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 Martin Gilbert, original founder of Aberdeen Asset Management, and current chairman of AssetCo.


Section Timestamps:
0:00:24 - Introduction
0:00:41 - An end in sight to the tough period of the last few years?
0:02:21 - Discounts and share buy backs
0:03:55 - The use of gearing
0:04:53 - Will consolidation continue?
0:07:18 - Being an active fund manager today
0:09:30 - Does an Asian investment trust still make sense?
0:12:12 - A short break
0:13:07 - The experience so far with AssetCo
0:14:48 - Developing AssetCo
0:18:15 - Is private a better model?
0:20:41 - Attracting private investors
0:21:50 - A time for optimism or pessimism
0:23:18 - Close


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This week, as well as the usual features, the Circle features a profile of Manchester and London (MNL). Future profiles include Temple Bar (TMPL) and Schroder Japan (SJG). 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.