205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024‪)‬ Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Richard Pindar, CEO of Book Asset Management, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis.

We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.


Section Timestamps:
0:00:39 - This week's guests
0:01:15 - Review of the week
0:02:59 - Corporate news and announcements
0:04:09 - Summary of results
0:05:35 - Money Makers Circle
0:07:12 - J.P.Morgan Global Growth and Income (JGGI)
0:07:49 - Q&A with Richard Pindar
0:08:11 - Reviewing the annual results
0:09:59 - Reducing the discount
0:12:40 - B share scheme
0:18:06 - Liquidity
0:19:37 - The private equity market in general
0:23:37 - Realising investments in the portfolio
0:27:36 - Portfolio concentration
0:30:53 - UK economy impacts on investments
0:37:16 - Q&E with Ewan Lovett-Turner
0:37:49 - Reviewing the annual results
0:39:37 - Reducing the discount
0:42:18 - B share scheme
0:47:44 - Liquidity
0:49:15 - The private equity market in general
0:53:15 - Realising investments in the portfolio
0:57:14 - Portfolio concentration
1:00:31 - UK economy impacts on investments
1:03:07 - Close


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This week, there is no profile due to the Easter break, but future profiles to look out for include Chrysalis Investments (CHRY),STS Global Income & Growth (STS), and Artemis Alpha (ATS). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts along with a new list of his favourite funds, and includes all the regular features available in the Circle. The content of that email is also available for subscribers via the website.

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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.