Jonathan DavisEvery podcast appearance, updated as new ones drop

Matt Marchese and Mike Futa look ahead to this weekend's NHL action with five storylines their watching closely on the "Futa Five". Brent Wallace (12:40) of the Locked on Sens podcast shares the latest room Ottawa including the team's injury concerns down the stretch, how Brady Tkachuk has changed as a player this season, and Travis Green's impact behind the bench. Jonathan Davis (38:30) VSiN NHL betting analyst, checks in on Macklin Celebrini's Hart Trophy case as the Sharks sit in a playoff spot, what's behind the Kings' downfall this year, and how the Ducks project heading into the postseason. The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.

We apologise for the delay in publication of this edition via podcast channels, due to a technical issue beyond our control. -- In a break from the norm in this week's edition of the 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 his own look at the investment trusts sector over the year to date. This edition was recorded on Thursday 23 October 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:05:05 - Saba Capital 0:11:12 - The sector’s response to Saba Capital 0:16:20 - A short break 0:17:26 - Making the case for investment trusts 0:20:30 - Money Makers’ independent trust profiles 0:20:57 - The impact of global events 0:24:17 - 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 Henderson Smaller Companies (HSL). Future profiles include Seraphim Space (SSIT) and Scottish American (SAIN). 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

Jonathan Russo talks to Jonathan Davis about the current status of the Republican candidates and what may be motivating some of their policies. Hosted on Acast. See acast.com/privacy for more information.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust (SSON). Section Timestamps: 00:28 - This week's guest 01:06 - Who’s coming on in future weeks 01:23 - Money Makers Circle 02:03 - Review of the week 02:45 - Corporate news 07:57 - Results summary 10:24 - Q&A with Simon Barnard 11:19 - The impact of 2022 on the Smithson Investment Trust 14:08 - Core metrics at the end of 2022 17:12 - Have investors got it wrong? 19:14 - The current environment for growth investing 22:06 - Resilience of companies to recession or entrenched inflation 23:49 - Portfolio changes 28:20 - New acquisitions 31:51 - The impact of the dollar 33:13 - The investment trust and share buy backs 35:45 - The fee structure 36:14 - Plans for 2023 37:13 - Understanding the company 39:36 - The core message to shareholders in the trust 41:21 - Close Trusts mentioned (with tickers): BH Macro (BHMG), Home REIT (HOME), Abdrn Smaller Companies Income Trust (ASCI), Shires Income (SHRS), Aquila Energy Efficiency Trust (AEET), Brunner Investment Trust (BUT), Herald Investment Trust (HRI), Riverstone Credit Opportunities Income (RCOI), City of London Investment Trust (CTY), Diverse Income Trust (DIVI), Brown Advisory (BASC). 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 regular features, the Circle features a profile of the Baillie Gifford Japan Trust (BGFD). 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 over 140 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Colette Ord, head of real asset research, and Andrew Rees, property analyst, both at Numis Securities. Section Timestamps: 0:00:28 - This week's guests 0:00:55 - Who's coming on in future weeks 0:01:29 - Review of the week 0:03:45 - Results summary 0:06:07 - Money Makers Circle 0:07:25 - Q&A with Colette Ord 0:08:06 - The year so far in infrastructure and renewable energy 0:09:35 - Gilt yields and spreads 0:14:42 - 3i Infrastructure (3IN) 0:20:54 - AT85 IPO 0:30:15 - Share buy-backs and Cordiant Digital Infrastructure (CORD) 0:35:58 - Divergence between sectors 0:40:29 - Octopus Renewables (ORIT) 0:43:09 - Q&A with Andrew Rees 0:43:28 - Overview of commercial property trusts 0:45:11 - This week's commercial property announcements 0:59:15 - Discounts across the commercial property sector 1:02:55 - The gap between gilts and dividends 1:04:38 - Share price weakness in the property sector this week 1:05:58 - Close Trusts mentioned (with tickers): Scottish American Investment Company (SAIN), BlackRock Throgmorton Trust (THRG), JPMorgan Mid Cap (JMF), Syncona (SYNC), 3i Infrastructure (3IN), AT85, Digital 9 Infrastructure (DGI9), HICL Infrastructure (HICL), Cordiant Digital Infrastructure (CORD), Aquila European Renewables (AERS), Bluefield Solar Income Fund (BSIF), Gresham House Energy Storage (GRID), SDCL Energy Efficiency (SEIT), Octopus Renewables (ORIT), Balanced Commercial Property Trust (BCPT), Custodian Property Income REIT (CREI), LXi REIT (LXI), PRS REIT (PRS), Civitas Social Housing (CSH). 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 regular features, the Circle features a profile of Urban Logistics REIT (SHED). Jonathan also meets up with Hugh Yarrow, manager of the Evenlode Income Fund, a favourite open-ended fund. 