Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Nick Greenwood, manager of MIGO Opportunities, in the latest edition of the Money Makers Weekly Investment Trust podcast. They discuss some of the week’s main announcements and market movements with Nick giving his thoughts on various market sectors.
You can listen to this week’s podcast in full on the audio player below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others. Look out for further news about the next season of weekly podcasts shortly. Even though Simon Elliott is moving on to a new job and will no longer be able to co-host the podcast, the show goes on.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor’s notebook.
This week, as well as the regular features, the Circle features an in-depth profile of Value and Indexed Property (VIP), and Jonathan adds his thoughts on the outlook for the UK Equity Income sector in the current climate.
A less gloomy sentiment
01:01 – Review of the week
10:11 – Nick’s thoughts: Aircraft leasing
13:33 – Corporate news
16:26 – Fundraising
17:21 – Results
20:24 – Nick’s thoughts: Technology
26:51 – Nick’s thoughts: Smaller companies and micro cap
30:54 – Money Makers Circle
31:39 – Nick’s thoughts: Private equity trusts
38:03 – Nick’s thoughts: Specialist trusts
45:25 – Nick’s thoughts: Shipping
47:49 – Nick’s thoughts: Debt trusts
51:08 – New positions for MIGO
55:25 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Doric Nimrod Air One (DNA)
- Amedeo Air Four Plus (AA4)
- Ecofin US Renewables Infrastructure Trust (RNEW)
- LXI REIT (LXI)
- HICL Infrastructure (HICL)
- Polar Capital Technology (PCT)
- Herald Investment Trust (HRI)
- BlackRock Throgmorton (THRG)
- Miton UK Micro Cap (MINI)
- NB Private Equity Partners (NBPE)
- HarbourVest Global Private Equity (HVPE)
- Oakley Capital Investments (OCI)
- Baker Steel Resources Trust (BSRT)
- Tufton Oceanic Assets (SHIP)
- GCP Asset Backed Income (GABI)
- Biopharma Credit (BPCR)
- NB Global Monthly Income Fund (NBMI)
About Money Makers
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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). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.