Money Makers Podcast Por Jonathan Davis arte de portada

Money Makers

Money Makers

De: Jonathan Davis
Escúchala gratis

Obtén 3 meses por US$0.99 al mes + $20 crédito Audible
Home of the free Money Makers Investment Trust Podcast with Jonathan Davis, covering the latest developments in investment trusts. Subscribe now on your favourite podcast app to make sure you catch every edition! Keep up-to-date with Money Makers via Twitter - @MoneyMakersITs - and visit the website for more details, including our premium service, the Money Makers Circle: www.money-makers.co.All rights reserved Economía
Episodios
  • 305: Money Makers Investment Trusts Podcast - with Andrew McHattie (15 Nov 2025)

    305: Money Makers Investment Trusts Podcast - with Andrew McHattie (15 Nov 2025)
    Nov 15 2025
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), is joined by Andrew McHattie, editor of the Investment Trusts Newsletter. This discussion was recorded on Friday 14 November 2025. *** COMING SOON: The 2026 Investment Trusts Handbook *** Available for pre-order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City’s best-kept secret, or the connoisseur’s choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:24 - Introduction 0:01:00 - Smithson Investment Trust (SSON) 0:10:35 - Franklin Global Trust (FRGT) merger with Invesco Global Equity Income (IGET) 0:12:26 - Pacific Assets Trust (PAC) 0:15:59 - Henderson Far East Income (HFEL) 0:18:26 - A short break 0:19:32 - 3i Group (III) and 3i Infrastructure (3IN) 0:26:21 - Scottish Mortgage (SMT) and Fidelity Special Values (FSV) 0:32:24 - Hydrogen Capital Growth (HGEN) 0:35:58 - Home REIT 0:37:42 - Money Makers Circle and the Investment Trusts Handbook 2026 0:38:21 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Impax Environmental (IEM). Future profiles include Baillie Gifford China Growth (BGCG) and Allianz Technology (ATT). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 300 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 - www.bgprofessional.co.uk
    Más Menos
    39 m
  • 304: Money Makers Investment Trusts Podcast - with Peter Hewitt (08 Nov 2025)

    304: Money Makers Investment Trusts Podcast - with Peter Hewitt (08 Nov 2025)
    Nov 8 2025
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), is joined by Peter Hewitt, former manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). This discussion was recorded on Friday 07 November 2025. *** COMING SOON: The 2026 Investment Trusts Handbook *** Available for pre-order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City’s best-kept secret, or the connoisseur’s choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:24 - Introduction 0:01:00 - The big picture for global markets 0:04:43 - The mood in small caps 0:11:11 - Emerging markets 0:15:44 - The shrinking universe 0:18:07 - Saba Capital 0:24:19 - A short break 0:25:26 - The renewables sector 0:32:09 - Commercial property 0:34:04 - The rugby 0:37:12 - The Investment Trusts Handbook 2026 0:38:32 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Scottish American (SAIN). Future profiles include Impax Environmental Markets (IEM) and Baillie Gifford China Growth (BGCG). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 300 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 - www.bgprofessional.co.uk
    Más Menos
    39 m
  • 303: Money Makers Investment Trusts Podcast - The biotech sector (01 Nov 2025)

    303: Money Makers Investment Trusts Podcast - The biotech sector (01 Nov 2025)
    Nov 1 2025
    In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award for two years running (2024 and 2025), takes a look at the biotech sector and speaks to Woody Stileman, London officer manager at RTW Biotech, managers of RTW Biotech Opportunities (RTW); Geoffrey Hsu, manager of Biotech Growth Trust (IBT); and Ailsa Craig, co-manager of International Biotechnology Trust (BIOG). These conversations were recorded on Thursday 30 October 2025. Section Timestamps: 0:00:24 - Introduction 0:02:47 - Woody Stileman - RTW Biotech (RTW) 0:03:13 - - Why have biotech trusts been out of favour? 0:08:39 - - The involvement of AI 0:10:45 - - Appointments to the US Health Department and FDA 0:13:44 - - Drug pricing 0:18:33 - - RTW’s private holdings and the IPO drought 0:22:13 - - The trust’s discount 0:29:24 - - Risks in biotech 0:31:16 - A short break 0:32:22 - Geoffrey Hsu - Biotech Growth Trust (BIOG) 0:32:37 - - Explaining the biotech resurgence 0:40:25 - - Risks from an accelerated pipeline 0:41:42 - - The selling points of BIOG 0:44:32 - - Investing in China 0:47:18 - - UK interest in the sector 0:48:34 - Ailsa Craig - International Biotechnology Trust (IBT) 0:48:56 - - Looking at the changing fortunes of the biotechnology sector 0:54:26 - - The IBT difference to other trusts in the sector 0:57:09 - - The impact of the US drive to reduce drug prices 0:59:31 - - New drugs originating from biotech 1:03:26 - - Playing the China theme 1:04:53 - - Best use of capital 1:06:01 - - Capability of returns and position in the cycle 1:07:44 - - The change of management house 1:09:08 - 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, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Seraphim Space Investment Trust (SSIT). Future profiles include Scottish American (SAIN) and Impax Environmental Markets (IEM). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 300 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 - www.bgprofessional.co.uk
    Más Menos
    1 h y 10 m
Todavía no hay opiniones