Money Makers

In this week’s Money Makers podcast Jonathan Davis spends 40 minutes talking to the market strategist Eoin Treacy about his latest views on equity markets, bonds, currencies and the outlook for inflation.

Are there good opportunities in the investment trust sector at the moment – and if so where? After such a strong run have the world’s equity markets risen too far too fast?

Jonathan Davis puts these questions to Richard Curling, who runs a fund of investment trusts for Jupiter Asset Management, as part of a wide-ranging discussion about the markets and the closed end fund sector in the latest Money Makers podcast. Often known as the City’s best kept secret, the best investment trusts consistently outperform their open-ended equivalents, but you have to know how and where to look for them.

Resource stocks made a strong recovery in 2016 after a torrid bear market, with both oil and mining companies heading the index performance tables. Few professional investors were more exposed to this rollercoaster ride than Angelos Damaskos, the manager of two specialist small cap commodity funds widely followed by private investors, Junior Oil and Junior Gold. In the latest Money Makers podcast he gives his views on the two sectors now – where he thinks commodity prices are heading and how he is positioning his funds for that environment.

In the latest Money Makers podcast we catch up again with Chris Hutchinson, lead fund manager at Unicorn Asset Management, the boutique small cap and AIM fund management firm that boasts one of the best long-term records in its universe.

How has the fund coped with the fallout from Brexit and Trump’s election? What are the prospects for future returns? And why despite strong demand has the firm capped new applications to its market-leading AIM venture capital trust at just 10% of assets?

The Trump rally has taken the world’s equity markets to new highs in many countries, and together with the fall in the value of the pound, has made the past year among the best 12-month periods for investors in living memory. What next? Can the good times keep rolling? In the latest Money Makers podcast I sit down with Mark Dampier, Head of Research at Hargreaves Lansdown, the number one platform for private investors in the UK, to discuss the market outlook and where the best opportunities and greatest risks lie now (30 minutes)

An interview with Gervais Williams, Managing Director of Miton Group plc and author of new book The Retreat of Globalisation

Fund manager Chris Rice expects a downturn as unemployment and interest rates turn - discover why in this interview with Money Maker's editor Jonathan Davis.

The Harriman Stock Market Almanac is an annual publication which is a must-read for all fans of stock market investing – it combines a mixture of some trivial but amusing anecdotes and facts about the stock market with some more interesting analysis of trends that recur each year and other kinds of anomalies: things that, theoretically at least, you can make some money out of if you are aware of them.

In this podcast, Jonathan Davis speaks with Almanac editor and investor Stephen Eckett about several of these anomalies – and what investors can do to take advantage of them.

Paul Jourdan is the CEO of Amati Global Investors. With his colleagues, a team of three, he runs three funds that specialise in small-cap and unquoted stocks. In this podcast, Jonathan Davis asks Paul how where we are in the market cycle has affected small caps, what the impact of Brexit looks like, and what makes for an ideal small company from an investor's perspective.

The election of Donald Trump as American President took much of the world by surprise. By chance John Kay, the author and business economist, well known for his columns in the Financial Times, happened to be in New York when the result was announced. In the latest Money Makers podcast I asked him for his initial reactions to the outcome.