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 over 140 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Chris Clothier, fund manager at Capital Gearing Trust (CGT). Section Timestamps: 00:29 - Introducing Chris Clothier and upcoming guests 01:31 - Central banks rate changes 03:01 - Investment trust sector performance 03:52 - This week's news and results 04:34 - Money Makers Circle 09:56 - Q&A with Chris Clothier 10:17 - Central banks and rate rises 13:33 - Avoiding a bad recession 16:19 - Will this rally shortly run out of steam? 19:14 - Japanese bonds and equities 24:14 - Investing in China 25:18 - CGT asset allocation and positioning 27:38 - Limits to movements in the current trend 31:36 - Discount movements in investment trusts 34:20 - Commercial property sector 38:31 - Social housing sector 41:07 - Opportunities arising from funds winding down 47:17 - Renewables sector 48:58 - What could prompt a move back to risk assets etc.? 50:07 - Close Trusts mentioned (with tickers): Octopus Renewables Infrastucture Trust (ORIT), Ecofin Renewables Infrastructure (RNEW), Aquila European Renewables (AERS), Riverstone Energy (RSE), Abertforth Smaller Companies Trust (ASL), Henderson Opportunities Trust (HOT), BlackRock Income and Growth (BRIG), Abrdn Private Equity Opportunities (APEO), Chrysalis (CHRY), Castelnau Group (CGL), Doric Nimrod Air One (DNA), NB Global Monthly Income (NBMI), Starwood European Real Estate Finance (SWEF), Scottish Mortgage Investment Trust (SMT), RIT Capital Partners (RCP), Tritax Big Box (BBOX), Supermarket Income REIT (SUPR), LXI REIT (LXI), Civitas Social Housing (CSH), Home REIT (HOME), Triple Point Social Housing (SOHO), Smithson Investment Trust (SSON). 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 regular features, the Circle features a profile of Polar Capital Technology Trust (PCT). 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 over 140 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, manager of the Ruffer Investment Company (RICA). Section Timestamps: 00:59 - Highlights of the week 02:31 - Money Makers Circle this week 03:25 - Investment trust news highlights 06:09 - Q&A with Duncan MacInnes 07:00 - Why 2022 was a good year for Ruffer 12:25 - Trading around the impact of UK index-linked gilts during the Truss administration 13:47 - Exposure to energy 18:28 - Ruffer's selling point 24:18 - Lagging indicators and company earnings 28:07 - Navigating choppy waters 31:57 - The dollar and the US 36:40 - Capacity constraints on the investment trust? 41:25 - Difficulties in achieving numbers that beat inflation 42:32 - A strategy to deal with volatility 45:18 - Close Trusts mentioned (with tickers): 3i Group (III), Literacy Capital (BOOK), Oakley Capital Investments (OCI), Tritax Big Box (BBOX), Invesco Asia Trust (IAT), CT Global Managed Portfolio Trust (CMPG/CMPI), Henderson Smaller Companies Trust (HSL), Edinburgh Worldwide (EWI), BH Macro (BHMG), Home REIT (HOME), Finsbury Growth and Income (FGT), Blackstone Loan Financing (BGLF). 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 regular features, the Circle features features a profile of Foresight Sustainable Forestry (FSF), and Jonathan provides the first of his reviews of the four Money Makers Model Portfolios. 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 over 140 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Matt Hose, alternative assets analyst at the investment bank Jefferies, and Stuart Widdowson, manager of the Odyssean Investment Trust (OIT). Section Timestamps: 00:13 - Introducing this week's guests 00:51 - Review of the week 02:53 - Money Makers Circle highlights 03:43 - Q&A with Matt Hose 33:53 - Q&A with Stuart Widdowson 54:30 - Close Trusts mentioned (with tickers): BH Macro (BHMG), Smithson Investment Trust (SSON), Civitas Social Housing (CSH), Triple Point Social House (SOHO), Home REIT (HOME), Baker Steel Resources Trust (BSRT), HarbourVest Global Private Equity (HVPE), Pantheon International (PIN), Abrdn Private Equity Opportunities (APEO), NB Private Equity Partners (NBPE), Oakley Capital Investments (OCI), Octopus Renewables Infrastructure Trust (ORIT), Hipgnosis Songs Fund (SONG), Starwood European Real Estate Finance (SWEF), NB Global Monthly Income (NBMI), VPC Speciality Lending (VSL), Chrysalis Investments (CHRY), Schiehallion Fund (MNTN). 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. In addition to the regular features, the Circle features a profile of Oakley Capital Investments (OCI), and Jonathan summarises his notes from the Winterflood Annual Investment Trusts Conference. 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 over 140 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, former fund manager at Investec and columnist in MoneyWeek, and Andrew Rees, property investment trust analyst at Numis Securities. Section Timestamps: 00:13 - Review of the week 02:28 - Money Makers Circle 02:58 - Q&A with Max King 03:11 - Max's comments on the latest developments 05:57 - Will world markets do better than US markets? 07:31 - Chinese investment trusts 10:42 - Home REIT (HOME) and RIT Capital Partners (RIT) 17:49 - IPO announcement: AT85 Global Mid-market Infrastructure 18:33 - Aurora Investment Trust (ARR) 19:59 - Risks for the year 20:54 - Changes with Max's investments? 