Money Makers

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 John Newlands, the investment trust historian, 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 - Review of the week 0:03:12 - This week's guests 0:05:34 - Corporate news and announcements 0:06:58 - Money Makers Circle 0:07:44 - Q&A with John Newlands and Ewan Lovett-Turner 0:08:15 - Reaction to the general election result 0:13:17 - Private equity sector and discounts 0:24:24 - Changing interest rate expectations 0:27:00 - Sector consolidation 0:30:49 - Trusts at risk 0:33:54 - Renewables and infrastructure 0:36:36 - Commercial property 0:37:48 - Scandals and governance 0:42:51 - Opportunities and headwinds 0:45:45 - Close Castelnau Group (CGL), Seraphim Space