Money Makers

Jonathan Davis
  • 5.0 (2)
  • BUSINESS
  • UPDATED WEEKLY
Money Makers

Home of the free Money Makers Weekly Investment Trust Podcast with Jonathan Davis, released every Saturday and 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.

  1. 239: Money Makers Investment Trusts Podcast - with Martin Gilbert (09 Nov 2024)

    5 DAYS AGO

    239: Money Makers Investment Trusts Podcast - with Martin Gilbert (09 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 Martin Gilbert, original founder of Aberdeen Asset Management, and current chairman of AssetCo. Section Timestamps: 0:00:24 - Introduction 0:00:41 - An end in sight to the tough period of the last few years? 0:02:21 - Discounts and share buy backs 0:03:55 - The use of gearing 0:04:53 - Will consolidation continue? 0:07:18 - Being an active fund manager today 0:09:30 - Does an Asian investment trust still make sense? 0:12:12 - A short break 0:13:07 - The experience so far with AssetCo 0:14:48 - Developing AssetCo 0:18:15 - Is private a better model? 0:20:41 - Attracting private investors 0:21:50 - A time for optimism or pessimism 0:23:18 - 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 Manchester and London (MNL). Future profiles include Temple Bar (TMPL) and Schroder Japan (SJG). 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 nearly 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.

    24 min
  2. 238: Money Makers Investment Trusts Podcast - with Nick Hyett and Robert Whitby-Smith (05 Nov 2024)

    NOV 5

    238: Money Makers Investment Trusts Podcast - with Nick Hyett and Robert Whitby-Smith (05 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 Nick Hyett, investment manager at Wealth Club, and Robert Whitby-Smith, partner in Albion Capital. Section Timestamps: 0:00:24 - Introductions 0:01:32 - Reaction to the budget 0:04:31 - Performance of tax-efficient products so far this year 0:08:23 - Looking at the VCT market overall 0:11:37 - A short break 0:12:32 - Interest rates and the broader market environment 0:17:44 - Diversification of holdings 0:20:24 - Changes in an ideal world 0:22:31 - 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 Manchester and London (MNL). Future profiles include Temple Bar (TMPL) and Schroder Japan (SJG). 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 nearly 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.

    23 min
  3. 237: Money Makers Investment Trusts Podcast - with Peter Spiller (02 Nov 2024)

    NOV 2

    237: Money Makers Investment Trusts Podcast - with Peter Spiller (02 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 Spiller, manager of Capital Gearing Trust (CGT). We apologise for the poor line quality in the call for this discussion. An edited transcript is available for those who would prefer to read this interview: https://money-makers.co/2024/11/04/podcast-transcript-peter-spiller-237/ Section Timestamps: 0:00:24 - Introduction 0:00:36 - The Budget in general 0:07:10 - Inheritance tax and the non-dom status 0:08:37 - Farming 0:11:32 - Tax changes for savings and investments 0:12:48 - A short break 0:13:44 - Overall picture for the UK market 0:17:17 - Gilts 0:19:30 - US Presidential election 0:22:19 - Context on what is seen around the world 0:24:36 - 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 CQS New City High Yield (NCYF). Future profiles include Manchester and London (MNL) and Temple Bar (TMPL). 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 230 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.

    25 min
  4. 236: Money Makers Investment Trusts Podcast - with Prashant Khemka (30 Oct 2024)

    OCT 30

    236: Money Makers Investment Trusts Podcast - with Prashant Khemka (30 Oct 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 Prashant Khemka, manager of Ashoka WhiteOak Emerging Markets Trust (AWEM) and the Ashoka India Equity Trust (AIE). Section Timestamps: 0:00:24 - Introduction 0:01:13 - Thoughts on the Asia Dragon merger with Invesco Asia 0:04:28 - Emerging markets in general 0:11:37 - The significance of China in emerging markets 0:15:30 - Thc characterisation of value in India and China 0:19:33 - A short break 0:20:28 - Why own a global emerging markets trust over just an Indian trust? 0:22:00 - Volatility of the Indian and Chinese markets 0:27:12 - The US election 0:29:21 - How geopolitics might impact on India 0:31:18 - The impact of cost disclosure 0:32:58 - The case for investing in this trust over others in emerging markets 0:34:48 - 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 CQS New City High Yield (NCYF). Future profiles include Manchester and London (MNL) and Temple Bar (TMPL). 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 230 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.

