281: Money Makers Investment Trusts Podcast - with Chris Clothier (07 June 2025)
In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Chris Clothier, co-chief investment officer at CG Asset Management, the management company responsible for Capital Gearing Trust (CGT).
This discussion was recorded on Thursday 05 June 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.
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Section Timestamps:
0:00:24 - Introduction
0:00:41 - The Trump 2.0 approach to policy management
0:05:06 - The erosion of trust in US stability
0:08:18 - The 3-3-3 Plan and inflation
0:10:05 - The problem of global debt build-up
0:13:56 - Reducing exposure to the US
0:18:02 - Brief thoughts on gold
0:19:43 - A short break
0:20:49 - Investment trust performance
0:23:19 - The investment trusts sector, discounts, and the reaction to threats
0:25:37 - The competitive threat to investment trusts
0:26:50 - Activism
0:30:46 - The trust’s potential for returns
0:36:35 - Close
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Produced by Ben Gamblin - www.bgprofessional.co.uk
Ireland