In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG), and Matt Hose, alternative assets analyst at Jeffries. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
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, Google, and others, including now the Money Makers YouTube channel.
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 a profile of Templeton Emerging Markets (TEM). Future profiles coming soon include International Public Partnerships (INPP) and City of London (CTY). A subscription costs £8 a month, or a modest £2 a week.
Global government bond yields reach new highs
0:04:39 – This week’s guest
0:05:09 – Money Makers Circle
0:05:43 – Corporate news and announcements
0:10:13 – Summary of results
0:16:23 – Q&A with Peter Hewitt
0:20:07 – Is the bond market normally right?
0:23:25 – The portfolio and its themes
0:39:49 – The income class
0:40:37 – Consolidation
0:41:49 – Scotland in the Rugby World Cup
0:39:01 – Q&A with Matt Hose
0:43:52 – Private equity sector
0:48:03 – Infrastructure trusts
0:50:09 – Renewables trusts
0:53:16 – Hipgnosis Songs Fund (SONG)
0:57:33 – Looking ahead
1:00:20 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Henderson High Income (HHI)
- Henderson Diversified Income (HDIV)
- Pershing Square Holdings (PSH)
- Rockwood Strategic (RKW)
- Miton UK MicroCap (MINI)
- ICG Longbow (LBOW)
- Edinburgh Investment Trust (EDIN)
- Octopus Renewables Infrastructure Trust (ORIT)
- Aquila European Renewables (AERS)
- Foresight Solar Fund (FSFL)
- Downing Renewables and Infrastructure (DORE)
- Ruffer Investment Company (RICA)
- Pacific Horizon (PHI)
- Caledonian (CLDN)
- ICG Enterprise (ICGT)
- North American Income Trust (NAIT)
- Baillie Gifford China Growth (BGCG)
- Pantheon International (PIN)
- Oakley Capital Investments (OCI)
- HgCapital Trust (HGT)
- NB Private Equity (NBPE)
- Apax Global Alpha (APAX)
- Polar Capital Technology (PCT)
- Allianz Technology Trust (ATT)
- Supermarket Income REIT (SUPR)
- Assura (AGR)
- Civitas Social Housing (CSH)
- Urban Logistics REIT (SHED)
- Mid Wynd International (MWY)
- Greencoat UK Wind (UKW)
- 3i Group (III)
- Literacy Capital (BOOK)
- BBGI Global Infrastructure (BBGI)
- International Public Partnerships (INPP)
- HICL Infrastructure (HICL)
- The Renewables Infrastructure Group (TRIG)
- Hipgnosis Songs Fund (SONG)
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 nearly 180 podcasts in the more than three 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.