Jonathan Davis podcast appearances

Matt Marchese and Mike Futa look ahead to this weekend's NHL action with five storylines their watching closely on the "Futa Five". Brent Wallace (12:40) of the Locked on Sens podcast shares the latest room Ottawa including the team's injury concerns down the stretch, how Brady Tkachuk has changed as a player this season, and Travis Green's impact behind the bench. Jonathan Davis (38:30) VSiN NHL betting analyst, checks in on Macklin Celebrini's Hart Trophy case as the Sharks sit in a playoff spot, what's behind the Kings' downfall this year, and how the Ducks project heading into the postseason. The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.

We apologise for the delay in publication of this edition via podcast channels, due to a technical issue beyond our control. -- In a break from the norm in this week's edition of the 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), takes his own look at the investment trusts sector over the year to date. This edition was recorded on Thursday 23 October 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. *** Section Timestamps: 0:00:24 - Introduction 0:05:05 - Saba Capital 0:11:12 - The sector’s response to Saba Capital 0:16:20 - A short break 0:17:26 - Making the case for investment trusts 0:20:30 - Money Makers’ independent trust profiles 0:20:57 - The impact of global events 0:24:17 - 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, 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. This week, as well as the usual features, the Circle features a profile of Henderson Smaller Companies (HSL). Future profiles include Seraphim Space (SSIT) and Scottish American (SAIN). Our new expanded 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 our more than 300 podcasts since launch. 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

Jonathan Russo talks to Jonathan Davis about the current status of the Republican candidates and what may be motivating some of their policies. Hosted on Acast. See acast.com/privacy for more information.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Barnard, manager of the Smithson Investment Trust (SSON). Section Timestamps: 00:28 - This week's guest 01:06 - Who’s coming on in future weeks 01:23 - Money Makers Circle 02:03 - Review of the week 02:45 - Corporate news 07:57 - Results summary 10:24 - Q&A with Simon Barnard 11:19 - The impact of 2022 on the Smithson Investment Trust 14:08 - Core metrics at the end of 2022 17:12 - Have investors got it wrong? 19:14 - The current environment for growth investing 22:06 - Resilience of companies to recession or entrenched inflation 23:49 - Portfolio changes 28:20 - New acquisitions 31:51 - The impact of the dollar 33:13 - The investment trust and share buy backs 35:45 - The fee structure 36:14 - Plans for 2023 37:13 - Understanding the company 39:36 - The core message to shareholders in the trust 41:21 - Close Trusts mentioned (with tickers): BH Macro (BHMG), Home REIT (HOME), Abdrn Smaller Companies Income Trust (ASCI), Shires Income (SHRS), Aquila Energy Efficiency Trust (AEET), Brunner Investment Trust (BUT), Herald Investment Trust (HRI), Riverstone Credit Opportunities Income (RCOI), City of London Investment Trust (CTY), Diverse Income Trust (DIVI), Brown Advisory (BASC). 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. This week, as well as the regular features, the Circle features a profile of the Baillie Gifford Japan Trust (BGFD). 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 140 podcasts since launch. 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Colette Ord, head of real asset research, and Andrew Rees, property analyst, both at Numis Securities. Section Timestamps: 0:00:28 - This week's guests 0:00:55 - Who's coming on in future weeks 0:01:29 - Review of the week 0:03:45 - Results summary 0:06:07 - Money Makers Circle 0:07:25 - Q&A with Colette Ord 0:08:06 - The year so far in infrastructure and renewable energy 0:09:35 - Gilt yields and spreads 0:14:42 - 3i Infrastructure (3IN) 0:20:54 - AT85 IPO 0:30:15 - Share buy-backs and Cordiant Digital Infrastructure (CORD) 0:35:58 - Divergence between sectors 0:40:29 - Octopus Renewables (ORIT) 0:43:09 - Q&A with Andrew Rees 0:43:28 - Overview of commercial property trusts 0:45:11 - This week's commercial property announcements 0:59:15 - Discounts across the commercial property sector 1:02:55 - The gap between gilts and dividends 1:04:38 - Share price weakness in the property sector this week 1:05:58 - Close Trusts mentioned (with tickers): Scottish American Investment Company (SAIN), BlackRock Throgmorton Trust (THRG), JPMorgan Mid Cap (JMF), Syncona (SYNC), 3i Infrastructure (3IN), AT85, Digital 9 Infrastructure (DGI9), HICL Infrastructure (HICL), Cordiant Digital Infrastructure (CORD), Aquila European Renewables (AERS), Bluefield Solar Income Fund (BSIF), Gresham House Energy Storage (GRID), SDCL Energy Efficiency (SEIT), Octopus Renewables (ORIT), Balanced Commercial Property Trust (BCPT), Custodian Property Income REIT (CREI), LXi REIT (LXI), PRS REIT (PRS), Civitas Social Housing (CSH). 