Money Makers

185: Weekly Investment Trusts Podcast - with Ewan Lovett-Turner (18 Nov 2023)

Informações:

Sinopsis

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Ewan Lovett-Turner, head of research at Deutsche Numis (formerly Numis Securities). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - This week's guest 01:38 - Money Makers Circle 03:13 - Review of the week 04:56 - Corporate news and announcements 10:18 - Summary of results 12:26 - Q&A with Ewan Lovett-Turner 14:16 - Are buyers returning to the market? 15:44 - The economic and sector outlook 17:18 - Cost disclosure 23:43 - The alternatives sector 29:01 - Consolidation 33:13 - Continuation votes 35:51 - Capital Gearing Trust (CGT) 38:25 - Hedge Funds 40:50 - Close Trusts mentioned this week (with tickers): Baillie Gifford Japan (BGFD), BH Macro (BHMG), JPMorgan UK Smaller Companies (JMI), JPMorgan Mid Cap (JMF), European Opportunities Trust (EOT), BlackRock Smaller Companies (