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 I recorded two episodes of the podcast this week. The first was with Mark Boggett, the CEO of Seraphim Space, which manages the Seraphim Space Investment Trust (SSIT). That is being released this weekend. The second is with Ben Rogoff, the manager of Polar Capital Technology (PCT). That will b...
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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 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...
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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 More volatility in the equity markets this week, linked in part to the latest pronouncements from Donald Trump, this time centring on his thoughts about Jay Powell, the chairman of the Federal Reserve. Having criticised Powell heavily for not lowering interest rates and wishing him "terminated...
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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 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...
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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 In the end, Donald Trump's grand global tariff plan survived its first contact with the financial markets (the sharp decline in equities that I noted last week) but not its second (with the bond and currency markets). Barely a week after it was first announced, the US President's bizarre and r...
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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 No questioning what the biggest news of the week has been. Despite being well trailed in advance, Donald Trump's announcement of new and larger than expected tariffs on all its major trading partners sent the financial markets into a spin, with the US equity markets taking the biggest hit - a ...
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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 - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week I hope you enjoyed the podcast recording with Russell Napier and Edward Chancellor that I recorded at the Weekend of Mistakes last weekend. You cannot get away from the sheer enormity of the changes that the Trump administration is trying to put through, albeit in a very...
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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 - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week This week I am away at the Weekend of Mistakes, an event for investors being held in Hay Castle, where I will be recording some ideas from the excellent panel of speakers, who include Russell Napier, Edward Chancellor and Philip Augar, all longstanding contacts of mine. ...
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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 - Thoughts on the news - Good reads - This week's biggest movers - Investment Trusts Handbook - Portfolio and video reviews - Appendices
What's new this week On the podcast this week I have another regular catch-up on recent trust news with Andrew McHattie, the editor of the Investment Trusts newsletter. We are also publishing a transcript of my conversation with Peter Spiller, the long-serving manager of Capital Gearing Trus...
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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
What's new this week On the podcast this week I talk to Max King, the former fund manager at Investec, and now a popular columnist in the media, about the dramatic events of the last few days, including the market reaction to Trump 2.0. We also discuss the investment trust sector in ...
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