In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trust Newsletter. A bonus podcast is now available where our second guest, Laura Foll, co-manager to a number of Henderson trusts, appears.
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.
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 usual features, the Circle features a profile of J.P.Morgan Indian (JII). Future profiles include MIGO Opportunities (MIGO) and the Bankers Investment Trust (BNKR). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts along with a new list of his favourite funds, and includes all the regular features available in the Circle. The content of that email is also available for subscribers via the website. A subscription costs £8 a month, or a modest £2 a week.
Investment trust praise from Boaz Weinstein
02:57 – Summary of results
04:08 – Corporate news and announcements
05:31 – Money Makers Circle
05:53 – A bonus podcast next week
06:12 – Q&A with Andrew McHattie
08:31 – Proposed merger of UKCM and BBOX
13:47 – Fundraising
16:28 – Battery storage trusts
23:40 – Troubled trusts
32:26 – Pershing Square Holdings (PSH)
37:26 – Brunner Investment Trust (BUT)
41:54 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Brunner Investment Trust (BUT)
- City of London Investment Trust (CTY)
- Scottish American (SAIN)
- Polar Capital Global Financials (PCFT)
- Diverse Income Trust (DIVI)
- Brown Advisory US Smaller Companies (BASC)
- Tritax Big Box (BBOX)
- UK Commercial Property REIT (UKCM)
- J.P.Morgan Global Growth and Income (JGGI)
- Bluefield Solar Income Fund (BSIF)
- Custodian REIT (CREI)
- Invesco Bond Income Plus (BIPS)
- Henderson Diversified Income (HDIV)
- Gresham House Energy Storage (GRID)
- Harmony Energy Income Trust (HEIT)
- Gore Street Energy Storage (GSF)
- Home REIT (HOME)
- Digital 9 Infrastructure (DGI9)
- Hipgnosis Songs Fund (SONG)
- Pershing Square Holdings (PSH)
- AVI Global (AGT)
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 nearly 200 podcasts in the almost four 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.