Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Peter Spiller, manager of Capital Gearing Trust (CGT), and Andrew McHattie, founder and editor of The Investment Trust Newsletter. Section Timestamps: 0:00:28 - Review of the week 0:03:11 - This week's guests 0:04:16 - Summary of results 0:10:05 - Corporate news 0:12:21 - Money Makers Circle 0:13:09 - Q&A with Peter Spiller 0:18:10 - Are investors bound to lose money in the coming period? 0:24:59 - Private equity 0:28:12 - Governance of investment trusts and impact on the sector 0:31:52 - Reasons for wide discounts 0:33:34 - Mergers and consolidation 0:35:20 - Opportunities afforded by wide discounts 0:38:26 - The case for Japanese stocks 0:41:36 - Q&A with Andrew McHattie 0:41:53 - Performance in the first quarter of 2023 0:45:48 - Commercial property sector 0:50:46 - Renewable energy and infrastructure 0:54:34 - Equity trusts 0:58:41 - A potential IPO