Money Makers
205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:03:43
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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 Richard Pindar, CEO of Book Asset Management, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - This week's guests 0:01:15 - Review of the week 0:02:59 - Corporate news and announcements 0:04:09 - Summary of results 0:05:35 - Money Makers Circle 0:07:12 - J.P.Morgan Global Growth and Income (JGGI) 0:07:49 - Q&A with Richard Pindar 0:08:11 - Reviewing the annual results 0:09:59 - Reducing the discount 0:12:40 - B share scheme 0:18:06 - Liquidity 0:19:37 - The private equity market in general 0:23:37 - Realising investments in the portfolio 0:27:36 - Portfolio concentration 0:30:53 - UK economy impacts on investments 0:37:16 - Q&E with Ewan Lovett-Turner 0:37:49 -