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 Peter Hewitt, the former manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).
This discussion was recorded on Friday 19 September 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
0:01:33 - The investment trust sector this year
0:06:37 - Tackling discounts
0:12:56 - The trend of a shrinking sector
0:16:44 - Reacting to underperformance
0:22:02 - The income component and yield
0:27:24 - A short break
0:28:31 - The performance of renewables
0:33:42 - Peter’s portfolio
0:39:18 - Europe and Asia
0:43:01 - A quick word on rugby!
0:44:12 - Close
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