In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Ewan Lovett-Turner, head of research at Deutsche Numis (formerly Numis Securities).
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. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
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Positive signs for the investment trust sector
01:38 – Money Makers Circle
03:13 – Review of the week
04:56 – Corporate news and announcements
10:18 – Summary of results
12:26 – Q&A with Ewan Lovett-Turner
15:44 – The economic and sector outlook
17:18 – Cost disclosure
23:43 – The alternatives sector
29:01 – Consolidation
33:13 – Continuation votes
35:51 – Capital Gearing Trust (CGT)
38:25 – Hedge Funds
40:50 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Baillie Gifford Japan (BGFD)
- BH Macro (BHMG)
- JPMorgan UK Smaller Companies (JMI)
- JPMorgan Mid Cap (JMF)
- European Opportunities Trust (EOT)
- BlackRock Smaller Companies (BRSC)
- Henderson Opportunities Trust (HOT)
- JPMorgan European Discovery (JEDT)
- Picton Property Income (PCTN)
- UK Commercial Property (UKCM)
- Baillie Gifford European Growth (BGEU)
- Syncona (SYNC)
- Hansa Trust (HAN)
- Value and Indexed Property Income (VIP)
- Warehouse REIT (WHR)
- Capital Gearing Trust (CGT)
- Bluefield Solar Income (BSIF)
- Foresight Solar Fund (FSFL)
- Henderson Smaller Companies (HSL)
- Scottish Mortgage (SMT)
- Edinburgh Worldwide (EWI)
- Baillie Gifford US Growth (USA)
- Greencoat UK Wind (UKW)
- Pershing Square Holdings (PSH)
- Third Point Investors (TPOU)
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.