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. This week, as well as the regular features, the Circle features a profile of Urban Logistics REIT (SHED). Jonathan also meets up with Hugh Yarrow, manager of the Evenlode Income Fund, a favourite open-ended fund. 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 140 podcasts since launch. 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Chris Clothier, fund manager at Capital Gearing Trust (CGT). Section Timestamps: 00:29 - Introducing Chris Clothier and upcoming guests 01:31 - Central banks rate changes 03:01 - Investment trust sector performance 03:52 - This week's news and results 04:34 - Money Makers Circle 09:56 - Q&A with Chris Clothier 10:17 - Central banks and rate rises 13:33 - Avoiding a bad recession 16:19 - Will this rally shortly run out of steam? 19:14 - Japanese bonds and equities 24:14 - Investing in China 25:18 - CGT asset allocation and positioning 27:38 - Limits to movements in the current trend 31:36 - Discount movements in investment trusts 34:20 - Commercial property sector 38:31 - Social housing sector 41:07 - Opportunities arising from funds winding down 47:17 - Renewables sector 48:58 - What could prompt a move back to risk assets etc.? 50:07 - Close Trusts mentioned (with tickers): Octopus Renewables Infrastucture Trust (ORIT), Ecofin Renewables Infrastructure (RNEW), Aquila European Renewables (AERS), Riverstone Energy (RSE), Abertforth Smaller Companies Trust (ASL), Henderson Opportunities Trust (HOT), BlackRock Income and Growth (BRIG), Abrdn Private Equity Opportunities (APEO), Chrysalis (CHRY), Castelnau Group (CGL), Doric Nimrod Air One (DNA), NB Global Monthly Income (NBMI), Starwood European Real Estate Finance (SWEF), Scottish Mortgage Investment Trust (SMT), RIT Capital Partners (RCP), Tritax Big Box (BBOX), Supermarket Income REIT (SUPR), LXI REIT (LXI), Civitas Social Housing (CSH), Home REIT (HOME), Triple Point Social Housing (SOHO), Smithson Investment Trust (SSON). 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. This week, as well as the regular features, the Circle features a profile of Polar Capital Technology Trust (PCT). 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 140 podcasts since launch. 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Duncan MacInnes, manager of the Ruffer Investment Company (RICA). Section Timestamps: 00:59 - Highlights of the week 02:31 - Money Makers Circle this week 03:25 - Investment trust news highlights 06:09 - Q&A with Duncan MacInnes 07:00 - Why 2022 was a good year for Ruffer 12:25 - Trading around the impact of UK index-linked gilts during the Truss administration 13:47 - Exposure to energy 18:28 - Ruffer's selling point 24:18 - Lagging indicators and company earnings 28:07 - Navigating choppy waters 31:57 - The dollar and the US 36:40 - Capacity constraints on the investment trust? 41:25 - Difficulties in achieving numbers that beat inflation 42:32 - A strategy to deal with volatility 45:18 - Close Trusts mentioned (with tickers): 3i Group (III), Literacy Capital (BOOK), Oakley Capital Investments (OCI), Tritax Big Box (BBOX), Invesco Asia Trust (IAT), CT Global Managed Portfolio Trust (CMPG/CMPI), Henderson Smaller Companies Trust (HSL), Edinburgh Worldwide (EWI), BH Macro (BHMG), Home REIT (HOME), Finsbury Growth and Income (FGT), Blackstone Loan Financing (BGLF). 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. This week, as well as the regular features, the Circle features features a profile of Foresight Sustainable Forestry (FSF), and Jonathan provides the first of his reviews of the four Money Makers Model Portfolios. 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 140 podcasts since launch. 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Matt Hose, alternative assets analyst at the investment bank Jefferies, and Stuart Widdowson, manager of the Odyssean Investment Trust (OIT). Section Timestamps: 00:13 - Introducing this week's guests 00:51 - Review of the week 02:53 - Money Makers Circle highlights 03:43 - Q&A with Matt Hose 33:53 - Q&A with Stuart Widdowson 54:30 - Close Trusts mentioned (with tickers): BH Macro (BHMG), Smithson Investment Trust (SSON), Civitas Social Housing (CSH), Triple Point Social House (SOHO), Home REIT (HOME), Baker Steel Resources Trust (BSRT), HarbourVest Global Private Equity (HVPE), Pantheon International (PIN), Abrdn Private Equity Opportunities (APEO), NB Private Equity Partners (NBPE), Oakley Capital Investments (OCI), Octopus Renewables Infrastructure Trust (ORIT), Hipgnosis Songs Fund (SONG), Starwood European Real Estate Finance (SWEF), NB Global Monthly Income (NBMI), VPC Speciality Lending (VSL), Chrysalis Investments (CHRY), Schiehallion Fund (MNTN). 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, the Circle features a profile of Oakley Capital Investments (OCI), and Jonathan summarises his notes from the Winterflood Annual Investment Trusts Conference. 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 140 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.

