Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Ewan Lovett-Turner, head of investment trust research at Numis Securities, and Laura Elkin, portfolio manager of AEW UK REIT (AEWU). Section Timestamps: 00:29 - This week's guests 02:59 - Money Makers Circle 03:32 - The markets this week 05:26 - Highlights from the week's results 08:05 - Q&A with Ewan Lovett-Turner 08:53 - Looking back over 2023 so far 12:41 - Perceptions of the current market outlook 14:47 - Key news items this week 14:51 - IPOs and Fundraising 20:17 - Private equity 25:23 - Boards and buy backs 27:35 - The alternatives sector 29:55 - International Biotechnology Trust (IBT) 32:07 - Q&A with Laura Elkin 32:36 - The strategy of AEWU, and its portfolio weightings 35:59 - Target return as a value investor 38:31 - The gearing policy 40:39 - The re-rating of commercial property 44:35 - Investing in retail 48:09 - Alternative use 50:55 - V