Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, columnist for MoneyWeek, and former fund manager at Investec Asset Management; and also previews a discussion with Ben Rogoff, manager of Polar Capital Technology (PCT) - available in full for subscribers to the Money Makers Circle.

Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure Trust (DGI9), US Solar Fund (USF), Home REIT (HOME), Keystone Positive Change (KPC), Baillie Gifford UK Growth (BGUK), Baillie Gifford European (BGEU), JPMorgan Emerging Markets (JMG), Mobius Investment Trust (MMIT), Fidelity Emerging Markets (FEML), Chrysalis (CHRY), Schiehallion (MNTN), Literacy Capital (BOOK), Tritax Big Box (BBOX), TR Property (TRY), Odyssean Investment Trust (OIT), JPMorgan Global Core Real Assets (JARA), Life Science REIT (LABS).

Section Timestamps:

00:32 - The Investment Trusts Handbook 2023

01:16 - Q&A with Max King

01:22 - The last three months and where we're at now

04:39 - Thoughts on investment trusts in general

06:27 - Discounts and alternative assets

09:05 - Markets and politics

09:53 - Looking at specific trusts

17:15 - Equity investment trusts sector

20:09 - Vietnam, China, and emerging markets

23:12 - Private equity

25:08 - Commercial property

28:43 - What has Max been doing?

31:17 - A summary of the week's results

34:15 - Money Makers Circle

34:44 - Q&A with Ben Rogoff (extract)

43:52 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

In addition to the regular features, this week the Circle features a piece by Edward Chancellor about the cryptocurrency market, and a profile of Pantheon International (PIN). Subscribers can also listen to the full conversation with Ben Rogoff, manager of Polar Capital Technology. Ben spoke about many issues including whether the market environment remains favourable to technology stocks, and some of the larger stocks in the sector.

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 over 130 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.