    36 min
  5. 235: Money Makers Investment Trusts Podcast - with Richard Shepherd-Cross (26 Oct 2024)

    OCT 26

    235: Money Makers Investment Trusts Podcast - with Richard Shepherd-Cross (26 Oct 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 Richard Shepherd-Cross, manager of the Custodian Property Income REIT (CREI) to discuss the trust. Section Timestamps: 0:00:23 - Introduction 0:00:51 - Looking back over ten years of CREI 0:03:14 - Pros and cons of managing a commercial property trust 0:08:12 - Capital growth 0:13:08 - Cost of ownership and cost disclosure 0:16:37 - Gearing 0:21:04 - A short break 0:21:59 - The discount 0:31:00 - The merger proposal with Abrdn Property Income (API) 0:34:35 - Are investment trusts really the best structure for commercial property? 0:39:03 - Risk of an undervalued takeover 0:42:59 - 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 Mid Wynd International (MWY). Future profiles include CQS New City High Yield (NCYF) and Manchester and London (MNL). 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 230 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.

    44 min
  6. 234: Money Makers Investment Trusts Podcast - with Andrew McHattie (21 Oct 2024)

    OCT 20

    234: Money Makers Investment Trusts Podcast - with Andrew McHattie (21 Oct 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 to discuss the markets. Section Timestamps: 0:00:24 - Introduction 0:00:37 - An overview of the markets around the world 0:03:08 - Alliance Witan (ALW) 0:09:08 - Tetragon Financial (TFG) 0:13:28 - Digital 9 Infrastructure (DGI9) 0:17:22 - Crystal Amber Fund (CRS) 0:20:21 - A short break 0:21:16 - Redemption opportunities 0:22:00 - AVI Japan Opportunity Trust (AJOT) 0:24:56 - Bellevue Healthcare (BBH) 0:29:43 - Mercantile Investment Trust (MRC) 0:31:38 - Gearing 0:33:08 - Literacy Capital (BOOK) 0:37:18 - Battery storage trusts (GSF, HEIT) 0:42:38 - Thoughts on performance this year 0:44:02 - 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 will feature a profile of Mid Wynd International (MWY), due to publication on 23 October. Future profiles include CQS New City High Yield (NCYF) and Manchester and London (MNL). 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 230 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.

    45 min
  7. 233: Money Makers Investment Trusts Podcast - with George Ensor (16 Oct 2024)

    OCT 16

    233: Money Makers Investment Trusts Podcast - with George Ensor (16 Oct 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 George Ensor, manager of the River UK Micro Cap Investment Trust (RMMC). Section Timestamps: 0:00:23 - Introducing this week’s guest 0:01:06 - The basic proposition 0:07:19 - Potential actions from the new government affecting the AIM IHT issue 0:09:30 - Exposure to trusts affected by potential budget changes 0:11:17 - The redemption facility 0:16:12 - Stockpicking philosophy 0:31:13 - A short break 0:32:08 - Selling stocks that are no longer defined as micro-cap 0:34:44 - Activism 0:36:09 - Reforming the UK equity market 0:40:28 - Why invest in the micro-cap trust 0:43:04 - 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 Henderson Opportunities (HOT). Future profiles include Mid Wynd International (MWY) and CQS New City High Yield (NCYF). 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 230 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.

    44 min
  8. 232: Money Makers Investment Trusts Podcast - with Evy Hambro (11 Oct 2024)

    OCT 10

    232: Money Makers Investment Trusts Podcast - with Evy Hambro (11 Oct 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 Evy Hambro, manager of the BlackRock World Mining Trust (BRWM). Section Timestamps: 0:00:23 - The overall macro position 0:06:12 - AI and commodities 0:10:04 - The impact of the dollar 0:11:38 - A short break 0:12:33 - M&A activity 0:17:51 - Talking about the Trust (BRWM) 0:19:19 - Assumptions over the past two years that didn’t work out 0:22:48 - The dividend 0:24:47 - The share price and the discount 0:25:37 - Valuations 0:27:44 - 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 Edinburgh Worldwide (EWI). Future profiles include Henderson Opportunities (HOT) and Mid Wynd International (MWY). 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 230 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.

    29 min
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About

Home of the free Money Makers Weekly Investment Trust Podcast with Jonathan Davis, released every Saturday and 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.

Information

  • Creator
    Jonathan Davis
  • Years Active
    2016 - 2024
  • Episodes
    283
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Money Makers

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