Money Makers
202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:39:19
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Sinopsis
In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Peter Spiller, manager of 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: 00:39 - This week's guest 01:41 - Review of the week 03:04 - Money Makers Circle 03:29 - Summary of results 04:37 - Corporate news and announcements 06:32 - Q&A with Peter Spiller 06:53 - Challenges in the investment trust sector 11:52 - The importance of boards 21:00 - The continuation vote mechanism 25:46 - The IPO process, board composition, and board governance 27:31 - Liquidity in alternative assets 34:08 - An opportunity for investors 36:38 - The UK market in general 37:53 - Grounds for optimism 38:43 - Close Trusts mentioned this week (with tickers): Allianz Technology (ATT), Manchester and London (MNL), AVI Japan Opportunity (AJOT), Canad