Q&A with Rhys Davies (26 Aug 2023)
Money Makers26 Aug 2023

Q&A with Rhys Davies (26 Aug 2023)

In this bonus edition of the Weekly Investment Trust Podcast, Jonathan Davis, talks to Rhys Davies, manager of the Invesco Bond Income Plus Investment Trust (BIPS). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:45 - The last eighteen months in the bond markets 02:45 - Has the interest rate and bond yield cycle peaked? 04:57 - Explaining a soft landing 07:05 - Portfolio yield and potential total return 09:38 - Assessing high yield bonds 14:07 - Managing a bond portfolio 19:24 - The regional split between the UK and Europe 22:48 - Investing in high yield through an investment trust 25:48 - Discount control policy 27:37 - The investment trust sector as a whole 30:43 - Biggest risks we face 32:42 - Close You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

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Episoder(388)

342: Money Makers Investment Trusts Podcast - Max King (11 Jul 2026)

342: Money Makers Investment Trusts Podcast - Max King (11 Jul 2026)

In this edition of the Money Makers Investment Trusts Podcast, Max King, former fund manager at Investec and writer for Money Week, joins Jonathan Davis, editor of the Investment Trusts Handbook (winn...

11 Jul 26min

341: Money Makers Investment Trusts Podcast - Mark Niznik and Alexander Fitzalan Howard (04 Jul 2026)

341: Money Makers Investment Trusts Podcast - Mark Niznik and Alexander Fitzalan Howard (04 Jul 2026)

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) is joined by t...

4 Jul 52min

340: Money Makers Investment Trusts Podcast - Ailsa Craig (27 Jun 2026)

340: Money Makers Investment Trusts Podcast - Ailsa Craig (27 Jun 2026)

In this edition of the Money Makers Investment Trusts Podcast, Ailsa Craig, co-manager of International Biotechnology Trust (IBT) discusses the biotech sector including its recovering, M&A activity, a...

27 Jun 30min

339: Money Makers Investment Trusts Podcast - Andrew McHattie (20 Jun 2026)

339: Money Makers Investment Trusts Podcast - Andrew McHattie (20 Jun 2026)

In this edition of the Money Makers Investment Trusts Podcast, Andrew McHattie, editor of the Investment Trusts Newsletter, returns for his monthly roundup of developments in the sector, including a l...

20 Jun 47min

338: Money Makers Investment Trusts Podcast - Marcus Phayre-Mudge (17 Jun 2026)

338: Money Makers Investment Trusts Podcast - Marcus Phayre-Mudge (17 Jun 2026)

In this edition of the Money Makers Investment Trusts Podcast, Marcus Phayre-Mudge, manager of TR Property (TRY), discusses the commercial property sub-sector with Jonathan Davis, editor of the Invest...

17 Jun 47min

337: Money Makers Investment Trusts Podcast - David Barron (13 Jun 2026)

337: Money Makers Investment Trusts Podcast - David Barron (13 Jun 2026)

In this edition of the Money Makers Investment Trusts Podcast, David Barron, chairman of BlackRock American Income (BRAI) and Baillie Gifford European (BGEU), discusses the strategy shift at BRAI, the...

13 Jun 33min

336: Money Makers Investment Trusts Podcast - Ben Conway (06 Jun 2026)

336: Money Makers Investment Trusts Podcast - Ben Conway (06 Jun 2026)

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), is joined onc...

6 Jun 47min

335: Money Makers Investment Trusts Podcast - Laurence Hulse (30 May 2026)

335: Money Makers Investment Trusts Podcast - Laurence Hulse (30 May 2026)

Laurence Hulse, manager of the Onward Opportunities Trust (ONWD) joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), for a...

30 Mai 44min

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