Money Makers

187: Weekly Investment Trusts Podcast - with Andrew McHattie and Charles Luke (02 Dec 2023)

Informações:

Sinopsis

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trusts Newsletter and Charles Luke, manager of the Murray Income Trust (MUT). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:01:02 - Money Makers Circle 0:01:35 - Investment Trusts Handbook 2024 0:02:41 - This week's guests 0:03:50 - Review of the week 0:06:03 - Q&A with Andrew McHattie 0:06:27 - The sector and the markets overall 0:12:12 - Proposed mergers 0:19:27 - Other trusts in the news 0:35:38 - Continuation votes 0:44:43 - The continuing theme of continuation votes, mergers, etc. 0:47:15 - Q&A with Charles Luke 0:47:56 - The UK equity market 0:50:01 - The catalyst for change in the UK market 0:51:51 - How Murray Income differs from others in the sector 0:54:50 - The impact of ESG on performance 0:57:42 - The portfolio 1:01:12