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 Sebastian Lyon, manager of the Personal Assets Trust (PNL), and CEO of Troy Asset Management. During their discussion, Jonathan and Sebastian remember the former director of Personal Assets Trust, Robin Angus, who sadly died earlier this year, and they talk about the anthology of his quarterly summaries that have been released as a book, A Shared Journey. This book is available for free as a PDF download: https://www.patplc.co.uk/wp-content/uploads/sites/2/2022/12/1941-PAT-Quarterlies-Anthology-Book.pdf Section Timestamps: 00:24 - Introducing Sebastian Lyon 01:51 - The year in historical context 04:53 - Has the investment game changed? 08:32 - Locking in a loss of wealth 10:23 - Looking at the stock market 14:34 - The problems faced by central banks 17:38 - Could we return to a Goldilocks scenario? 21:27 - Personal Assets Trust (PNL) and other funds 23:50 - Would