In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Nick Greenwood, manager of the Migo Opportunities Trust (MIGO), and Emma Bird, head of research at Winterflood Securities. Listeners can also hear an extract of Jonathan’s conversation with Sandy Nairn of the Global Opportunities Trust (GOT), a discussion available in full for subscribers to the Money Makers Circle (after Tuesday 28 March).
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 Harmony Energy Income Trust (HEIT). Next week, subscribers will be able to hear the full conversation with Sandy Nairn (available after Tuesday 28 March), and the Circle will feature a profile of JPMorgan Emerging Markets (JMG). A subscription costs £8 a month, or a modest £2 a week.
Markets continue to wrestle with banking fallout
0:28 – Review of the week
01:23 – This week’s guests
02:38 – News and performance
06:32 – Money Makers Circle
07:06 – Summary of results
12:36 – Q&A with Nick Greenwood
14:31 – Reasons for widening discounts
19:00 – The developments at Scottish Mortgage
22:47 – The portfolio
24:32 – China
25:57 – Commodities
28:00 – Japanese positions
29:48 – Q&A with Emma Bird
30:54 – Scottish Mortgage Trust (SMT)
37:03 – The property sector
37:29 – CT Property Trust (CTPT)
40:31 – Dividend sustainability
44:11 – Ediston Property Investment Trust (EPIC)
46:01 – PRS REIT (PRSR)
50:19 – Q&A with Sandy Nairn (Extract)
54:53 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Scottish Mortgage Trust (SMT)
- Allianz Technology Trust (ATT)
- Fidelity European Trust (FEV)
- Temple Bar (TMPL)
- JPMorgan US Smaller Companies Trust (JUSC)
- Princess Private Equity (PEY)
- Baillie Gifford Shin Nippon (BGS)
- BioPharma Credit (BPCR)
- Crystal Amber (CRS)
- Henderson EuroTrust (HNE)
- Vietnam Holding (VNH)
- VinaCapital Vietnam Opportunity Fund (VOF)
- CT Property Trust (CTPT)
- PRS REIT (PRS)
- Aquila European Renewables (AERI)
- Herald Investment Trust (HRI)
- Rights and Issues (RIII)
- Macau Property Opportunities (MPO)
- Nippon Active Value Fund (NAVF)
- AVI Japan Opportunities Trust (AJOT)
- Ediston Property Investment Trust (EPIC)
- Ground Rents Income Fund (GRIO)
- Downing Renewables and Infrastructure Trust (DORE)
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 150 podcasts in the nearly three 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.