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 Chris Clothier, co-CIO at CG Asset Management, the manager of Capital Gearing Trust (CGT).
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A strong bounce back for equities
0:01:46 – Review of the week
0:03:24 – Money Makers Circle
0:04:13 – Q&A with Andrew McHattie
0:05:18 – Consolidation in the renewables sector
0:12:06 – Battery storage trusts
0:19:59 – Commercial property
0:26:26 – Other trusts at risk
0:33:38 – A more positive message
0:35:49 – Q&A with Chris Clothier
0:36:55 – Any meaning within the August spike
0:39:45 – Conquering inflation
0:44:54 – The position of Capital Gearing Trust
0:53:19 – Commercial property and discounts to NAV
0:56:54 – Private equity
0:59:10 – Reflecting on last year’s legal issue
1:00:40 – Trust performance figures
1:03:14 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Ecofin US Renewables (RNEW)
- Aquila European Renewables (AERS)
- Triple Point Energy Transition (TENT)
- Gore Street Energy Storage (GSF)
- Greham House Energy Storage (GRID)
- Harmony Energy Income Trust (HEIT)
- Dunedin Enterprise Investment Trust (DNE)
- Balanced Commercial Property Trust (BCPT)
- Tritax Eurobox (EBOX)
- LondonMetric Property (LMP)
- Keystone Positive Change (KPC)
- J.P.Morgan Global Core Real Assets (JARA)
- Digital 9 Infrastructure (DGI9)
- PRS REIT (PRSR)
- BH Macro (BHMG)
- Aquila European Renewables (AERS)
- Smithson (SSON)
- RIT Capital Partners (RCP)
- Calendonia Investments (CLDN)
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 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.