Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Nicholas Weindling, manager of the JPMorgan Japanese Investment Trust (JFJ), and Ross Driver, co-manager of the Foresight Solar Fund (FSFL). Section Timestamps: 0:00:29 - A podcast milestone 0:00:57 - This week's guests 0:01:50 - Money Makers Circle 0:02:44 - Review of the week 0:06:16 - Summary of the week's results and announcements 0:13:55 - Q&A with Nicholas Weindling 0:14:36 - Investment style 0:16:56 - The impact of currency on performance 0:18:37 - When does the trust do well, and when does it lag the market 0:19:50 - Attractiveness of company valuations 0:22:16 - Optimism about Japan 0:25:18 - Attracting overseas investors 0:27:03 - A new central bank governor and monetary policy implications 0:29:45 - Differences with this trust versus others 0:33:14 - Q&A with Ross Driver 0:34:06 - General fund performance 0:36:29 - Last year's results 0:39:03 - P