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, reviews the week in the markets and speaks to Simon Edelsten, former fund manager at Mid Wynd International, and Anthony Leatham, head of investment trust research at Peel Hunt.

Section Timestamps:
0:00:25 - A discussion with Simon Edelsten and Anthony Leatham
0:00:51 - An overview of the global equities sector
0:01:46 - What is a global equity trust seeking to achieve?
0:06:17 - The proportion to invest in global equity trusts and the benchmark to use
0:14:14 - Passive funds as an alternative
0:22:31 - A short break
0:23:27 - Discount anomalies and buybacks
0:26:06 - Trusts investing in private assets
0:34:26 - Measures of risk
0:40:35 - Where we are in the market cycle
0:47:46 - Close

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This week, as well as the usual features, the Circle features a profile of Bellevue Healthcare (BBH). Future profiles include Edinburgh Worldwide (EWI) and Henderson Opportunities (HOT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year.

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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.