Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust. Trusts mentioned this week (with tickers) include: Civitas Social Housing (CSH), Home REIT (HOME), LXI REIT (LXI), Value and Indexed Property (VIP), Hipgnosis Songs Fund (SONG), Schroder UK Mid Cap Investment Trust (SCP), Finsbury Growth and Income (FGT), Monks (MNKS), Securities Trust of Scotland (STS), Templeton Emerging Markets (TEM), Barings Emerging EMEA Opportunities (BEE), BlackRock Frontiers Investment Trust (BRFI). Section Timestamps: 00:39 - The Investment Trusts Handbook 02:23 - Capital Gearing Trust 03:33 - Q&A with Alastair Laing 04:36 - The thinking behind CGT's defensive stance 07:53 - Any significant changes at CGT? 10:48 - What would it take to start thinking about increasing equity and risk asset exposure? 14:04 - Could the US avoid a recession? 16:18 - Inflation cannot be won in one