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 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