Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust.
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, Stitcher and others.
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. In addition to the regular features, this week the Circle features a profile of the JPMorgan Global Core Real Assets Trust (JARA).
Shying away from a Santa rally?
00:39 – The Investment Trusts Handbook
02:23 – Capital Gearing Trust
04:36 – The thinking behind CGT’s defensive stance
07:53 – Any significant changes at CGT?
10:48 – What would it take to start thinking about increasing equity and risk asset exposure?
14:04 – Could the US avoid a recession?
16:18 – Inflation cannot be won in one battle
18:32 – Danger of a wage-price spiral in the US?
20:05 – Opportunities from wide discounts in the investment trusts sector
21:56 – The rise of alternative assets
24:02 – Commercial property
30:24 – Music royalties
31:55 – Renewable energy trusts
35:13 – Equity markets, investment style, and small vs large cap
45:26 – Emerging markets, and the role of single country or specialist regional trusts in a portfolio
47:34 – The role of Japan in the portfolio
50:22 – Money Makers Circle
50:56 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Civitas Social Housing (CSH)
- Home REIT (HOME)
- LXI REIT (LXI)
- Value and Indexed Property (VIP)
- Hipgnosis Songs Fund (SONG)
- Schroder UK Mid Cap Investment Trust (SCP)
- Finsbury Growth and Income (FGT)
- Monks (MNKS)
- Securities Trust of Scotland (STS)
- Templeton Emerging Markets (TEM)
- Barings Emerging EMEA Opportunities (BEE)
- BlackRock Frontiers Investment Trust (BRFI)
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.