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Money Makers

Podcast Money Makers
Jonathan Davis
Home of the free Money Makers Weekly Investment Trust Podcast with Jonathan Davis, released every Saturday and covering the latest developments in investment tr...
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Available Episodes

5 of 290
  • 244: Money Makers Investment Trusts Podcast - with Peter Hewitt (30 Nov 2024)
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). This discussion was recorded on 29 November 2024. Section Timestamps: 0:00:24 - Introduction 0:00:40 - Looking back over the past few weeks 0:10:42 - Cost disclosure reform 0:13:36 - Private equity trusts 0:18:14 - A short break 0:19:10 - Growth capital sector 0:22:32 - UK small cap 0:24:10 - UK equity sector 0:26:06 - Portfolio changes 0:28:16 - Outlook for 2025 0:34:30 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of BlackRock Latin American (BRLA). Future profiles include J.P.Morgan Global Growth and Income (JGGI) and Baillie Gifford Shin Nippon (BGS). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.
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  • 243: Money Makers Investment Trusts Podcast - with Elisabeth Stheeman (23 Nov 2024)
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Elisabeth Stheeman, Chair of Edinburgh Investment Trust. This discussion was recorded on 07 November 2024. Section Timestamps: 0:00:24 - Introduction 0:01:00 - The route to becoming an investment trust director 0:02:28 - Impressions of investment trust boards 0:04:59 - The change of manager at Edinburgh Investment Trust 0:20:10 - A short break 0:21:05 - Edinburgh Investment Trust today 0:24:10 - The trust’s discount and share buy backs 0:28:56 - Gearing policies 0:32:09 - Feelings about the current position in the market cycle 0:34:38 - The UK equity income sector, consolidation, and differentiation 0:40:58 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Schroder Japan (SJG). Future profiles include BlackRock Latin American (BRLA) and JPMorgan Global Growth and Income (JGGI). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.
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  • 242: Money Makers Investment Trusts Podcast - with Gaurav Narain (20 Nov 2024)
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Gaurav Narain, lead manager at India Capital Growth Fund (IGC). This discussion was recorded on Monday 18 November 2024. Section Timestamps: 0:00:24 - Introduction 0:00:44 - The Indian economy since Modi’s re-election 0:03:06 - Implications from the US election result 0:04:12 - The bigger picture in India 0:06:12 - The interplay between the Indian and Chinese equity markets 0:11:12 - A short break 0:12:07 - Discussing the trust 0:14:18 - Debt, the portfolio criteria, and gearing 0:16:34 - A threat from passive funds? 0:18:52 - Retail investor sensitivity to volatility 0:20:04 - The size of the trust 0:21:04 - The change of ownership 0:22:45 - Why choose India Capital Growth? 0:25:24 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Schroder Japan (SJG). Future profiles include BlackRock Latin American (BRLA) and JPMorgan Global Growth and Income (JGGI). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.
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  • 241: Money Makers Investment Trusts Podcast - with Andrew McHattie (16 Nov 2024)
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Andrew McHattie, editor of the Investment Trusts Newsletter. This discussion was recorded on Friday 15 November 2024. Section Timestamps: 0:00:23 - Introduction 0:00:44 - Market reactions to big events of the past few weeks 0:05:22 - Scottish Mortgage Trust (SMT) 0:09:02 - Fidelity Special Values (FSV) 0:12:43 - 3i Infrastructure (3IN) 0:14:54 - Henderson Far East Income (HFEL) 0:18:19 - A short break 0:19:14 - Weiss Korea Opportunity Fund (WKOF) 0:20:51 - The collapse of HH2E, and the renewable energy sector 0:26:08 - J.P.Morgan Core Real Assets (JARA) 0:29:07 - GCP Asset Backed Income (GABI) / Blackstone Loan Financing (BGLF) 0:32:28 - Tritax Eurobox (EBOX) and consolidation in commercial property 0:34:29 - Baillie Gifford China Growth (BGCG) and the China trusts 0:39:37 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Temple Bar (TMPL). Future profiles include Schroder Japan (SJG) and BlackRock Latin American (BRLA). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.
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  • 240: Money Makers Investment Trusts Podcast - with Jack Caffrey (13 Nov 2024)
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Jack Caffrey, co-portfolio manager at J.P.Morgan American Investment Trust (JAM). Section Timestamps: 0:00:24 - Introduction 0:00:54 - Reaction to the US election result 0:04:08 - The resilience of the US market 0:06:53 - Value as a style 0:09:03 - Tariffs 0:11:47 - The strength of the dollar 0:14:04 - A short break 0:15:00 - Risks from a changing Fed chairperson 0:16:45 - Thoughts on Tesla and Nvidia 0:20:52 - Berkshire Hathaway and Buffet’s decision to sell Apple 0:22:59 - The approach to portfolio management 0:24:45 - Sustainability of the annualised total return 0:26:30 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Temple Bar (TMPL). Future profiles include Schroder Japan (SJG) and BlackRock Latin American (BRLA). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 240 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.
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