Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Peter Hewitt, manager of the CT Global Managed Portfolio, and James Henderson, manager of the Lowland Investment Trust (LWI). Section Timestamps: 0:00:29 - Review of the week 0:00:53 - This week's guests 0:05:35 - Company news 0:15:42 - Summary of results 0:21:14 - Money Makers Circle 0:22:06 - Q&A with Peter Hewitt 0:22:51 - The last six months 0:29:58 - Discounts in the alternative assets sector 0:33:06 - Commercial property 0:35:53 - Portfolio changes 0:42:28 - Expectations for the next six months 0:45:47 - Q&A with James Henderson 0:46:09 - Looking at the UK market 0:48:12 - Factors behind the unloved nature of the UK market 0:52:26 - Where will interest rates peak? 0:55:19 - Performance impact of a small and mid cap bias 0:56:47 - What happens when the UK equity market turns around 0:59:01 - Fund manager style and philosophy 0:59:49 - Lowland's divide