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 Andrew Jones, CEO of LondonMetric Property which recently acquired two listed UK commercial property investment trusts - CT Property (CTPT) and LXi REIT (LXI). 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 0:01:37 - This week's guest 0:02:22 - Corporate news and announcements 0:04:00 - Summary of results 0:05:14 - Money Makers Circle 0:05:42 - AIC Annual Investment Trust Media Awards 0:06:29 - Q&A with Andrew Jones 0:07:06 - Origin of the CTPT and LXI deals 0:12:14 - Self-managed vs externally managed 0:13:44 - Justifying the deals 0:14:51 - Objectives of the company 0:16:31 - The property cycle 0:19:32 - Exposure to retail 0:21:46 - Interest in specific sectors 0:22:40 - Macro concerns 0:25:35 - Responding to the