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Money Makers

Money Makers

Di: Jonathan Davis
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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 Economia
Episodi
  • 346: Money Makers Investment Trusts Podcast - Roddy Snell (PHI) and Nish Patel (GSCT) (08 Aug 2026)

    346: Money Makers Investment Trusts Podcast - Roddy Snell (PHI) and Nish Patel (GSCT) (08 Aug 2026)
    Aug 8 2026
    Two guests join host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) in this week's edition of the Money Makers Investment Trusts Podcast. First is Roddy Snell, lead manager of the Pacific Horizon Trust (PHI), followed by Nish Patel, lead manager of the Global Smaller Companies Trust (GSCT). These discussions were recorded on Thursday 06 August 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 *** Section Timestamps: 0:00:37 - Introduction 0:02:03 - Roddy Snell (PHI) 0:02:05 - The last eighteen months at PHI 0:04:35 - Comparing the open-ended fund to the investment trust 0:07:26 - Growth and AI 0:13:14 - The Korean market 0:16:08 - Trump’s impact 0:21:13 - Asia and EM susceptibility to Western crises 0:22:46 - The Chinese outlook 0:26:07 - The case for choosing PHI 0:27:51 - PHI’s discount 0:32:51 - A short break 0:33:36 - Nish Patel (GSCT) 0:35:25 - The pitch for GSCT 0:38:21 - Interest rates and inflation 0:41:04 - Tech and AI stocks 0:43:04 - Portfolio changes in light of Saba 0:46:53 - The performance of the trust 0:49:18 - Attracting retail investors 0:51:08 - Regional allocation of the trust 0:53:24 - The dividend 0:54:56 - Holding other funds 0:58:00 - The current environment 1:01:47 - Close If you enjoy the weekly podcast, why not also try 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 every week, 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, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of Ashoka India Equity (AIE). Future profiles include Utilico Emerging Markets (UEM) and HarbourVest Global Private Equity (HVPE). Our 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 340 podcasts since we launched in 2020. 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
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    1 ora e 3 min
  • 345: Money Makers Investment Trusts Podcast - Emma Bird (01 Aug 2026)

    345: Money Makers Investment Trusts Podcast - Emma Bird (01 Aug 2026)
    Aug 1 2026
    In this edition of the Money Makers Investment Trusts Podcast, Emma Bird, head of investment trust research at Winterflood joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), in a discussion that includes the position of the sector in the current cycle, narrowing discounts, retail investor demand, and corporate activity. This discussion was recorded on Thursday 30 July 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to 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. It is available through bookshops and extensively online. The next edition of the Handbook, an independent educational publication, is now in preparation. With articles by 30 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: 0:00:37 - Introduction 0:00:56 - The state of the sector 0:07:11 - Retail investor demand 0:11:17 - Saba and the future of EWI and IEM 0:18:31 - A short break 0:19:16 - Herald Investment Trust (HRI) 0:22:10 - Brown Advisory US Smaller Companies 0:25:25 - Enhanced dividends 0:27:40 - Commercial property 0:32:52 - Top and bottom net buy-sell ratio trusts 0:36:19 - Discount opportunities 0:39:47 - Close If you enjoy the weekly podcast, why not also try 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 every week, 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, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of TwentyFour Select Monthly Income (SMIF). Future profiles include Ashoka India Equity (AIE) and Utilico Emerging Markets (UEM). Our 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 340 podcasts since we launched in 2020. 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
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    41 min
  • 344: Money Makers Investment Trusts Podcast - Georgina Brittain (25 Jul 2026)

    344: Money Makers Investment Trusts Podcast - Georgina Brittain (25 Jul 2026)
    Jul 25 2026
    In this edition of the Money Makers Investment Trusts Podcast, Georgina Brittain, co-manager of the J.P.Morgan UK Smaller Companies Growth and Income Trust (JUGI), joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), discussing UK small caps, the impact of the change in government and political stability might impact the sector; valuations, investor sentiment, and M&A activity; and the investment strategy of the Trust. This discussion was recorded on Friday 24 July 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to 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. It is available through bookshops and extensively online. The next edition of the Handbook, an independent educational publication, is now in preparation. With articles by 30 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: 0:00:37 - Introduction 0:00:59 - Hopes for the new Prime Minister 0:04:25 - An unloved and cheap UK equity market 0:10:50 - Today’s portfolio compared to the trusts pre-merger 0:15:48 - Performance and volatility 0:19:00 - A short break 0:19:46 - M&A activity 0:26:39 - Gearing 0:28:18 - The style of approach 0:30:48 - Why choose the trust 0:33:58 - Close If you enjoy the weekly podcast, why not also try 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 every week, 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 TwentyFour Select Monthly Income (SMIF). Future profiles include Ashoka India Equity (AIE) and Utilico Emerging Markets (UEM). Our 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 340 podcasts since we launched in 2020. 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
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    35 min
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