Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review all the main announcements and market movements in the latest edition of our free weekly investment trust podcast.
You can listen to this week’s podcast in full on the audio player below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
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This week, as well as the regular features, the Circle features a profile of the Martin Currie Global Portfolio and an interview with Georgina Brittain, manager of JP Morgan Smaller Companies and JP Morgan Mid-Cap Investment Trusts.
Inflation still the issue
0:00:19 – Review of the week
0:01:34 – Corporate activity
0:12:06 – Fundraising
0:18:25 – Results
0:33:42 – Money Makers Circle
0:34:22 – Results (UK trusts)
0:40:19 – Results (overseas)
0:43:19 – Results (specialists)
0:48:32 – Results (healthcare and biotech)
0:52:20 – Results (property)
1:00:14 – Mello Event and Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Aberdeen New Thai Investment Trust (ANW) / abrdn China Investment Company (ACIC)
- Third Point Investors (TPOU) / Asset Value Investors (AVI)
- Pantheon Infrastructure (PINT)
- VH Global Sustainable Energy Opportunities Trust (GSEO)
- AVI Global Trust (AGT)
- Scottish Mortgage Investment Trust (SMT)
- Capital Gearing Trust (CGT)
- JZ Capital Partners (JZCP)
- Fidelity Special Values (FSV)
- Schroder Income Growth (SCF)
- Aberdeen Latin American Income (ALAI)
- Schroder Oriental Income Fund (SOI)
- 3i Group Private Equity Trust (III)
- 3i Infrastructure (3IN)
- Biotech Growth Trust (BIOG)
- Syncona (SYNC)
- Civitas Social Housing (CSH)
- Home REIT (HOME)
- Warehouse REIT (WHR)
- Urban Logistics REIT (SHED)
- Regional REIT (RGL)
About Money Makers
We are an independent research and publishing venture committed to providing high-quality investment information and resources. You can sign up below to be notified about the latest podcasts by email as soon as they become available. Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. We are very grateful for your continued support and the enthusiastic response to our over 80 podcasts in the 18 months since launch.
Disclosures about the trusts for which Winterflood Securities act as corporate broker and 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). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.