361: Charlie Morris - Money Makers Investment Trusts Podcast (07 Nov 2026)

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 Charlie Morris of ByteTree Research. Their discussion, recorded before the results of the US midterm elections were known, includes: the unwinding of extreme market concentration; the then-upcoming US midterm elections, oil prices and bond yields; and portfolio positioning across defensive trusts, real estate and alternative assets.

This conversation was recorded on Tuesday 03 November, before the results of the US midterm elections were known.

*** 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.

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Timestamps

0:00:36 - Reflecting on this week's developments

0:03:40 - This week's guest

0:04:34 - The Investment Trusts Handbook 2027

0:06:48 - Charlie Morris