Money Makers
Financial insight from the best investment minds, money makers podcast: 31 dec 2022.
- By Ben Gamblin
- 31st December 2022
Jonathan Davis, editor of the Investment Trusts Handbook , is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Sebastian Lyon, manager of the Personal Assets Trust (PNL) , and CEO of Troy Asset Management. During their discussion, Jonathan and Sebastian remember the former director of Personal Assets Trust, Robin Angus, who sadly died earlier this year, and they talk about the anthology of his quarterly summaries that have been released as a book, A Shared Journey . This book is available for free as a PDF download.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud , Apple , Spotify , Stitcher and others.
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Closing a terrible year for investors
00:24 – Introducing Sebastian Lyon 01:51 – The year in historical context 04:53 – Has the investment game changed? 08:32 – Locking in a loss of wealth 10:23 – Looking at the stock market 14:34 – The problems faced by central banks 17:38 – Could we return to a Goldilocks scenario? 21:27 – Personal Assets Trust (PNL) and other funds 23:50 – Would PNL invest in commodities? 28:58 – Index linked potential 33:51 – Equity exposure 38:18 – Quality stocks 40:24 – Would PNL look at property? 42:24 – The sell-off of the dollar 46:03 – Remembering Robin Angus 53:59 – Close
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Disclosures about the editor’s personal holdings of investment trusts can be found here . Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here .
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As the late Robin Angus, one of the founders of Personal Assets Trust, has written: “a share in an operating company is by itself actually entirely useless”. ... A Shared Journey: Extracts ...
During their discussion, Jonathan and Sebastian remember the former director of Personal Assets Trust, Robin Angus, who sadly died earlier this year, and they talk about the anthology of his quarterly summaries that have been released as a book, A Shared Journey. This book is available for free as a PDF download.
PAT-Quarterlies-Anthology-Book - Read book online for free. Personal Assets Trust Quarterly reports 1994-2021 by Robin Angus (1952-2022)