Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to James Carthew, former fund manager and current director of QuotedData, and Colette Ord, infrastructure and renewables analyst at Numis Securities. Section Timestamps: 00:29 - Review of the week 04:12 - This week's guests 04:32 - Money Makers Circle 04:59 - Corporate news 07:10 - Selected results 13:05 - Q&A with James Carthew 13:30 - Impact of the base rate change on investment trusts 18:13 - Monks Investment Trust (MNKS) 21:03 - Abrdn Diversified Income and Growth (ADIG) 26:18 - Rockwood Strategic (RKW) 28:58 - Civitas Social Housing (CSH) 31:49 - Cordiant Digital Infrastructure (CORD) 35:05 - Investing in AI through investment trusts 37:54 - Q&A with Colette Ord 38:04 - Market reaction to the base rate rise 41:05 - Trust in the NAVs 43:27 - Using the wrong comparisons 46:05 - Trusts with minimal leverage while trading at significant discounts 48:31 - The