Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Chris Clothier, fund manager at Capital Gearing Trust (CGT).
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. This week, as well as the regular features, the Circle features a profile of Polar Capital Technology Trust (PCT). A subscription costs £8 a month, or a modest £2 a week.
Reactions to central banks’ decisions
00:29 – Introducing Chris Clothier and upcoming guests
01:31 – Central banks rate changes
03:01 – Investment trust sector performance
03:52 – This week’s news and results
04:34 – Money Makers Circle
09:56 – Q&A with Chris Clothier
13:33 – Avoiding a bad recession
16:19 – Will this rally shortly run out of steam?
19:14 – Japanese bonds and equities
24:14 – Investing in China
25:18 – CGT asset allocation and positioning
27:38 – Limits to movements in the current trend
31:36 – Discount movements in investment trusts
34:20 – Commercial property sector
38:31 – Social housing sector
41:07 – Opportunities arising from funds winding down
47:17 – Renewables sector
48:58 – What could prompt a move back to risk assets etc.?
50:07 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Octopus Renewables Infrastucture Trust (ORIT)
- Ecofin Renewables Infrastructure (RNEW)
- Aquila European Renewables (AERS)
- Riverstone Energy (RSE)
- Abertforth Smaller Companies Trust (ASL)
- Henderson Opportunities Trust (HOT)
- BlackRock Income and Growth (BRIG)
- Abrdn Private Equity Opportunities (APEO)
- Chrysalis (CHRY)
- Castelnau Group (CGL)
- Doric Nimrod Air One (DNA)
- NB Global Monthly Income (NBMI)
- Starwood European Real Estate Finance (SWEF)
- Scottish Mortgage Investment Trust (SMT)
- RIT Capital Partners (RCP)
- Tritax Big Box (BBOX)
- Supermarket Income REIT (SUPR)
- LXI REIT (LXI)
- Civitas Social Housing (CSH)
- Home REIT (HOME)
- Triple Point Social Housing (SOHO)
- Smithson Investment Trust (SSON)
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) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.