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 - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I have a detailed discussion about the global equity sector with two experienced investors, Simon Edelsten, the recently retired manager of MidWynd International (MWY), and Anthony Leatham, head of investment trust research at the brokers Peel Hunt. What kind of investors should b...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I discuss the disappointing performance of the alternatives asset sector with Sachin Saggar, an analyst at the broker Stifel, which recently completed a survey of more than 100 of its clients about their attitudes to alternatives. With interest rates set to come down, why have so ...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I discuss the market reaction to the Federal Reserve's 0.5% interest rate cut and look ahead to the US election and the outlook for global markets with Craig Baker, the lead manager of Alliance Trust (ATST) and Duncan MacInnes, manager of Ruffer (RICA). It is a chance to look at t...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I have another of my regular discussions of recent news announcements from the investment trust sector with Andrew McHattie, editor of the Investment Trusts newsletter, and then discuss with Chris Clothier, co-CIO of CG Asset Management, the manager of Capital Gearing (CGT), his v...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I talk to Kenneth MacKenzie, the founder and manager of Target Healthcare (THRL), the specialist care home provider, which like many alternative asset trusts has moved to a wide discount despite delivering solid results, and then to John Singer, chairman of Pantheon International ...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I talk to Jon Ingram, the senior fund manager on the newly appointed three-man management team at J.P.Morgan European Discovery (JEDT), and look ahead to a follow-up conversation with John Singer, the chairman of Pantheon International (PIN), about his year-long campaign to resto...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week On the podcast this week I talk to Elliott Hardy, an alternatives analyst at Winterflood Securities, about the listed private equity sector, the subject of a comprehensive recent note from the brokers, and catch up with Ian Lance, co-manager of Temple Bar (TMPL), the UK Equity Income trust, which produced...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week The podcast returns this week after its break. It is still a quiet period in the markets, so I have used the time to discuss some recent announcements from a number of well-followed trusts with Andrew MacHattie, editor of the Investment Trusts newsletter. Trusts discussed include J.P.Morgan American (JAM)...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week There is no podcast this week because of holidays. The previous week's episode featured the best-performing UK Equity Income trust, the quaintly named 135-year-old Law Debenture Corporation (LWDB). I talked to Denis Jackson, CEO of the company, who manages its professional services business, and Laura Fol...
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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 - Good reads - This week's biggest movers - Video reviews - Appendices
On the podcast this week The podcast this week features the best-performing UK Equity Income trust, the quaintly named 135-year-old Law Debenture Corporation (LWDB). I talk to Denis Jackson, CEO of the company, who manages its professional services business, and Laura Foll, co-manager with James Henderson of the equity portfolio ...
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