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 and Charlie Morris, CEO of ByteTree Research.
Next week’s podcast is likely to be shorter than normal while Jonathan is away, but you can still look forward to a discussion with HgCapital Trust (HGT) and the normal format will return on the following Saturday.
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 RTW Biotech Opportunities (RTW). Future profiles include CT Private Equity (CTPE) and Scottish Mortgage (SMT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month, or £120 for one year with a two week free trial.
Surprise election announcement prompts muted reaction
0:01:04 – This week’s guests
0:03:21 – Summary of results
0:03:39 – Money Makers Circle
0:04:06 – Corporate news and announcements
0:06:47 – Q&A with Andrew McHattie
0:09:50 – Performance of investment trusts this year
0:13:08 – Scottish Mortgage Trust (SMT)
0:17:49 – Asia Dragon
0:23:13 – HICL Infrastructure (HICL)
0:26:04 – Battery storage trusts
0:30:04 – Chrysalis (CHRY)
0:32:52 – Capital Gearing Trust (CGT)
0:35:57 – Looking ahead
0:38:05 – Q&A with Charlie Morris
0:41:15 – Thoughts on the investment trusts sector
0:43:16 – Commodities
0:47:02 – Outcomes from the year of elections
0:51:58 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Rockwood Strategic (RKW)
- Odyssean Investment Trust (OIT)
- Montenaro UK Smaller Companies (MTU)
- Scottish Mortgage Trust (SMT)
- Capital Gearing Trust (CGT)
- STS Global Income and Growth (STS)
- HICL Infrastructure (HICL)
- Caledonia Investments (CLDN)
- Shires Income (SHRS)
- Abrdn European Logistics Income (ASLI)
- GCP Asset Backed Income (GABI)
- US Solar Fund (USF)
- Asia Dragon (DGN)
- Ashoka WhiteOak Emerging Markets (AWEM)
- Seraphim Space (SSIT)
- Baker Steel Resources Trust (BSRT)
- Gore Street Energy Storage (GSF)
- Gresham House Energy Storage (GRID)
- Chrysalis (CHRY)
- RIT Capital Partners (RCP)
- Pantheon International (PIN)
- BlackRock World Mining (BRWM)
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 more than 210 podcasts in the 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.