22:17 - Commercial property Q&A with Andrew Rees 22:58 - Summarising what happened to the shares of commercial property trusts in 2022 24:00 - What sectors were worst affected by the change in environment and why 24:57 - The scale of the change in share price performance and ratings 25:52 - Comparing discounts to previews periods of significant discount movements 27:49 - What will happen from here? 29:44 - Dividend yields and their sustainability 33:47 - Further valuation pressures on capitalisation rates 37:36 - Trusts with long-term inflation-linked leases 39:35 - Supermarket Income REIT (SUPR) and the Sainsbury's Supermarket portfolio 41:34 - LXI REIT (LXI) and refinancing 44:14 - Social housing sector 49:21 - Specialist healthcare trusts 53:14 - The trusts that Andrew is looking for 55:38 - Close Trusts mentioned (with tickers) Henderson Diversified Income (HDIV), AT85 Global Mid-market Infrastructure Income, Home REIT (HOME), RIT Capital Partners (RCP), Scottish Mortgage Investment Trust (SMT), Aurora Investment Trust (ARR), Rockwood Strategic (RKW), Odyssean Investment Trust (OIT), North Atlantic Smaller Companies, Temple Bar Investment Trust (TMPL), Edinburgh Investment Trust (EDIN), Regional REIT (RGL), Alternative Income REIT (AIRE), Ediston Property Investment Company (EPIC), AEW UK REIT (AEWU), LXI REIT (LXI), Value and indexed Property Income (VIP), Supermarket Income REIT (SUPR), Abrdn Property Income (API), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Target Healthcare REIT (THRL), Impact Healthcare REIT (IHR). 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. In addition to the regular features, this week the Circle features a profile of SDCL Energy Efficiency Income Trust (SEIT) 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 over 140 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities. Section Timestamps: 00:37 - The markets this week 04:22 - Introducing Ewan Lovett-Turner 04:46 - Looking back at 2022 09:41 - Anything distinctive about last year's winners and losers over previous years? 10:53 - Post-pandemic anomaly 12:55 - The impact of bond yields on alternative assets 16:29 - The alternatives sector moving to a discount 19:04 - Issuance figures 23:05 - Will there be trusts that are now unable to raise expected money? 26:27 - Consolidation in the equity investment trust sector 29:44 - The latest from Home REIT (HOME) 32:48 - Sell-off in RIT Capital Partners (RCP) 37:18 - Discount opportunities 47:01 - Opportunities in alternatives 55:22 - Money Makers Circle 55:50 - Close Trusts mentioned (with tickers) include: Riverstone Energy (REL), Artemis Alpha (ATS), TR Property (TRY), Abrdrn Latin American Income (ALAI), Odyssean Investment Trust (OIT), JPMorgan Emerging Europe, Middle East, and Africa (JEMA), Scottish Mortgage Investment Trust (SMT), Edinburgh Worldwide Investment Trust (EWI), Allianz Technology Trust (ATT), Polar Capital Technology Trust (PCT), Aberforth Smaller Companies Trust (ASL), Chrysalis Investment Trust (CHRY), Schiehallian Fund (MNTN), BH Macro (BHMG), BioPharma Credit (BPCR), Capital Gearing Trust (CGT), Ruffer Investment Company (RICA), Personal Assets Trust (PNL), Home REIT (HOME), LXi REIT (LXI), Supermarket Income REIT (SUPR), International Public Partnerships (INPP), The Renewables Infrastructure Group (TRIG), HICL Infrastructure (HICL), City of London Investment Trust (CTY), Merchants Investment Trust (MRCH), Law Debenture (LWDB), Smithson Investment Trust (SSON), TwentyFour Income Fund (TFIF), TwentyFour Select Monthly Income Fund (SMIF), Schroder Real Estate (SREI), Hipgnosis Songs Fund (SONG), Templeton Emerging Markets (TEM), Schroder Japan Growth (SJG), JPMorgan Indian (JII), RIT Capital Partners (RCP), Monks Investment Trust (MNKS), International Biotech (IBT), Biotech Growth Trust (BIOG), Bellevue Healthcare Trust (BBH), Syncona (SYNC), Henderson Smaller Companies Trust (HSL), BlackRock Smaller Companies (BRSC), Triple Point Social Housing (SOHO), Civitas Social Housing (CSH), Schroder Real Estate (SREI), HG Capital Trust (HGT), Oakley Capital (OCI), Bluefield Solar Income Fund (BSIF), Greencoat UK Wind (UKW). 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. In addition to the regular features, this week the Circle features a profile of Monks (MNKS). 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 140 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Sebastian Lyon, manager of the Personal Assets Trust (PNL), and CEO of Troy Asset Management. During their discussion, Jonathan and Sebastian remember the former director of Personal Assets Trust, Robin Angus, who sadly died earlier this year, and they talk about the anthology of his quarterly summaries that have been released as a book, A Shared Journey. This book is available for free as a PDF download: https://www.patplc.co.uk/wp-content/uploads/sites/2/2022/12/1941-PAT-Quarterlies-Anthology-Book.pdf Section Timestamps: 00:24 - Introducing Sebastian Lyon 01:51 - The year in historical context 04:53 - Has the investment game changed? 08:32 - Locking in a loss of wealth 10:23 - Looking at the stock market 14:34 - The problems faced by central banks 17:38 - Could we return to a Goldilocks scenario? 21:27 - Personal Assets Trust (PNL) and other funds 23:50 - Would PNL invest in commodities? 28:58 - Index linked potential 33:51 - Equity exposure 38:18 - Quality stocks 40:24 - Would PNL look at property? 