In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to James Carthew, former fund manager and current director of QuotedData, and Colette Ord, infrastructure and renewables analyst at Numis Securities.
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.
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Base rate rise prompts fixed income weakness
00:29 – Review of the week
04:12 – This week’s guests
04:32 – Money Makers Circle
04:59 – Corporate news
07:10 – Selected results
13:05 – Q&A with James Carthew
18:13 – Monks Investment Trust (MNKS)
21:03 – Abrdn Diversified Income and Growth (ADIG)
26:18 – Rockwood Strategic (RKW)
28:58 – Civitas Social Housing (CSH)
31:49 – Cordiant Digital Infrastructure (CORD)
35:05 – Investing in AI through investment trusts
37:54 – Q&A with Colette Ord
41:05 – Trust in the NAVs
43:27 – Using the wrong comparisons
46:05 – Trusts with minimal leverage while trading at significant discounts
48:31 – The impact of asset location
49:42 – Predatorial behaviours
52:59 – Lingering impacts of the windfall tax
55:33 – Liquidity issues and smaller trusts
59:24 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Abrdn Diversified Income and Growth (ADIG)
- Civitas Social Housing (CSH)
- Princess Private Equity (PEY)
- Global Smaller Companies Trust (GSCT)
- Montanaro UK Smaller Companies (MTU)
- Montanaro European Smaller Companies (MTE)
- AEW UK REIT (AEWU)
- Urban Logistics (SHED)
- Triple Point Energy Transition (TENT)
- JPMorgan Emerging Europe Middle East and Africa (JEMA)
- Bankers Trust (BNKR)
- Henderson Opportunities (HOT)
- BlackRock Income and Growth (BRIG)
- River and Mercantile UK Micro Cap (RMMC)
- CC Japan Income and Growth (CCJI)
- HICL Infrastructure (HICL)
- Greencoat UK Wind (UKW)
- International Public Partnerships (INPP)
- Monks Investment Trust (MNKS)
- Scottish Mortgage Trust (SMT)
- SAINTS (SAIN)
- Abrdn Diversified Income and Growth (ADIG)
- Ediston Property (EPIC)
- JPMorgan Multi-Asset Growth and Income (MATE)
- Rockwood Strategic (RKW)
- Civitas Social Housing (CSH)
- Cordiant Digital Infrastructure (CORD)
- Digital 9 Infrastructure (DGI9)
- Manchester and London (MNL)
- Polar Capital Technology Trust (PCT)
- Allianz Technology Trust (ATT)
- Chrysalis (CHRY)
- Schroder Capital Global Innovation (INOV)
- VH Global Sustainable Energy Opportunities (GSEO)
- NextEnergy Solar Fund (NESF)
- 3i Infrastructure (3IN)
- HICL Infrastructure (HICL)
- Aquila European Renewables (AERS)
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