Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Simon Edelsten, manager at Mid Wynd International (MWY). Jonathan also spoke this week to Richard Staveley, lead manager at Rockwood Strategic (RKW), and the podcast features an extract of their conversation, 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. This week, as well as the regular features, the Circle features Jonathan’s full discussion with Richard Staveley of Rockwood Strategic, a profile of the Lowland Investment Company (LWI), and updates to the Money Makers Model Portfolios. A subscription costs £8 a month, or a modest £2 a week.
Vindication for doubts over the recent rally
0:00:29 – Introducing this week’s guests
0:01:47 – Money Makers Circle
0:02:27 – Next week’s guest
0:02:54 – The markets this week
0:04:12 – Corporate news and announcements
0:09:03 – Q&A with Simon Edelsten
0:13:41 – A new investment world and central bankers’ views
0:17:02 – Japan, US and Europe currency rates, and currency movements
0:22:26 – Big technology stocks and valuations
0:32:49 – Looking at different regions
0:39:24 – The portfolio today compared to eighteen months ago
0:41:56 – Investment themes
0:45:04 – The investment trust itself
0:48:49 – Perceptions on the UK
0:51:06 – Rating optimism for the future
0:51:52 – Q&A with Richard Staveley (extract)
1:04:40 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Greencoat UK Wind (UKW)
- The Renewables Investment Group (TRIG)
- Harmony Energy Income (HEIT)
- NextEnergy Solar Fund (NESF)
- VH Global Sustainable Energy Opportunities (GSEO)
- Abrdn European Logistics Income (ASLI)
- Supermarket Income REIT (SUPR)
- Regional REIT (RGL)
- Polar Capital Financials (PGCF)
- Ruffer Investment Company (RICA)
- European Opportunities Trust (EOT)
- AT85 Global Mid-Market Infrastructure Income
- The Investment Company (INV)
- Rockwood Strategic (RKW)
- Mid Wynd International (MWY)
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.