[328] Saba takes a step forward - Andrew McHattie on the Investment Trusts Sector YouTube video by Money Makers

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Saba takes a step forward - Andrew McHattie on the Investment Trusts Sector, speaking on the latest edition of the Money Makers podcast.
#InvestmentTrusts #MoneyMakers #Podcast #SabaCapital

328: Money Makers Investment Trusts Podcast - with Andrew McHattie (18 Apr 2026) Andrew McHattie is back for his regular monthly appearance in this edition of the Money Makers Investment Trusts Podcast, where he and host with Jonathan Davis, editor of the Investment Trusts Handboo

Markets react to the Iran war, Saba Capital shakes up Edinburgh Worldwide, and Seraphim Space plans a new C-share issue. Hear the full debate on the latest Money Makers Investment Trusts Podcast. 🎧 soundcloud.com/moneymakersa... @aicpress #InvestmentTrusts #Markets #Finance

Reg Hoare: Q1 2026 portfolio review – Money Makers In his latest article for Money Makers, experienced private investor Reg Hoare explains why he still likes the private equity and growth capital space.

Guest contributor Reg Hoare looks back at a volatile first quarter and reveals which trusts he is looking to add to in the coming months. money-makers.co/2026/04/15/r...

We take a deep dive into the increasing but controversial trend of trusts that pay enhanced dividends. 4% used to be the going rate, but in the world of higher interest rates, 6% seems to be the new normal. money-makers.co/2026/04/15/t...

Are UK small caps undervalued? Jonathan Davis and Stuart Widdowson discuss market shocks, sector consolidation, and the path ahead for trusts. Full episode here: soundcloud.com/moneymakersa... @aicpress #InvestmentTrusts #SmallCap #Investing

326: Money Makers Investment Trusts Podcast - with Jasmine Yeo and Charlie Morris (04 Apr 2026) In this anniversary edition of the Money Makers Investment Trusts Podcast which has now been running for six years, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Bro

Volatile times? Ruffer’s Jasmine Yeo & Bytetree’s Charlie Morris share strategies for navigating bonds, gold, Bitcoin & commodities. Don’t miss the latest Money Makers Podcast, now starting our seventh year! @aicpress #InvestmentTrusts #Markets #AI soundcloud.com/moneymakersa...

Profile: Patria Private Equity – Money Makers Patria Private Equity (PPET), previously known as Standard Life Private Equity and abrdn Private Equity Opportunities, celebrates its 25th anniversary as a list

Patria Private Equity #PPET, which celebrates its 25th anniversary next month and specialises in the European mid-market sub-sector, is the subject of our latest fund profile. money-makers.co/2026/04/01/p...

325: Money Makers Investment Trusts Podcast - with Peter Hewitt and Carlos Hardenberg (28 Mar 2026) In this extended edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award) is joined by two gu

Markets in turmoil? 📉 Jonathan Davis talks to Peter Hewitt & Carlos Hardenberg about war, inflation, and trust opportunities on the latest Money Makers Podcast. Listen now: soundcloud.com/moneymakersa... #InvestmentTrusts #Markets #Investing

Renewable energy trust discounts – Money Makers Renewable energy infrastructure trusts have seen their discounts widen in each of the past four years, with the average discount now over 30%. A few trusts have

In our latest fund profile, we take a deep dive into the renewable energy infrastructure sector, looking at discounts, dividends, fee structures, buybacks, and continuation votes. money-makers.co/2026/03/25/r...

324: Money Makers Investment Trusts Podcast - with Tom Holl and Adrian Brown (21 Mar 2026) This week we have two guests from BlackRock Energy Resources Income (BERI) joining the podcast: manager Tom Holl and chairman Adrian Brown. We discuss the impact of conflict in the Middle East and the

Geopolitics, energy markets & resilient portfolios! 🎙️ Jonathan Davis talks to Adrian Brown & Tom Holl from BlackRock Energy & Resources Income on the latest Money Makers Podcast. @aicpress #InvestmentTrusts #Energy #Commodities
🔗 soundcloud.com/moneymakersa...

