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205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)

205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)

Released Saturday, 6th April 2024
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205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)

205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)

205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)

205: Weekly Investment Trusts Podcast - with Richard Pindar and Ewan Lovett-Turner (06 Apr 2024)

Saturday, 6th April 2024
Good episode? Give it some love!
Rate Episode

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 Richard Pindar, CEO of Book Asset Management, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis.

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 - This week's guests0:01:15 - Review of the week0:02:59 - Corporate news and announcements0:04:09 - Summary of results0:05:35 - Money Makers Circle0:07:12 - J.P.Morgan Global Growth and Income (JGGI)0:07:49 - Q&A with Richard Pindar0:08:11 - Reviewing the annual results0:09:59 - Reducing the discount0:12:40 - B share scheme0:18:06 - Liquidity0:19:37 - The private equity market in general0:23:37 - Realising investments in the portfolio0:27:36 - Portfolio concentration0:30:53 - UK economy impacts on investments0:37:16 - Q&E with Ewan Lovett-Turner0:37:49 - Reviewing the annual results0:39:37 - Reducing the discount0:42:18 - B share scheme0:47:44 - Liquidity0:49:15 - The private equity market in general0:53:15 - Realising investments in the portfolio0:57:14 - Portfolio concentration1:00:31 - UK economy impacts on investments1:03:07 - 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 listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

This week, there is no profile due to the Easter break, but future profiles to look out for include Chrysalis Investments (CHRY),STS Global Income & Growth (STS), and Artemis Alpha (ATS). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts along with a new list of his favourite funds, and includes all the regular features available in the Circle. The content of that email is also available for subscribers via the website.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 200 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

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