Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Ewan Lovett-Turner, head of investment trust research at Numis Securities.
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Another week of gloomy headlines
00:36 – Review of the week and summary of results
04:55 – On the Money Makers Circle this week
05:29 – Q and A with Ewan Lovett-Turner
07:21 – Client sentiment
09:12 – Discounts in the investment trusts sector
12:37 – Understanding how different trusts are affected
14:02 – The fundraising “desert”
15:42 – Consolidation within the sector
22:06 – What’s going on in the debt sector?
24:12 – Private equity
28:51 – Are buybacks effective for alternative assets?
35:52 – Commercial property
38:08 – Looking ahead
40:54 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- CQS Natural Resources Growth and Income (CYN)
- International Biotech (IBT)
- Fidelity Special Values (FSV)
- BlackRock Smaller Companies (BRSC)
- Princess Private Equity (PEY)
- International Public Partnerships (INPP)
- TwentyFour Income (TFIF)
- Independent Investment Trust (IIT)
- Starwood European Real Estate Finance (SWEF)
- Balanced Commercial Property Trust (BCPT)
About Money Makers
We are an 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 130 podcasts in the more than two 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.