Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Ewan Lovett-Turner, head of investment trust research at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. Jonathan is also joined by Ben Rogoff, manager of the Polar Capital Technology Trust.
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.
As well as the regular features this week, the Circle features a profile of the Ruffer Investment Company (RICA) and Jonathan’s notes on current market opportunities.
Markets remain calm amid dire Bank of England warnings
00:52 – Taking a break
01:12 – The week in the markets
02:29 – Money Makers Circle
03:44 – Ewan Lovett-Turner
10:49 – Corporate accouncements
25:25 – Renewable Infrastructure / Commercial Property
25:40 – Other results
37:41 – Emerging markets sector
39:56 – Debt sector
46:13 – Ben Rogoff
1:14:10 – Additional results roundup
1:20:50 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- RIT Capital Partners (RCP)
- Pantheon International (PIN)
- Smithson Investment Trust (SSON)
- Henderson Smaller Companies Trust (HSL)
- Fidelity European Trust (FEV)
- JPMorgan Claverhouse (JCH)
- NB Global Monthly Income (NBMI)
- Rights and Issues Investment Trust (RIII)
- Castelnau Group (CGL)
- Fidelity Japan Trust (FJV)
- Invesco Asia Trust (IAT)
- Vietnam Enterprise Investments (VEIL)
- Mobius Investment Trust (MMIT)
- Fundsmith Emerging Equities Trust (FEET)
- Impax Environmental Markets (IEM)
- BlackRock Energy and Resources Income Trust (BERI)
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.