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 Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).

This discussion was recorded on 29 November 2024.

Section Timestamps:

0:00:24 - Introduction

0:00:40 - Looking back over the past few weeks

0:10:42 - Cost disclosure reform

0:13:36 - Private equity trusts

0:18:14 - A short break

0:19:10 - Growth capital sector

0:22:32 - UK small cap

0:24:10 - UK equity sector

0:26:06 - Portfolio changes

0:28:16 - Outlook for 2025

0:34:30 - Close

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This week, as well as the usual features, the Circle features a profile of BlackRock Latin American (BRLA). Future profiles include J.P.Morgan Global Growth and Income (JGGI) and Baillie Gifford Shin Nippon (BGS). 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.