Money Makers

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 (AT