Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Duncan MacInnes, manager of the Ruffer Investment Company (RICA). Simon Elliott, client director at JPMorgan Asset Management and former co-host and co-founder of the podcast also returns after about a year off the show. Section Timestamps: 0:00:29 - This week's guests 0:01:39 - Sponsorship of the podcast 0:03:53 - The markets this week 0:07:20 - Announcements and results 0:13:58 - Corporate news 0:16:36 - Money Makers Circle 0:16:54 - Q&A with Duncan MacInnes 0:17:05 - Latest trust results 0:22:49 - Are markets losing touch with reality? 0:26:58 - Portfolio changes 0:29:33 - Thinking on commodities 0:32:13 - The demand for bonds 0:36:35 - Reaction to the derating of investment trusts 0:39:22 - Trust performance before and after crises 0:41:23 - The impact of politics 0:43:24 - Q&A with Simon Elliott 0:43:59 - About the sponsorship of the podcast 0:45:31 - Cau