Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG), and Matt Hose, alternative assets analyst at Jeffries. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:44 - Review of the week 0:04:39 - This week's guest 0:05:09 - Money Makers Circle 0:05:43 - Corporate news and announcements 0:10:13 - Summary of results 0:16:23 - Q&A with Peter Hewitt 0:16:50 - General developments in the markets 0:20:07 - Is the bond market normally right? 0:23:25 - The portfolio and its themes 0:39:49 - The income class 0:40:37 - Consolidation 0:41:49 - Scotland in the Rugby World Cup 0:39:01 - Q&A with Matt Hose 0:39:09 - Bond market fallout 0:43:52 - Private equity sector 0:48:03 - Infrastructure trusts 0:50:09 - Renewables trusts 0:53:16 - Hipgnosis Songs Fund (SONG) 0:57: