327: Money Makers Investment Trusts Podcast - with Stuart Widdowson (11 Apr 2026)

327: Money Makers Investment Trusts Podcast - with Stuart Widdowson (11 Apr 2026)

From Money Makers by Jonathan Davis

April 11, 2026 · 35 min

About this episode

Jonathan Davis reflects on the investment trusts sector's evolution over six years and interviews Stuart Widdowson about current market impacts and Trust strategies.

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025) takes a look back over the past six years and where the investment trusts sector is now, as the podcast moves into its seventh year. Then this week's guest, Stuart Widdowson, manager of the Odyssean Investment Trust (OIT) discusses the impact of the Middle East crisis on global markets, UK equities, and interest rate expectations; the Trust's performance, strategy, and portfolio management; and potential catalysts for the Trust. This edition was recorded on Thursday 09 April (Interview) and Friday 10 April (Jonathan's comment). Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! Section Timestamps: 0:00:37 - Introduction 0:00:55 - Reflecting on six years 0:01:50 - The health of the sector today 0:04:35 - Where are we now? 0:08:51 - A short break 0:09:42 - Stuart Widdowson 0:09:47…

People in this episode

Host: Jonathan Davis

Guest: Stuart Widdowson

Topics covered

Keywords

Mentioned in this episode

Products: Odyssean Investment Trust

Books & works: the Investment Trusts Handbook

Places: UK

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