Profile: TwentyFour Income Fund – Money Makers TwentyFour Income Fund (TFIF) is the largest debt trust with assets of just under £1bn, investing predominantly in UK and European asset-backed securities, such

TwentyFour Income Fund #TFIF, the largest debt trust with assets closing in on £1bn, is the subject of our latest profile. It yields around 10% as part of its return target of SONIA plus 6-8%. money-makers.co/2026/03/18/p...

323: Money Makers Investment Trusts Podcast - with Andrew McHattie (14 Mar 2026) Regular guest Andrew McHattie, editor of the Investment Trusts Newsletter, returns to the Money Makers Investment Trusts Podcast this week, discussing, amongst other things, the impact of the Middle E

From Seraphim Space’s surge to Alliance Witan’s stumble, we cover the winners & losers in the latest Money Makers podcast. 🎙️
@aicpress #InvestmentTrusts #StockMarket #Investing
🔗 soundcloud.com/moneymakersa...

322: Money Makers Investment Trusts Podcast - with Paul ffolkes Davis (07 Mar 2026) In this edition of the Money Makers Investment Trusts Podcast, Paul ffolkes Davis, chairman of Rising Sun Management - the company which manages the Nippon Active Value Fund (NAVF) - discusses the imp

Japan’s first female PM is shaking up markets! Hear Paul ffolkes Davis discuss activism, yen risks & Nippon Active Value Fund’s success in the latest Money Makers Investment Trusts Podcast.
▶ soundcloud.com/moneymakersa...
@aicpress #InvestmentTrusts #Japan #Markets

Profile: BlackRock American Income – Money Makers BlackRock American Income (BRAI) has underperformed its US value benchmark since it joined the market in 2012, so it has reinvented itself. Initially, it adopte

It's early days for BlackRock American Income's #BRAI new systematic active equity strategy, but it's off to a promising start, edging ahead of its benchmark and narrowing its discount. Find out more in this week's fund profile. money-makers.co/2026/03/04/p...

321: Money Makers Investment Trusts Podcast - with Ben Guest (28 Feb 2026) Battery storage's rollercoaster ride! In this edition of the Money Makers Investment Trust Podcast, Ben Guest, lead manager of Gresham House Energy Storage (GRID), discusses the challenges the trust h

📈 In the latest Money Makers Podcast, Jonathan Davis talks with Ben Guest of Gresham House Energy Storage ($GRID) about the battery storage rollercoaster, revenue challenges & recovery plans. Listen now: soundcloud.com/moneymakersa... @aicpress #InvestmentTrusts #Renewables #Batteries

Profile: CT Global Managed Portfolio – Money Makers After 17 years running CT Global Managed Portfolio, Peter Hewitt handed over to Paul Green and Adam Morris last June. The pair have reshaped the trust's Income

Our latest fund profile examines the recent changes to the Income and Growth portfolios at CT Global Managed Portfolio under the new management team of Paul Green and Adam Norris. #CMPI #CMPG money-makers.co/2026/02/25/p...

320: Money Makers Investment Trusts Podcast - with Nicholas Weindling (21 Feb 2026) Japan's dramatic election: what it means for investors. In this edition of the Money Makers Investment Trust Podcast, Nicholas Wiendling, manager of J.P. Morgan Japanese (JFJ), discusses the landslide

🇯🇵 From defence to dividends: Discover how Japan’s market is transforming under PM Takaichi. Don’t miss Nicholas Weindling of JPMorgan Japanese #JFJ on the Money Makers podcast! 🎙️ @aicpress #InvestmentTrusts soundcloud.com/moneymakersa... #Stocks #GlobalMarkets

Profile: Geiger Counter – Money Makers As its name suggests, Geiger Counter (GCL) specialises in uranium-focused mining companies. It was floated in 2006 at 50p, and its shares have endured a rollerc

Geiger Counter #GCL, the highly concentrated and specialised mining investment trust, is the subject of our latest fund profile. It's looking to capitalise on the huge growth in nuclear generation predicted for the next few decades. money-makers.co/2026/02/18/p...

319: Money Makers Investment Trusts Podcast - with Andrew McHattie (14 Feb 2026) In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award (2024 and 2025), is joined

From soaring Japanese markets to the turbulence in HgCapital #HGT & big moves by Saba… don’t miss this week’s Money Makers Investment Trusts Podcast. Insights, analysis & key trends for all investors 🎙️
@aicpress #InvestmentTrusts #Markets #Investing
soundcloud.com/moneymakersa...