42:24 - The sell-off of the dollar 46:03 - Remembering Robin Angus 53:59 - 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. 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 140 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CPMG/CPMI). Trusts mentioned this week (with tickers) include: Majadie Investment Trust (MAJE), JPMorgan Indian Investment Trust (JII), Ecofin Global Utilities and Infrastructure Trust (EGL), Aberdeen Diversified Income and Growth (ADIG), Chenavari Toro Income Fund (TORO), Artemis Alpha (ATS), MIGO Opportunities Trust (MIGO), Atlantis Japan Growth (AJGF), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), VPC Speciality Lending (VSL), NB Global Monthly Income (NBMI), TwentyFour Income Fund (TFIF), Biopharma Credit (BPCR), GCP Asset Backed Income (GABI), Home REIT (HOME), Scottish Mortgage Investment Trust (SMT), HG Capital Trust (HGT), Fidelity Special Values (FSV), Law Debenture (LWDB), Finsbury Growth and Income (FGT), BH Macro (BHMG), Ruffer Investment Company (RICA), Personal Assets Trust (PNL), Capital Gearing Trust (CGT), Aurora Investment Trust (ARR), Bellevue Healthcare (BBH), HBM Healthcare Investments (SWX:HBMN), BB Biotech (SWX:BION), Biotech Growth Trust (BIOG), International Biotechnology Trust (IBT), Princess Private Equity (PEY), Apax Global Alpha (APAX), Greencoat UK Wind (UKW), Hipgnosis Songs Fund (SONG), Round Hill Music Royalty Fund (RHM). Section Timestamps: 0:00:35 - Recapping the week 0:02:00 - Summarising results 0:05:41 - Corporate news 0:08:10 - Money Makers Circle 0:09:00 - Q and A with Peter Hewitt 0:09:56 - How has the year been? 0:14:22 - How does this bear market compare to the past? 0:17:14 - Growth versus income 0:19:54 - Will next year see the bottom of the recession? 0:23:25 - The investment trust sector 0:24:10 - Winding up trusts: a healthy development? 0:25:56 - Has Peter invested in a debt fund? 0:28:06 - Social housing trusts 0:35:28 - Discounts and discount controls 0:39:48 - The growth portfolio 0:44:54 - The income portfolio 0:49:47 - Managing currency risk 0:51:57 - Underlying discount on the portfolio 0:55:50 - Music royalty trusts 1:00:20 - Looking forward to next year 1:01:48 - Investment Trusts Handbook 1:02:43 - 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. In addition to the regular features, this week the Circle features a profile of JLEN Environmental (JLEN), along with notes from Jonathan on the markets 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 140 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Nick Greenwood, manager of MIGO Global Opportunities Trust (MIGO). Trusts mentioned this week (with tickers) include: Global Smaller Companies Trust (GSCT), JPMorgan Asia Growth and Income (JAGI), JPMorgan China Growth and Income (JCGI), JPMorgan Japanese (JFJ), JPMorgan European Discovery (JEDT), Polar Capital Technology (PCT), Polar Capital Global Healthcare (PCGH), GCP Infrastructure (GCP), Gore Street Energy Storage (GSF), Foresight Sustainable Forestry (FSF), Custodian Property Income REIT (CREI), Ediston Property (EPIC), Doric Nimrod Air One/Two/Three (DNA, DNA2, DNA3), Pantheon Infrastructure (PINT), Sequoia Economic Infrastructure Income (SEQI), Octopus Renewables Infrastructure (ORIT), Alpha Real (ARTL), Dunedin Enterprise (DNE), Artemis Alpha (ATS), Strategic Equity Capital (SEC), River and Mercantile Micro Cap (RMMC), Miton UK Micro Cap (MINI), Downing Strategic Micro Cap (DSM), Third Point Investors (TPOU), Nippon Active Value Fund (NAVF), Cambium Global Timberland (TREE), Tufton Oceanic Assets (SHIP), Polar Capital Global Financials (PCFT), Biotech Growth Trust (BIOG), International Biotechnology Trust (IBT), Amedeo Air Four Plus (AA4), VPC Speciality Lending Investments (VSL), Yellow Cake (YCA), Geiger Counter (GCL), Macau Property Opportunities (MPO), Phoenix Spree Deutschland (PSDL), Chrysalis Investments (CHRY), Schroder UK Public Private (SUPP), Oakley Capital (OCI), NB Private Equity (NBPE). Section Timestamps: 00:22 - Introducing the latest Investment Trusts Handbook 03:08 - Introducing Nick Greenwood 03:42 - Review of the week 05:35 - Selected results 07:37 - Money Makers Circle 08:54 - Q and A with Nick Greenwood 11:35 - Widening discounts an opportunity? 13:49 - The MIGO approach 15:47 - Exited positions 17:39 - UK Micro Cap 27:34 - Number of holdings in the portfolio 28:19 - Recent purchases 31:35 - What's behind the dramatic biotech selloff? 23:20 - Aircraft leasing 32:14 - Broader portfolio themes 31:27 - Property 40:21 - Private equity and growth capital 47:35 - Are we through the worst of the discount widening? 51:26 - Hopes for 2023 54:25 - 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. In addition to the regular features, this week the Circle features a profile of the Biotech Growth Trust (BIOG). 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 over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust. Trusts mentioned this week (with tickers) include: Civitas Social Housing (CSH), Home REIT (HOME), LXI REIT (LXI), Value and Indexed Property (VIP), Hipgnosis Songs Fund (SONG), Schroder UK Mid Cap Investment Trust (SCP), Finsbury Growth and Income (FGT), Monks (MNKS), Securities Trust of Scotland (STS), Templeton Emerging Markets (TEM), Barings Emerging EMEA Opportunities (BEE), BlackRock Frontiers Investment Trust (BRFI). Section Timestamps: 00:39 - The Investment Trusts Handbook 02:23 - Capital Gearing Trust 03:33 - Q&A with Alastair Laing 04:36 - The thinking behind CGT's defensive stance 07:53 - Any significant changes at CGT? 10:48 - What would it take to start thinking about increasing equity and risk asset exposure? 