Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Law Debenture (LWDM), Merchants (MRCH), Monks (MNKS), Blackrock Smaller Companies (BRSC), Montanaro UK Smaller Companies (MTU), AEW UK (AEWU), Picton (PCTN), Schroder European Real Estate (SERE), Custodian (CREI), Supermarket Income (SUPR), Aquila European Renewables (AERS), European Opportunities (JEO) and Manchester and London (MNL). Topics include: updates on UK equity income, property and private equity performance, the diversity within sectors, the Wirecard scandal and (surprisingly) Wimbledon debentures. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that, technology permitting, we will be broadcasting a live interactive podcast (with Q and A) at the Mello Virtual

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Scottish Investment Trust (SCIN), Monks (MNKS), Lowland (LWI), European Opportunities (JEO), Seneca Global Income and Growth (SIGT), Bluefield Solar Income (BSIF), ICG Enterprise (ICGT), Standard Life Private Equity (SLPE), Gabelli Value Plus (GVP) and J.P.Morgan Russia (JRS). Topics include: the virus impact on sectors, private equity valuations, renewable energy and Wirecard. You can find more information, including relevant disclosures, at www.money-makers.co. Look out for a special interactive podcast (with Q and A) at Mello Virtual on July 11-12.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts discussed (with tickers) include: Edinburgh (EDIN), BG UK Growth (BGUK), Edinburgh Worldwide (EWI), Standard Life Smaller Companies (SLS), Lowland (LWI), Temple Bar (TMPL), Aberdeen Diversified Income and Growth (ADIG), Allianz Technology (ATT) and Odyssean (OIT). Topics include: equity income, growth and value, technology and yields. You can find more information, including relevant disclosures, at www.money-makers.co.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Worldwide Healthcare (WWH), Biotech Growth Trust (BIOG), Templeton Emerging Markets (TEM), Fidelity China Special Situations (FCSS), Securities Trust of Scotland (STS), Secure Income REIT (SIR), LXI REIT (LXI), J.P.Morgan European (JETG and JETI), Miton Growth Opportunities (MIGO) and Augmentum Fintech (AUGM). Topics include: index changes, Travelodge and other tenant disputes, China, Europe, healthcare and fintech. You can find more information, including relevant disclosures, at www.money-makers.co.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned include (with tickers): Caledonia (CLDN), Capital Gearing Trust (CGT), 24 Select Monthly Income (SMIF), Baillie Gifford European Growth (BGEU), River and Mercantile UK Micro-Cap (RMMC), JLEN Environmental Assets (JLEN) and India Capital Growth (IGC). You can find more information, including relevant disclosures, at www.money-makers.co.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts mentioned include: Perpetual Income and Growth, Brunner, Schroder UK Public and Private, Tritax Eurobox, HICL Infrastructure, JPMorgan Japanese, Baillie Gifford Shin Nippon, Renewables Infrastructure and Electra. Topics covered include: how infrastructure funds value their assets. You can find more information, including relevant disclosures, at www.money-makers.co.

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts covered include: 3i Group, 3i Infrastructure, Civitas Social Housing, Scottish Mortgage, Murray International, Finsbury Growth & Income, Troy Income and Growth and Temple Bar. You can find more information, including disclosures, at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts covered include: Diverse Income Trust, Aberdeen New Thai, JPMorgan Global Growth and Income, Edinburgh Worldwide, Keystone and Supermarket Income REIT. This episode explains a number of specialist terms, including: redemption facilities, enhanced dividends, index inclusion, share issuance and fees based on market capitalisation. More information at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics covered include: - the latest NAV, share price and discount movements; - Shell's shock dividend announcement; - updates from equity income, property and renewables trusts; - the outlook for the financial markets. More information at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics covered include: - the latest share price, discount and NAV movements; - the impact of the oil price collapse on energy trusts; - updates from several of the AIC’s “dividend heroes”; - the outlook for the property and private equity sectors. More information at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the latest edition of our weekly investment trust podcast. Topics include: - the latest share price, discount and NAV movements, - why equity markets have stalled, - the impact of the virus on property and private equity trusts, and - the latest data and manager updates on dividend sustainability. For more information on this and a second podcast we are now running on global markets, please visit: www.money-makers.co

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the week in the next edition of our weekly investment trust podcast. Topics covered include: - the latest share price, discount and NAV movements, - why equity markets have rallied, - the sacking of Mark Barnett, - will trust dividends be cut?, - the outlook for equity income, and - the sustainability of discount control mechanisms. More information at www.money-makers.co.

Jonathan Davis and Simon Elliott, head of research at Winterfloods, review the evidence in the first of our new weekly investment trust podcasts.

In the latest Money Makers podcast I talk to fund manager Charlie Morris, Chief Investment Officer at Netscape Capital, about the phenomenon that is bitcoin. To my knowledge Charlie has been actively researching bitcoin and other "digital assets" for at least five years. He explains why the mainstream investment community needs to take off its nose-peg and try to understand what is driving the price and usage higher - a must-listen for anyone trying to make sense of this recent financial market phenomenon.

Money Makers With Paul Jourdan - How to make sense of sky high earnings multiples by Jonathan Davis

Money Makers: How Warren Buffett made his first $100 million - with Glenn Arnold by Jonathan Davis

In the latest Money Makers podcast Trevor Greetham, head of multi-asset investment strategy at Royal London Asset Management, one of the UK’s biggest pension fund and with-profits investment firms, explains what is driving the firm’s current thinking – and why he thinks the current bull market in equities could continue for another 1-2 years. Mr Greetham is a 25-year veteran of the investment business, and one of the UK’s higher profile strategists, having previously worked at Fidelity and Merrill Lynch. Topics covered include not just stocks and bonds, but Brexit, inflation, interest rates, annuities and pension drawdown.

Ben Rogoff: Can technology stocks go higher still? by Jonathan Davis

Talking Money: Andrew Milligan, chief strategist at Standard Aberdeen, discusses world markets by Jonathan Davis

Talking Money: Paul Mumford - The stocks and sectors that I like most today by Jonathan Davis