Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Anthony Leatham, head of investment trust research at Peel Hunt, and Tim Levene, CEO of Augmentum Fintech (AUGM). Section Timestamps: 00:29 - Review of the week 01:42 - This week's guests 03:13 - The week's performance 04:12 - Money Makers Circle 04:47 - News, announcements, and results 07:46 - Q&A with Anthony Leatham 07:53 - Reaction to the market 11:56 - The broking business 14:06 - Factors involved in derating investment trusts 15:49 - Infrastructure and renewables 19:28 - Trusts sensitive to bond yield changes 22:47 - Battery storage sector 25:52 - Trusts sending distress signals 27:51 - M&A possibilities 32:04 - Q&A with Tim Levene 32:38 - The definition of fintech 34:30 - Performance over five years 41:16 - Investor scepticism about private equity 45:04 - Views on the current environment 47:37 - Artificial Intelligence 50:14 - The portfolio 52