14:04 - Could the US avoid a recession? 16:18 - Inflation cannot be won in one battle 18:32 - Danger of a wage-price spiral in the US? 20:05 - Opportunities from wide discounts in the investment trusts sector 21:56 - The rise of alternative assets 24:02 - Commercial property 30:24 - Music royalties 31:55 - Renewable energy trusts 35:13 - Equity markets, investment style, and small vs large cap 45:26 - Emerging markets, and the role of single country or specialist regional trusts in a portfolio 47:34 - The role of Japan in the portfolio 50:22 - Money Makers Circle 50:56 - 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. In addition to the regular features, this week the Circle features a profile of the JPMorgan Global Core Real Assets Trust (JARA). 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 over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, columnist for MoneyWeek, and former fund manager at Investec Asset Management; and also previews a discussion with Ben Rogoff, manager of Polar Capital Technology (PCT) - available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure Trust (DGI9), US Solar Fund (USF), Home REIT (HOME), Keystone Positive Change (KPC), Baillie Gifford UK Growth (BGUK), Baillie Gifford European (BGEU), JPMorgan Emerging Markets (JMG), Mobius Investment Trust (MMIT), Fidelity Emerging Markets (FEML), Chrysalis (CHRY), Schiehallion (MNTN), Literacy Capital (BOOK), Tritax Big Box (BBOX), TR Property (TRY), Odyssean Investment Trust (OIT), JPMorgan Global Core Real Assets (JARA), Life Science REIT (LABS). Section Timestamps: 00:32 - The Investment Trusts Handbook 2023 01:16 - Q&A with Max King 01:22 - The last three months and where we're at now 04:39 - Thoughts on investment trusts in general 06:27 - Discounts and alternative assets 09:05 - Markets and politics 09:53 - Looking at specific trusts 17:15 - Equity investment trusts sector 20:09 - Vietnam, China, and emerging markets 23:12 - Private equity 25:08 - Commercial property 28:43 - What has Max been doing? 31:17 - A summary of the week's results 34:15 - Money Makers Circle 34:44 - Q&A with Ben Rogoff (extract) 43:52 - 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. In addition to the regular features, this week the Circle features a piece by Edward Chancellor about the cryptocurrency market, and a profile of Pantheon International (PIN). Subscribers can also listen to the full conversation with Ben Rogoff, manager of Polar Capital Technology. Ben spoke about many issues including whether the market environment remains favourable to technology stocks, and some of the larger stocks in the sector. 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 over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by James Carthew of QuotedData; and also previews a discussion with Carlos Hardenberg, the lead manager of the Mobius Investment Trust (MMIT) - available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: Home REIT (HOME), Digital 9 Infrastructure (DGI9), AT85 Global Mid-Market Infrastructure Income, JPMorgan Russian Securities (JRS/JEMA), Chrysalis Investments (CHRY), The Renewables Infrastructure Trust (TRIG), Long Term Assets, Convicton Life Sciences, NB Monthly Income (NBMI). Section Timestamps: 00:45 - Review of the week 02:42 - Money Makers Circle 04:15 - James Carthew 06:15 - Fundraising 12:29 - Corporate news 31:35 - Windfall Profits Tax on renewable energy 39:19 - Q&A with Carlos Hardenberg 41:53 - Money Makers Circle 51:37 - 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. In addition to the regular features, this week the Circle features the full Q&A discussion with Carlos Hardenberg of the Mobius Investment Trust (MMIT), and a profile of the F&C Investment Trust (FCIT) 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 over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Emma Bird and Shayan Ratnasingam of Winterflood Securities; and also previews a discussion with Paul and Richard Pindar of Literacy Capital, available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: ThomasLloyd Energy Impact (TLEI), Conviction Life Sciences, Troy Income and Growth (TIGT), Montanaro European Smaller Companies (MTE), Abrdn Japan (AJIT), Biotech Growth (BIOG), Syncona (SYNC), Schroder Real Estate Income (SREI), Seraphim Space Invementment Trust (SSIT). Section Timestamps: 01:10 - Reviewing the week 03:40 - Summary of the week's results 04:37 - Q&A with Emma Bird 04:49 - Reaction to the Autumn Statement 06:54 - Movements in the Investment Trusts sector 09:09 - Company expectations during a recession 11:38 - Distinguishing between sectors 13:22 - UK Equity Income sector 16:27 - Biotech and Healthcare sector 21:57 - Space sector 24:50 - Looking ahead 25:54 - Q&A with Shayan Ratnasingam 26:13 - Explaining the windfall tax 28:39 - When will the results of the windfall tax be reflected? 