discount widened steadily from 2014 onwards, and in May 2025, Saba Capital appeared on the register with a 6% stake. In August 2025, UEM introduced a fiv...
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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, I discuss the rollercoaster ride that Cordiant Digital Infrastructure (CORD) has experienced since its IPO in 2021 with its co-founder and managing partner, Steven Marshall. The trust has made a promising recovery after slumping to a massive discount last year. We talk ...
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