How trust numbers have dwindled – Money Makers Since the end of 2021, over a third of trusts have disappeared or look set to do so soon. They have either been wound down, bought, or swallowed up in a merger.

This week's fund profile looks at the large number of trusts that have left the sector in the last few years, the long list of those currently heading towards the exit, and what sectors may see more departures. money-makers.co/2026/02/11/h...

318: Money Makers Investment Trusts Podcast - with Gabriel Sacks (07 Feb 2026) In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award (2024 and 2025), is joined

Discover why Aberdeen Asia Focus has delivered 35% returns in a year and 12% p.a. over 30 years. Jonathan Davis talks with Gabriel Sacks on the latest Money Makers Podcast. Listen now ▶️ soundcloud.com/moneymakersa... @aicpress #InvestmentTrusts #Asia #SmallCaps

Profile: Aberforth Geared Value & Income – Money Makers Aberforth Geared Value & Income Trust (ticker: AGVI) is the fifth in a succession of fixed-life trusts that have run alongside the much larger Aberforth Sma

This week's fund profile looks at Aberforth Geared Value & Income, a leveraged way to invest in Aberforth's value-based approach to the UK small-cap sector. money-makers.co/2026/02/04/p...

Discover the latest Money Makers podcast! Jonathan Davis speaks with Jean-Hugues de Lamaze of Ecofin Global Utilities & Infrastructure #EGL on energy transition, AI-driven demand & double-digit returns. Listen now: soundcloud.com/moneymakersa...
#EnergyTransition #AI

316: Money Makers Investment Trusts Podcast - with Edward Cartwright (28 Jan 2026) In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award (2024 and 2025), is joined

The latest Money Makers #InvestmentTrusts podcast is here! Jonathan Davis speaks with Edward Cartwright of Arcus IM about Baillie Gifford Shin Nippon & opportunities in Japanese small caps. #BGS Listen now: soundcloud.com/moneymakersa... #Investing #JapanEquities

Private equity trust discounts – Money Makers After spending much of the 2010s trading at somewhat narrower discounts, private equity trusts saw their ratings deteriorate sharply in 2022 to their widest lev

This week's profile for Money Makers subscribers compares and contrasts the discount history of the ten main private equity trusts and what they're doing now to tackle this persistent and thorny issue. money-makers.co/2026/01/28/p...

Money Makers podcast: 24 Jan 2026 – Money Makers The latest weekly Money Makers investment trust podcast hosted by Jonathan Davis - all the latest news from the investment trust sector is discussed in our hour

Jonathan Davis is joined by Peter Hewitt, former manager of the CT Global Managed Portfolio, to talk about Scottish Mortgage (SMT), Templeton Emerging Markets (TEM), Edinburgh Worldwide (EWI), Herald (HRI) and much more. money-makers.co/2026/01/24/m...

Profile: Achilles Investment Co. – Money Makers Achilles Investment Company (ticker: AIC) was launched in February 2025, raising £54m from a range of institutional investors. It looks to buy trusts and proper

This week's fund profile looks at Achilles. The activist trust led by Robert Naylor and Christopher Mills generated quite a stir when it launched in early 2025, but it's been very quiet of late and largely seems to have focused on property companies. money-makers.co/2026/01/21/p...

314: Money Makers Investment Trusts Podcast - with Ashley Thomas (17 Jan 2026) In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award (2024 and 2025), is joined

The renewable investment trust model is under pressure: 40% NAV discounts, gearing ceilings & subsidy cliff edges. Hear expert insights on strategies & sector outlook in our latest #InvestmentTrusts Podcast: soundcloud.com/moneymakersa... #GreenEnergy #Investing

Baillie Gifford and SpaceX – Money Makers Saba Capital and the Baillie Gifford-run Edinburgh Worldwide (EWI) are at loggerheads again, a year after the activist first tried to oust its directors and rep

In advance of the vote called by Saba at Edinburgh Worldwide, we take a closer look at how the four trusts run by Baillie Gifford that own SpaceX have dealt with its rapid valuation increase over the last several years. #SMT #EWI #USA #MNTN money-makers.co/2026/01/14/b...