29:33 - Market reaction to the windfall tax 30:03 - The Market anticipation was about right? 31:01 - Share price reaction 34:00 - The importance of future prices and interest rates 36:15 - Paul and Richard Pindar (Literacy Capital) 44:59 - 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. In addition to the regular features, this week the Circle features a Q&A discussion with Paul and Richard Pindar of Literacy Capital (BOOK). 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 over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Harry Nimmo, manager of the Abrdn UK Smaller Companies Growth Trust. Trusts mentioned this week (with tickers) include: Long Term Assets (LTA), ThomasLloyd Energy Impact (TLEP), Independent Investment Trust (IIT), Majedie Investments (MAJE), Biopharma Credit (BPCR), JPMorgan Russian Securities, AVI Global Trust (AGT), Abrdn Latin American Income Trust (ALAI), Scottish Mortgage Investment Trust (SMT), Capital Gearing Trust (CGT). Section Timestamps: 00:52 - Review of the week 07:51 - Results, NAV updates, and fundraising 09:25 - Corporate news 15:41 - The week's results 20:06 - Money Makers Circle 22:16 - Podcast format 22:50 - Q & A with Harry Nimmo 23:26 - How Harry got into managing investment trusts 28:16 - Differences in managing an investment trust vs open ended fund 30:37 - Message to investors during downturns 31:58 - How does the 2022 sell-off compare to others? 40:24 - Will there be a shift in style? Dash for trash 45:36 - Upcoming UK budget and tax changes 47:13 - The Future for AIM 49:45 - Discount and buybacks etc. 51:45 - A good time to start a small-cap fund manager career? 53:52 - Plans for retirement 54:49 - 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. In addition to the regular features, this week the Circle features a profile of Pantheon Infrastructure (PINT), and Jonathan has also written a series of notes about the pick-up seen this week indicates the start of a significant turnaround for equity markets or not. 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 over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities. Trusts mentioned this week (with tickers) include: CQS Natural Resources Growth and Income (CYN), International Biotech (IBT), Fidelity Special Values (FSV), BlackRock Smaller Companies (BRSC), Princess Private Equity (PEY), International Public Partnerships (INPP), TwentyFour Income (TFIF), Independent Investment Trust (IIT), Starwood European Real Estate Finance (SWEF), Balanced Commercial Property Trust (BCPT). Section Timestamps: 00:36 - Review of the week and summary of results 04:55 - On the Money Makers Circle this week 05:29 - Q &A with Ewan Lovett-Turner - 05:44 - The overall market environment - 07:21 - Client sentiment - 09:12 - Discounts in the investment trusts sector - 12:37 - Understanding how different trusts are affected - 14:02 - The fundraising "desert" - 15:42 - Consolidation within the sector - 22:06 - What's going on in the debt sector? - 24:12 - Private equity - 28:51 - Are buybacks effective for alternative assets? - 35:52 - Commercial property - 38:08 - Looking ahead 40:54 - 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. The latest profiles to feature on the Money Makers Circle are: Strategic Equity Captial (SEC), Third Point Investors (TPOU), and NB Private Equity (NBPE). These are all available along with the usual regular features. 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 over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis attends the AIC's inaugural Investment Company Showcase event, held on Friday 28 October 2022. He is joined for brief chats, first by the CEO of The Association of Investment Companies, Richard Stone, followed by a number of the fund managers also in attendance. Section Timestamps: 01:06 - Review of the week 03:30 - Corporate news and accouncements 09:13 - A summary of the week's results 12:29 - Money Makers Circle 12:44 - Fund manager chats 12:50 - Richard Stone, CEO of The AIC 15:08 - Nick Brind, manager of Polar Capital Global Financials Trust (PCFT) 20:05 - Kyle Caldwell, Interactive Investor 24:51 - Jason Baggaley, Abrdn Property Income (API) 31:40 - Bruce Stout, Murray International 37:11 - Paul Niven, F&C Investment Trust (FCIT) 43:17 - James Henderson, Janus Henderson 50:09 - Paulo Almeida, Tufton Oceanic Assets 56:12 - Job Curtis, City of London Investment Trust 1:02:35 - The Investment Trusts Handbook 2023 1:03:07 - 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. 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 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

In a special edition of the Weekly Investment Trust Podcast which was recorded before the latest seismic political developments in 10 Downing Street, Jonathan Davis, the editor of the Investment Trusts Handbook, talks to Sandy Nairn, the manager and executive director of the Global Opportunities Trust (GOT) and author of The End of the Everything Bubble. Section Timestamps: 00:17 - Introducing Sandy Nairn 03:01 - Money Makers Circle 03:33 - Next week 04:00 - Discussion with Sandy Nairn 04:06 - The End of the Everything Bubble 07:38 - How bad can things get? 09:33 - The increase in debt 11:06 - The Federal Reserve 13:16 - Government bond yields 14:24 - The impact of politic pressures 16:56 - Why change the portfolio mandate? 21:40 - What would Templeton do? 25:30 - Self-managed trusts 26:59 - Understanding financial history 29:35 - The Crypto Bubble 31:41 - An optimistic outlook? 34:41 - 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. 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 almost 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Richard Curling, manager of both the Jupiter Alternative Monthly Income Fund, and the Jupiter Fund of Investment Trusts. Trusts mentioned this week (with tickers) include: Fundsmith Emerging Equities (FEET), Sustainable Farmland Trust, Harmony Energy Income (HEIT), Hipgnosis Songs Fund (SONG), Taylor Maritime (TMI), LXI REIT (LXI), Biopharma Credit (BPCR), Supermarket REIT (SUPR), Digital 9 Infrastructure (DGI9), Gore Street Energy (GSF), Greencoat UK Wind (UKW). Section Timestamps: 00:18 - Review of the week 02:48 - Money Makers Circle 02:58 - Introducing Richard Curling 03:42 - Summary of this week's news and results 08:12 - Discussion with Richard Curling 47:56 - 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. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, lead manager of the Ruffer Investment Company (RICA); and Peter Hewitt, manager of the CT Global Managed Portfolio (CMPG). Trusts mentioned this week (with tickers) include: Invesco Perpetual UK Smaller Companies (IPU), Strategic Equity Capital (SEC), Henderson EuroTrust (HNE), European Smaller Companies (ESCT), Ashoka India Equity (AIE), Baillie Gifford China Growth (BGCG), Vietnam Holding (VNH), Macau Property Opportunities (MPO), Hipgnosis Songs Fund (SONG), Monks / Independent Investment Trust (IIT), NB Private Equity (NBPE), SDCL Energy Efficiency Income (SDCL), Scottish Mortgage Trust (SMT), Finsbury Growth and Income (FGT), Worldwide Healthcare Trust (WWH), BH Macro (BHMG), Fidelity Emerging Markets (FEML), Mobius Investment Trust (MMIT). Section Timestamps: 01:06 - Review of the week 03:11 - Money Makers Circle 04:07 - Discussion with Duncan MacInnes 36:45 - Results this week 38:55 - Discussion with Peter Hewitt 57:32 – 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, market/portfolio reviews and regular extracts from the editor's notebook. In addition to the regular features, this week the Circle features the continuation of Jonathan's discussion with Peter Hewitt of the CT Global Managed Portfolio, and a profile of BBGI Global Infrastructure, the large infrastructure investment trust. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by James Carthew, director of QuotedData; Colette Ord, Infrastructure and Renewable Energy analyst at Numis; and Justin Bell, Property Specialist at Numis. Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure (DGI9), Cordiant Digital Infrastructure (CORD), HICL Infrastructure (HICL), Bluefield Solar Income (BSIF), Octopus Renewables Infrastructure (ORIT), Aquila European Renewables Income Fund (AERS), UK Commercial Property (UKCM), PRS REIT (PRSR). Section Timestamps: 00:13 - Reaction to the mini-budget 01:58 - Review of the week 05:39 - Money Makers Circle 06:05 - Discussion with James Carthew 19:52 - Discussion with Colette Ord 35:40 - Discussion with Justin Bell 51:39 - 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. In addition to the regular features, this week the Circle features the continuation of Jonathan's discuss with James Carthew of QuotedData. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Nick Greenwood, manager of the MIGO Global Opportunities Trust and Matt Hose, alternative assets analyst at Jefferies. Next week, the podcast takes a break while Jonathan is on holiday but it will return on 01 October. We are aware of an issue that affected delivery of last week's podcasts to some listeners who subscribe via Apple Podcasts and we apologise for the inconvenience. Should you experience any difficulty accessing the podcast through your usual channel, the latest edition of the podcast is always available at the Money Makers website (money-makers.co/podcasts) Trusts mentioned this week (with tickers) include: The Sustainable Farmland Trust, Independent Living REIT, Pantheon Infrastructure (PINT), Third Point Investors (TPOU), Baker Steel Resources Trust (BSRT), Dunedin Enterprise (DNE), Chrysalis Investments (CHRY), Macau Property Opportunities Fund (MPO), Georgia Capital (CGEO), VinaCapital Vietnam Opportunity Fund (VOF), Greencoat UK Wind (UKW), The Renewables Infrastructure Group (TRIG), International Public Partnerships (INPP), Digital 9 Infrastructure (DGI9), Hipgnosis Songs Fund (SONG), Round Hill Music Royalty Fund (RHM). Section Timestamps: 00:40 - Summarising the week 03:25 - Money Makers Circle 03:47 - A discussion with Nick Greenwood 32:23 - Results and corporate news highlights this week 36:23 - A discussion with Matt Hose 54:17 - 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. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this bonus edition of the Money Makers Weekly Investment Trust podcast by Steven Tredget, a partner at Oakley Capital. 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. