Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Richard Curling, manager of both the Jupiter Alternative Monthly Income Fund, and the Jupiter Fund of Investment Trusts.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers subscribers an opportunity to receive additional premium content, including interviews, investment trust performance data, market/portfolio reviews and regular extracts from the editor’s notebook.
A subscription costs £8 a month, or a modest £2 a week.
A very dramatic week
00:18 – Review of the week
02:48 – Money Makers Circle
02:58 – Introducing Richard Curling
03:42 – Summary of this week’s news and results
08:12 – Discussion with Richard Curling, including:
14:42 – Investment trust performance
21:29 – Infrastructure sectors
29:02 – Commercial property
32:08 – Specific holdings
46:03 – Outlook
47:52 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Fundsmith Emerging Equities (FEET)
- Sustainable Farmland Trust
- Harmony Energy Income (HEIT)
- Hipgnosis Songs Fund (SONG)
- Taylor Maritime (TMI)
- LXI REIT (LXI)
- Biopharma Credit (BPCR)
- Supermarket REIT (SUPR)
- Digital 9 Infrastructure (DGI9)
- Gore Street Energy (GSF)
- Greencoat UK Wind (UKW)
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) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.