Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by two guests – Max King, columnist at MoneyWeek and former fund manager at Investec; and Andrew Lister, head of closed-end fund strategies at Abrdn.
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 the Circle features a profile of the Diverse Income Trust (DIVI) and commentary by Jonathan on the week’s developments, as well as a new feature, a table of forthcoming dividend and ex-div dates.
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A poor week for equities
00:45 – Review of the week with Max King
10:44 – This week’s news and fundraising
17:47 – Max King’s portfolio changes
22:25 – Jonathan’s round-up of other news
25:34 – Latest investment trust results
27:33 – Latest Money Makers Circle content
28:22 – Private equity discussion with Andrew Lister
53:23 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- F&C Investment Trust (FCIT)
- Chrysalis Investments (CHRY)
- SDCL Energy Efficiency Income (SEIT)
- Taylor Maritime Investments (TMI)
- Rights and Issues Investment Trust (RIII)
- BBGI Global Infrastructure (BBGI)
- Target Healthcare REIT (THR)
- Oakley Capital (OCI)
- HG Capital (HGT)
- 3i Group (III)
- Intermediate Capital Group (ICP)
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 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.