Money Makers

327: Money Makers Investment Trusts Podcast - with Stuart Widdowson (11 Apr 2026)

Informações:

Sinopsis

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025) takes a look back over the past six years and where the investment trusts sector is now, as the podcast moves into its seventh year. Then this week's guest, Stuart Widdowson, manager of the Odyssean Investment Trust (OIT) discusses the impact of the Middle East crisis on global markets, UK equities, and interest rate expectations; the Trust's performance, strategy, and portfolio management; and potential catalysts for the Trust. This edition was recorded on Thursday 09 April (Interview) and Friday 10 April (Jonathan's comment). Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! Section Timestamps: 0:00:37 - I