Money Makers

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Ben Conway, head of fund management at Hawksmoor Investment Management, and Nick Greenwood, manager of the MIGO Opportunities Trust (MIGO). Section Timestamps: 0:01:14 - Introducing this edition’s guests 0:01:47 - A note on jargon 0:02:54 - Context of this week’s treasury announcement 0:11:29 - Good news for the investment trusts sector 0:14:20 - An unexpected announcement 0:18:34 - Correlation between interest rates and changing discounts 0:21:12 - A short break 0:22:08 - Assessing fees on market cap 0:26:51 - Looking for opportunities in discounts 0:27:38 - Consolidation, supply, and trust sizes 0:37:14 - The wider world 0:39:51 - Recent changes to the MIGO portfolio 0:41:35 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers l