Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Anthony Leatham, head of investment trust research at Peel Hunt, and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPG/CMPI). Section Timestamps: 0:00:29 - Review of the week 0:03:14 - This week's guests 0:04:10 - Money Makers Circle 0:05:00 - Summary of results and announcements 0:12:06 - Q&A with Anthony Leatham 0:12:33 - Analysing discounts and buybacks 0:17:07 - Private equity discounts and buybacks 0:20:05 - Most active buyback trusts 0:22:03 - Outlook for discount controls 0:26:04 - Baillie Gifford/Scottish Mortgage Trust (SMT) 0:34:26 - What drives discounts/outlook 0:37:07 - Q&A with Peter Hewitt 0:37:24 - Current market behaviour 0:41:39 - Alternative asset trusts 0:43:27 - Commercial property 0:47:16 - The growth portfolion and Scottish Mortgage Trust (SMT) 0:53:29 - Other Baillie Gifford trusts 0:55:55 - Style shift 0:59:18