Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Max King, columnist for MoneyWeek, and former fund manager at Investec Asset Management; and also previews a discussion with Ben Rogoff, manager of Polar Capital Technology (PCT) – available in full for subscribers to the Money Makers Circle.
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. In addition to the regular features, this week the Circle features a piece by Edward Chancellor about the cryptocurrency market, and a profile of Pantheon International (PIN). Subscribers can also listen to the full conversation with Ben Rogoff, manager of Polar Capital Technology. Ben spoke about many issues including whether the market environment remains favourable to technology stocks, and some of the larger stocks in the sector.
A fizzling bull market?
00:32 – The Investment Trusts Handbook 2023
01:16 – Q&A with Max King
04:39 – Thoughts on investment trusts in general
06:27 – Discounts and alternative assets
09:05 – Markets and politics
09:53 – Looking at specific trusts
17:15 – Equity investment trusts sector
20:09 – Vietnam, China, and emerging markets
23:12 – Private equity
25:08 – Commercial property
28:43 – What has Max been doing?
31:17 – A summary of the week’s results
34:15 – Money Makers Circle
34:44 – Q&A with Ben Rogoff (extract)
43:52 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Digital 9 Infrastructure Trust (DGI9)
- US Solar Fund (USF)
- Home REIT (HOME)
- Keystone Positive Change (KPC)
- Baillie Gifford UK Growth (BGUK)
- Baillie Gifford European (BGEU)
- JPMorgan Emerging Markets (JMG)
- Mobius Investment Trust (MMIT)
- Fidelity Emerging Markets (FEML)
- Chrysalis (CHRY)
- Schiehallion (MNTN)
- Literacy Capital (BOOK)
- Tritax Big Box (BBOX)
- TR Property (TRY)
- Odyssean Investment Trust (OIT)
- JPMorgan Global Core Real Assets (JARA)
- Life Science REIT (LABS)
About Money Makers
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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) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.