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 Andrew McHattie to discuss the markets.

Section Timestamps:
0:00:24 - Introduction
0:00:37 - An overview of the markets around the world
0:03:08 - Alliance Witan (ALW)
0:09:08 - Tetragon Financial (TFG)
0:13:28 - Digital 9 Infrastructure (DGI9)
0:17:22 - Crystal Amber Fund (CRS)
0:20:21 - A short break
0:21:16 - Redemption opportunities
0:22:00 - AVI Japan Opportunity Trust (AJOT)
0:24:56 - Bellevue Healthcare (BBH)
0:29:43 - Mercantile Investment Trust (MRC)
0:31:38 - Gearing
0:33:08 - Literacy Capital (BOOK)
0:37:18 - Battery storage trusts (GSF, HEIT)
0:42:38 - Thoughts on performance this year
0:44:02 - Close



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This week, as well as the usual features, the Circle will feature a profile of Mid Wynd International (MWY), due to publication on 23 October. Future profiles include CQS New City High Yield (NCYF) and Manchester and London (MNL). 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.

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 230 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.