Show Notes
In this edition of the Money Makers Investment Trusts Podcast, fund manager and author Sandy Nairn, lead manager at Global Opportunities Trust (GOT), joins Jonathan Davis, (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) with a discussion focusing on artificial intelligence including the current stage of AI's development, historic parallels, and the impact on financial markets.
This discussion was recorded on Wed 19 August 2026.
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!
*** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358
The Investment Trusts Handbook 2026 is the ninth 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. It is available through bookshops and extensively online. The next edition of the Handbook, an independent educational publication, is now in preparation. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. ***
Section Timestamps: 0:00:37 - Introduction 0:01:41 - AI and the markets 0:09:38 - Agentic AI and genuine artificial intelligence 0:14:42 - A rapid growth story 0:20:35 - A short break 0:21:20 - The anticipated IPOs 0:24:33 - Global Opportunities Trust (GOT) 0:28:42 - Bringing in the discount 0:31:45 - AI and the trust’s holdings 0:35:03 - Debunking Bessembinder 0:41:08 - Close
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