Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Colette Ord, the renewable energy and infrastructure analyst at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. In addition to our regular review of the week’s main announcements and market movements, Colette shares her expert insights into the latest developments in the popular and strong performance renewable energy sector.
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. Look out for further news about the next season of weekly podcasts shortly. Even though Simon Elliott is moving on to a new job and will no longer be able to co-host the podcast, the show goes on.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor’s notebook.
As well as the regular features on the Circle this week, there will shortly be a new in-depth profile of the Ruffer Investment Company (RICA).
Equity markets rally
00:23 – Plans for the podcast
01:14 – Money Makers Circle
02:24 – The markets this week
06:16 – Corporate news
14:39 – Renewable energy and infrastructre with Colette Ord
38:03 – Results roundup
50:50 – Other results on the website
51:06 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Home REIT (HOME)
- Personal Assets Trust (PNL)
- JPMorgan Russian Securities (JRS)
- Brunner Investment Trust (BUT)
- Allianz Technology Trust (ATT)
- Greencoat UK Wind (UKW)
- The Renewables Infrastructure Group (TRIG)
- Ecofin US Renewables Infrastructure Trust (RNEW)
- Gore Street Energy Storage Fund (GSF)
- Octopus Renewables Infrastructure (ORIT)
- F&C Investment Trust (FCIT)
- Alliance Trust (ATST)
- Scottish American Investment Trust (SAIT)
- MIGO Opportunities (MIGO)
- Aberforth Smaller Companies Trust (ASL)
- Law Debenture (LWDB)
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 120 podcasts in the more than two years since launch.
Disclosures about 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.