In this week’s special edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and looks at the possible impact of a likely incoming Labour government in Thursday’s coming election. Joining him to discuss this are three distinguished guests – Ed Balls, journalist and broadcaster, and former MP and minister; Nick Macpherson, Lord Macpherson of Earl’s Court and former permanent secretary to the Treasury; and Sandy Nairn, executive director of Global Opportunities Trust (GOT).
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 Premier Miton Global Renewables (PMGR). Future profiles include Schroder AsiaPacific (SDP) and Target Healthcare REIT (THRL). 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 comrehensive 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.
General Election special
0:01:43 – Review of the week
0:02:54 – Corporate news and announcements
0:04:53 – Summary of results
0:06:14 – Money Makers Circle
0:06:53 – Q&A with Ed Balls, Nick Macpherson, and Sandy Nairn
0:19:18 – The role of the civil service
0:22:16 – Reform of the Treasury
0:27:55 – Market reaction to a falling dept to GDP ratio
0:30:40 – Devolution and planning
0:38:50 – Ruling out tax rises
0:45:47 – Immigration
0:50:36 – Post-election hopes and worries
0:57:00 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Witan Investment Trust (WTAN)
- Alliance Trust (ATST)
- SDCL Energy Efficiency Income Trust (SEIT)
- Triple Point Energy Transition (TENT)
- Harmony Energy Income Trust (HEIT)
- Augmentum Fintech (AUGM)
- Regional REIT (RGL)
- Rockwood Strategic (RKW)
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 almost 220 podcasts in the over 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.