In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Matt Hose, alternatives analyst at Jefferies.
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Concerns remain over a potential US debt default
00:29 – Coming up
02:11 – The markets this week
09:45 – Money Makers Circle
10:28 – Annual results
11:59 – Interim results
15:46 – Q&A with Matt Hose
23:36 – Private equity
24:32 – HG Capital Trust (HGT)
26:29 – Growth capital sector
27:34 – Renewable energy sector
33:22 – Debt sector
35:12 – Looking ahead
36:41 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Abrdn European Logistics Income (ASLI)
- Abrdn Japan (AJIT)
- Nippon Active Value Fund (NAVF)
- International Biotechnology Trust (IBT)
- North American Smaller Companies (NAS)
- JPMorgan Multi-Asset Growth & Income (MATE)
- Finsbury Growth and Income (FGT)
- Lowland Investment Company (LWI)
- Abrdn Equity Income (AEI)
- Scottish Oriental Smaller Companies (SST)
- Tritax EuroBox (EBOX)
- Scottish Mortgage Trust (SMT)
- HG Capital Trust (HGT)
- Abrdn Private Equity Opportunities (APEO)
- HarbourVest Global Private Equity (HVPE)
- Pantheon International (PIN)
- 3i Group (III)
- Oakley Capital Investments (OCI)
- Schiehallion (MNTN)
- Chrysalis (CHRY)
- Gresham House Energy Storage (GRID)
- NextEnergy Solar Fund (NESF)
- Foresight Solar Fund (FSFL)
- Starwood European (SWEF)
- NB Monthly Income Fund (NBMI)
- VPC Specialty Lending (VSL)
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.