Money Makers

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 Trust Newsletter, and Tom Poynton, a director at Baron & Grant. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - Review of the week 01:38 - This week's guest 01:51 - Next week's podcast 03:26 - Money Makers Circle 04:10 - Q&A with Andrew McHattie and Tom Poynton 04:53 - The markets overall 08:55 - Positioning for lower interest rates in 2024 13:43 - Activist investors 16:36 - Renewable infrastructure trusts 26:28 - Hipgnosis Songs Fund 33:18 - Home REIT (HOME) 38:24 - Commercial property 44:17 - Looking back at the year 53:35 - Thank you and Merry Christmas 54:02 - Close Trusts mentioned this week (with tickers): Pershing Square Holdings (PSH), Brunner Investment Trust (BUT), Tritax Big Box (BBOX), Bluefield Solar Income (BSIF), Octo