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, former fund manager at Investec and columnist in MoneyWeek, and Andrew Rees, property investment trust analyst at Numis Securities. Section Timestamps: 00:13 - Review of the week 02:28 - Money Makers Circle 02:58 - Q&A with Max King 03:11 - Max's comments on the latest developments 05:57 - Will world markets do better than US markets? 07:31 - Chinese investment trusts 10:42 - Home REIT (HOME) and RIT Capital Partners (RIT) 17:49 - IPO announcement: AT85 Global Mid-market Infrastructure 18:33 - Aurora Investment Trust (ARR) 19:59 - Risks for the year 20:54 - Changes with Max's investments? 22:17 - Commercial property Q&A with Andrew Rees 22:58 - Summarising what happened to the shares of commercial property trusts in 2022 24:00 - What sectors were worst affected by the change in environment and why 24:57 - The scale of the change in share price performance and ratings 25:52 - Comparing discounts to previews periods of significant discount movements 27:49 - What will happen from here? 29:44 - Dividend yields and their sustainability 33:47 - Further valuation pressures on capitalisation rates 37:36 - Trusts with long-term inflation-linked leases 39:35 - Supermarket Income REIT (SUPR) and the Sainsbury's Supermarket portfolio 41:34 - LXI REIT (LXI) and refinancing 44:14 - Social housing sector 49:21 - Specialist healthcare trusts 53:14 - The trusts that Andrew is looking for 55:38 - Close Trusts mentioned (with tickers) Henderson Diversified Income (HDIV), AT85 Global Mid-market Infrastructure Income, Home REIT (HOME), RIT Capital Partners (RCP), Scottish Mortgage Investment Trust (SMT), Aurora Investment Trust (ARR), Rockwood Strategic (RKW), Odyssean Investment Trust (OIT), North Atlantic Smaller Companies, Temple Bar Investment Trust (TMPL), Edinburgh Investment Trust (EDIN), Regional REIT (RGL), Alternative Income REIT (AIRE), Ediston Property Investment Company (EPIC), AEW UK REIT (AEWU), LXI REIT (LXI), Value and indexed Property Income (VIP), Supermarket Income REIT (SUPR), Abrdn Property Income (API), Civitas Social Housing (CSH), Triple Point Social Housing (SOHO), Target Healthcare REIT (THRL), Impact Healthcare REIT (IHR). 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 profile of SDCL Energy Efficiency Income Trust (SEIT) 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 140 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities. Section Timestamps: 00:37 - The markets this week 04:22 - Introducing Ewan Lovett-Turner 04:46 - Looking back at 2022 09:41 - Anything distinctive about last year's winners and losers over previous years? 10:53 - Post-pandemic anomaly 12:55 - The impact of bond yields on alternative assets 16:29 - The alternatives sector moving to a discount 19:04 - Issuance figures 23:05 - Will there be trusts that are now unable to raise expected money? 26:27 - Consolidation in the equity investment trust sector 29:44 - The latest from Home REIT (HOME) 32:48 - Sell-off in RIT Capital Partners (RCP) 37:18 - Discount opportunities 47:01 - Opportunities in alternatives 55:22 - Money Makers Circle 55:50 - Close Trusts mentioned (with tickers) include: Riverstone Energy (REL), Artemis Alpha (ATS), TR Property (TRY), Abrdrn Latin American Income (ALAI), Odyssean Investment Trust (OIT), JPMorgan Emerging Europe, Middle East, and Africa (JEMA), Scottish Mortgage Investment Trust (SMT), Edinburgh Worldwide Investment Trust (EWI), Allianz Technology Trust (ATT), Polar Capital Technology Trust (PCT), Aberforth Smaller Companies Trust (ASL), Chrysalis Investment Trust (CHRY), Schiehallian Fund (MNTN), BH Macro (BHMG), BioPharma Credit (BPCR), Capital Gearing Trust (CGT), Ruffer Investment Company (RICA), Personal Assets Trust (PNL), Home REIT (HOME), LXi REIT (LXI), Supermarket Income REIT (SUPR), International Public Partnerships (INPP), The Renewables Infrastructure Group (TRIG), HICL Infrastructure (HICL), City of London Investment Trust (CTY), Merchants Investment Trust (MRCH), Law Debenture (LWDB), Smithson Investment Trust (SSON), TwentyFour Income Fund (TFIF), TwentyFour Select Monthly Income Fund (SMIF), Schroder Real Estate (SREI), Hipgnosis Songs Fund (SONG), Templeton Emerging Markets (TEM), Schroder Japan Growth (SJG), JPMorgan Indian (JII), RIT Capital Partners (RCP), Monks Investment Trust (MNKS), International Biotech (IBT), Biotech Growth Trust (BIOG), Bellevue Healthcare Trust (BBH), Syncona (SYNC), Henderson Smaller Companies Trust (HSL), BlackRock Smaller Companies (BRSC), Triple Point Social Housing (SOHO), Civitas Social Housing (CSH), Schroder Real Estate (SREI), HG Capital Trust (HGT), Oakley Capital (OCI), Bluefield Solar Income Fund (BSIF), Greencoat UK Wind (UKW). 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 profile of Monks (MNKS). 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 nearly 140 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.