In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Richard Stone, chief executive of The Association of Investment Companies (The AIC).
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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Looking back at 2023
06:22 – This week’s guest
08:03 – Corporate news, announcements, and results
08:49 – Money Makers Circle
09:14 – Q&A with Richard Stone
11:05 – Key member concerns
14:11 – Cost disclosure
25:47 – Consumer duty
31:59 – Quilter Cheviot shareholder engagement report
34:17 – Corporate governance
39:41 – Liquidity in investment trust shares
41:15 – ESG factors and disclosures
43:27 – Challenges and risks looking ahead
46:54 – Looking ahead and a Happy New Year
47:49 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- ThomasLloyd Energy Impact (TLEI)
- Home REIT (HOME)
- Digital 9 Infrastructure (DGI9)
- Chenavari Toro Income Fund (TORO)
- Geiger Counter (GCL)
- Biopharma Credit (BPCR)
- Downing Strategic Micro-Cap (DSM)
- HgCapital (HGT)
- Scottish Mortgage (SMT)
About Money Makers
We are an editorially 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 over 190 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.