Money Makers

Impossibile aggiungere al carrello

Puoi avere soltanto 50 titoli nel carrello per il checkout.

Riprova più tardi

Rimozione dalla Lista desideri non riuscita.

Riprova più tardi

Non è stato possibile aggiungere il titolo alla Libreria

Per favore riprova

Non è stato possibile seguire il Podcast

Per favore riprova

Esecuzione del comando Non seguire più non riuscita

Money Makers

Di: Jonathan Davis

Ascolta gratuitamente

3 mesi a soli 0,99 €/mese

Dopo 3 mesi, 9,99 €/mese. Si applicano termini e condizioni.

A proposito di questo titolo

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 Visualizza tutto

315: Money Makers Investment Trusts Podcast - with Peter Hewitt (24 Jan 2026)

Jan 24 2026

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 (2024 and 2025), is joined by Peter Hewitt, former manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). Names that feature include Scottish Mortgage (SMT), Templeton Emerging Markets (TEM), Edinburgh Worldwide (EWI), Herald (HRI) and several others in both the equity and alternatives subs-sectors. This discussion was recorded on Friday 23 January 2026. *** 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. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. 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: 0:00:24 - Introduction 0:01:05 - Learning to live with Donald Trump 0:06:41 - The rise of gold and concerns around the dollar 0:09:10 - Looking at the Asian markets 0:13:54 - Management Style 0:21:14 - A short break 0:22:19 - Saba Capital and Edinburgh Worldwide (EWI) 0:28:04 - Allowing Saba to take such large stakes 0:35:19 - The alternatives sector 0:41:11 - The Six Nations 0:44:27 - 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, 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 Achilles Investment Company (AIC). Future profiles include Aberforth Geared Value & Income (AGVI) and Geiger Counter (GCL). 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
Mostra di più Mostra meno

45 min

Impossibile aggiungere al carrello

Puoi avere soltanto 50 titoli nel carrello per il checkout.

Riprova più tardi

Riprova più tardi

Rimozione dalla Lista desideri non riuscita.

Riprova più tardi

Non è stato possibile aggiungere il titolo alla Libreria

Per favore riprova

Non è stato possibile seguire il Podcast

Per favore riprova

Esecuzione del comando Non seguire più non riuscita

Ascolta gratuitamente
314: Money Makers Investment Trusts Podcast - with Ashley Thomas (17 Jan 2026)

Jan 17 2026

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 (2024 and 2025), is joined by Ashley Thomas, renewables infrastructure analyst at Winterflood Securities, to discuss the latest UK offshore wind auction and why the business model of the renewable energy investment trusts is broken This discussion was recorded on Friday 16 January 2026. *** 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. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. 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: 0:00:24 - Introduction 0:00:39 - The latest offshore wind auction 0:07:35 - The offshore wind industry in general 0:09:54 - The health of the renewables investment trusts sector 0:12:33 - The relationship with gilt yields 0:16:30 - Dealing with discounts and debt capacity 0:23:30 - A short break 0:24:33 - Consolidation clues from the abandoned HICL-TRIG merger? 0:26:49 - Bluefield Solar Income Fund (BSIF) 0:29:26 - Other elements of the renewable energy sector 0:39:31 - 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, 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. The latest profile available to Circle subscribers is of BH Macro (BHMG/BHMU). Future profiles include Achilles Investment Company (AIC) and Aberforth Geared Value & Income (AGVI). 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 310 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
Mostra di più Mostra meno

40 min

Impossibile aggiungere al carrello

Puoi avere soltanto 50 titoli nel carrello per il checkout.

Riprova più tardi

Riprova più tardi

Rimozione dalla Lista desideri non riuscita.

Riprova più tardi

Non è stato possibile aggiungere il titolo alla Libreria

Per favore riprova

Non è stato possibile seguire il Podcast

Per favore riprova

Esecuzione del comando Non seguire più non riuscita

Ascolta gratuitamente
313: Money Makers Investment Trusts Podcast - with Jonathan Simpson-Dent (07 Jan 2026)

Jan 7 2026

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 (2024 and 2025), is joined by Jonathan Simpson-Dent, chairman of Edinburgh Worldwide (EWI), a trust which is once again being targeted by Saba Capital. This discussion was recorded on Monday 05 January 2026. *** 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. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. 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: 0:00:24 - Introduction 0:00:54 - Saba’s latest attempt to shake-up EWI’s board 0:05:09 - Shareholder awareness of the need to vote 0:06:43 - Engagement with Saba throughout 2025 0:12:29 - Making the case for performance 0:15:58 - Recent events and SpaceX 0:20:34 - A short break 0:21:40 - The merger proposal 0:26:46 - The best outcome for EWI 0:28:48 - Saba’s future involvement 0:30:39 - Saba’s proposed non-executive directors 0:33:50 - Addressing allegations from Saba 0:36:30 - The core messages 0:37:55 - 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, 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 BG Macro (BHMG/BHMU), which will be followed next week by Aberforth Geared Value & Income Trust (AGVI). 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 310 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
Mostra di più Mostra meno

38 min

Impossibile aggiungere al carrello

Puoi avere soltanto 50 titoli nel carrello per il checkout.

Riprova più tardi

Riprova più tardi

Rimozione dalla Lista desideri non riuscita.

Riprova più tardi

Non è stato possibile aggiungere il titolo alla Libreria

Per favore riprova

Non è stato possibile seguire il Podcast

Per favore riprova

Esecuzione del comando Non seguire più non riuscita

Ascolta gratuitamente

Ancora nessuna recensione

Money Makers

Impossibile aggiungere al carrello

Rimozione dalla Lista desideri non riuscita.

Non è stato possibile aggiungere il titolo alla Libreria

Non è stato possibile seguire il Podcast

Esecuzione del comando Non seguire più non riuscita

Money Makers

A proposito di questo titolo

315: Money Makers Investment Trusts Podcast - with Peter Hewitt (24 Jan 2026)

Impossibile aggiungere al carrello

Rimozione dalla Lista desideri non riuscita.

Non è stato possibile aggiungere il titolo alla Libreria

Non è stato possibile seguire il Podcast

Esecuzione del comando Non seguire più non riuscita

314: Money Makers Investment Trusts Podcast - with Ashley Thomas (17 Jan 2026)

Impossibile aggiungere al carrello

Rimozione dalla Lista desideri non riuscita.

Non è stato possibile aggiungere il titolo alla Libreria

Non è stato possibile seguire il Podcast

Esecuzione del comando Non seguire più non riuscita

313: Money Makers Investment Trusts Podcast - with Jonathan Simpson-Dent (07 Jan 2026)

Impossibile aggiungere al carrello

Rimozione dalla Lista desideri non riuscita.

Non è stato possibile aggiungere il titolo alla Libreria

Non è stato possibile seguire il Podcast

Esecuzione del comando Non seguire più non riuscita