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, is joined by Evy Hambro, manager of the BlackRock World Mining Trust (BRWM).

Section Timestamps:
0:00:23 - The overall macro position
0:06:12 - AI and commodities
0:10:04 - The impact of the dollar
0:11:38 - A short break
0:12:33 - M&A activity
0:17:51 - Talking about the Trust (BRWM)
0:19:19 - Assumptions over the past two years that didn’t work out
0:22:48 - The dividend
0:24:47 - The share price and the discount
0:25:37 - Valuations
0:27:44 - Close



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This week, as well as the usual features, the Circle features a profile of Edinburgh Worldwide (EWI). Future profiles include Henderson Opportunities (HOT) and Mid Wynd International (MWY). 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.