Money Makers

Weekly Investment Trust Podcast with Jonathan Davis (14 Jan 2023)

Informações:

Sinopsis

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