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust. Jonathan also spoke to Steven Tredget of Oakley Capital Investments; their discussion will be released as a bonus podcast. Trusts mentioned this week (with tickers) include: SDCL Energy Efficiency Trust (SEIT), LXI REIT (LXI), Abrdn New Dawn (ABD), Trian Investors One (TI1), Triple Point Social Housing (SOHO), Abrdn UK Smaller Companies Growth Trust (AUSC), Abrdn Smaller Companies Income Trust (ASCI), BlackRock Latin America (BRLA), Rockwood Strategic (RKW), AVI Japan Opportunity Trust (AJOT), Castelnau Group (CGL), Vietnam Enterprise Investments (VEIL), International Public Partnerships (INPP), Thomaslloyd Energy Impact Trust (TLEI). Section Timestamps: 00:07 - Introduction 02:46 - Money Makers Circle 03:32 - Noteable results this week 04:51 - A discussion with Alastair Laing 41:16 - Summary of results 50:00 - Looking back to 1952 52:39 - 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. As well as the regular features this week, the Circle features a profile of 3i Private Equity (III). 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by two guests - Max King, columnist at MoneyWeek and former fund manager at Investec; and Andrew Lister, head of closed-end fund strategies at Abrdn. Trusts mentioned this week (with tickers) include: F&C Investment Trust (FCIT), Chrysalis Investments (CHRY), SDCL Energy Efficiency Income (SEIT), Taylor Maritime Investments (TMI), Rights and Issues Investment Trust (RIII), BBGI Global Infrastructure (BBGI), Target Healthcare REIT (THR), Oakley Capital (OCI), HG Capital (HGT), 3i Group (III), Intermediate Capital Group (ICP). Section Timestamps: 00:45 - Review of the week with Max King 10:44 - This week's news and fundraising 17:47 - Max King's portfolio changes 22:25 - Jonathan's round-up of other news 25:34 - Latest investment trust results 27:33 - Latest Money Makers Circle content 28:22 - Private equity discussion with Andrew Lister 53:23 - 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 the Circle features a profile of the Diverse Income Trust (DIVI) and commentary by Jonathan on the week's developments, as well as a new feature, a table of forthcoming dividend and ex-div dates. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by two guests - Ian Lance, manager of the Temple Bar Investment Trust; and Emma Bird, commercial property analyst at Winterflood Securities - in the latest edition of the Money Makers Weekly Investment Trust podcast. Trusts mentioned this week (with tickers) include: Scottish Investment Trust (SCIN), TwentyFour Income Fund (TFIF), Rockwood Strategic (RKW), Digital9 Infrastructure (DGI9), Pershing Square Holdings (PSH), JPMorgan American Investment Trust (JAM), JPMorgan US Smaller Companies (JUSC), BlackRock World Mining (BRWM), CT Private Equity Trust (CTPE), Chrysalis Investments (CHRY), Bluefield Solar Income Fund (BSIF), Next Energy Solar Fund (NESF), Axiom European Financial Debt Fund (AXI), AEW UK REIT (AEWU), Abrdn Property Income Trust (API), Balanced Commercial Property Trust (BCPT), CT Property Trust (CTPT), UK Commercial Property REIT (UKCM), LXI REIT (LXI), Tritax Big Box (BBOX), Target Healthcare REIT (THRL), Impact Healthcare REIT (IHR). Section Timestamps: 00:39 - Review of the week 04:08 - Q and A with Ian Lance of Temple Bar 21:54 - Latest Money Makers Circle content 22:36 - Corporate developments and announcements 25:30 - Latest investment trust results 39:02 - Commercial property sector with Emma Bird 56:39 - 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. As well as the regular features this week, Jonathan has provided some commentary on the reaction to the announcement from Jay Powell of the Federal Reserve on its stance regarding interest rates. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Ewan Lovett-Turner, head of investment trust research at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. Jonathan is also joined by Ben Rogoff, manager of the Polar Capital Technology Trust. Trusts mentioned this week (with tickers) include: RIT Capital Partners (RCP), Pantheon International (PIN), Smithson Investment Trust (SSON), Henderson Smaller Companies Trust (HSL), Fidelity European Trust (FEV), JPMorgan Claverhouse (JCH), NB Global Monthly Income (NBMI), Rights and Issues Investment Trust (RIII), Castelnau Group (CGL), Fidelity Japan Trust (FJV), Invesco Asia Trust (IAT), Vietnam Enterprise Investments (VEIL), Mobius Investment Trust (MMIT), Fundsmith Emerging Equities Trust (FEET), Impax Environmental Markets (IEM), BlackRock Energy and Resources Income Trust (BERI). Section Timestamps: 00:52 - Taking a break 01:12 - The week in the markets 02:29 - Money Makers Circle 03:44 - Ewan Lovett-Turner 10:49 - Corporate accouncements 25:25 - Renewable Infrastructure / Commercial Property 25:40 - Other results 37:41 - Emerging markets sector 39:56 - Debt sector 46:13 - Ben Rogoff 1:14:10 - Additional results roundup 1:20:50 - 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. As well as the regular features this week, the Circle features a profile of the Ruffer Investment Company (RICA) and Jonathan's notes on current market opportunities. 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 over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.