304: Money Makers Investment Trusts Podcast - with Peter Hewitt (08 Nov 2025)

Описание: 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 for two years running (2024 and 2025), is joined by Peter Hewitt, former manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).

This discussion was recorded on Friday 07 November 2025.



** COMING SOON: The 2026 Investment Trusts Handbook **
Available for pre-order from Harriman House: https://harriman-house.com/authors/jo...

The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City’s best-kept secret, or the connoisseur’s choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. The Investment Trusts Handbook 2026 is an independent educational publication, available through bookshops and extensively online. With articles by more than 20 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector.
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Section Timestamps:
0:00:24 - Introduction
0:01:00 - The big picture for global markets
0:04:43 - The mood in small caps
0:11:11 - Emerging markets
0:15:44 - The shrinking universe
0:18:07 - Saba Capital
0:24:19 - A short break
0:25:26 - The renewables sector
0:32:09 - Commercial property
0:34:04 - The rugby
0:37:12 - The Investment Trusts Handbook 2026
0:38:32 - Close



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Produced by Ben Gamblin - www.bgprofessional.co.uk