362: Andrew McHattie - Money Makers Investment Trusts Podcast (14 Nov 2026) cover art

362: Andrew McHattie - Money Makers Investment Trusts Podcast (14 Nov 2026)

362: Andrew McHattie - Money Makers Investment Trusts Podcast (14 Nov 2026)

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Summary
 This week on the Money Makers Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and three times winner of the AIC's Best Broadcast Journalist award, is joined by Andrew McHattie, editor of the Investment Trusts Newsletter, for their regular discussion about the latest news and developments. This time their conversation includes the fallout from the resignation of Nvidia's long-standing CEO and what it means for the AI trade, the striking rotation back into quality growth highlighted by Finsbury Growth & Income's turnaround, and a round-up of corporate activity. This conversation was recorded on Friday 13 November. *** COMING SOON - The Investment Trusts Handbook 2027 *** Out 15 December - pre-order now: https://lnk.to/ITHB27 The Investment Trusts Handbook 2027 is the tenth 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 next edition of the Handbook, an independent educational publication, is now in its final stages of preparation ahead of publication on 15 December. 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, it is an indispensable companion for anyone looking to invest in the investment trust sector. Order your copy now and be among the first to receive it. *** Timestamps 0:00:37 - Nvidia 0:04:24 - Finsbury Growth and Income 0:14:10 - Scottish Mortgage Trust (SMT) and Anthropic 0:19:21 - Gresham House Energy Storage (GRID) 0:25:50 - A short break 0:26:35 - River UK Micro Cap Ltd (RMMC) 0:31:34 - BlackRock Greater Europe (BRGE) 0:34:42 - Caledonian (CLDN) 0:38:00 - Schroder Income Growth (SCF) 0:41:24 - 3i Group (III) 0:44:08 - Syncona (SYNC) 0:48:04 - RTW Biotech Opportunities (RTW) 0:51:25 - Looking to the end of the year 0:53:25 - Close If you enjoy the weekly podcast, why not also try 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 every week, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of North American Income (NAIT). Future profiles include BioPharma Credit (BPCR) and Merchants Trust (MRCH). Our weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to more than 360 podcasts since we launched in 2020. 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 - www.bgprofessional.co.uk
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