Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by two guests – Ian Lance, manager of the Temple Bar Investment Trust; and Emma Bird, commercial property analyst at Winterflood Securities – in the latest edition of the Money Makers 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. 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 equivalent to just £2 per week, 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 this week, Jonathan has provided some commentary on the reaction to the announcement from Jay Powell of the Federal Reserve on its stance regarding interest rates.
A quiet week with a sting in the tail
00:39 – Review of the week
04:08 – Q and A with Ian Lance of Temple Bar
21:54 – Latest Money Makers Circle content
22:36 – Corporate developments and announcements
25:30 – Latest investment trust results
39:02 – Commercial property sector with Emma Bird
56:39 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Scottish Investment Trust (SCIN)
- TwentyFour Income Fund (TFIF)
- Rockwood Strategic (RKW)
- Digital9 Infrastructure (DGI9)
- Pershing Square Holdings (PSH)
- JPMorgan American Investment Trust (JAM)
- JPMorgan US Smaller Companies (JUSC)
- BlackRock World Mining (BRWM)
- CT Private Equity Trust (CTPE)
- Chrysalis Investments (CHRY)
- Bluefield Solar Income Fund (BSIF)
- Next Energy Solar Fund (NESF)
- Axiom European Financial Debt Fund (AXI)
- AEW UK REIT (AEWU)
- Abrdn Property Income Trust (API)
- Balanced Commercial Property Trust (BCPT)
- CT Property Trust (CTPT)
- UK Commercial Property REIT (UKCM)
- LXI REIT (LXI)
- Tritax Big Box (BBOX)
- Target Healthcare REIT (THRL)
- Impact Healthcare REIT (IHR)
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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.