Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to James Cook, fund manager at J.P. Morgan Global Growth and Income (JGGI) and Chris Clothier, co-CIO at CG Asset Management and a manager at Capital Gearing Trust (CGT). 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 0:03:57 - Money Makers Circle 0:04:29 - This week's guests 0:04:57 - Corporate news and announcements 0:10:17 - Summary of results 0:16:01 - Q&A with James Cook 0:17:38 - Sustaining outperformance 0:20:55 - Enhanced income approach 0:22:29 - The outlook for the global economy 0:27:22 - The valuation spread 0:29:29 - The US 'Super Seven' 0:33:01 - The UK market 0:35:39 - The outlook from here 0:37:41 - Q&A with Chris Clothier 0:37:50 - The bond market 0:40:44 - Holding US and UK index linked bonds 0:43:21 - Risk assets 0:44:34 - The impact