In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Alastair Laing, CEO of CG Asset Management.
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A turning point for the sector?
00:29 – Review of the week
03:38 – This week’s guest
05:57 – Money Makers Circle
06:33 – Coming next week
07:02 – News and announcements
11:18 – Summary of results
14:40 – Q&A with Alastair Laing
17:50 – Index linked performance
23:39 – The equity market
30:52 – Rising bond yields and the extent of derating
38:04 – Commercial property
41:05 – Consolidation in the alternatives sector
42:49 – Opportunities to bring in a discount
52:02 – Summarising CGT’s position
54:14 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Scottish Mortgage (SMT)
- Seraphim Space (SSIT)
- LXi REIT (LXI)
- Supermarket Income REIT (SUPR)
- Capital Gearing Trust (CGT)
- ThomasLloyd Energy Impact (TLEI)
- US Solar Fund (USF)
- RM Infrastructure Income (RMII)
- Hipgnosis Songs Fund (SONG)
- Artemis Alpha (ATS)
- Miton UK Microcap (MINI)
- Jupiter Green (JGC)
- Polar Capital Global Financials (PCFT)
- Digital 9 Infrastructure (DGI9)
- CT Property Trust (CTPT)
- Ediston Property Investment Company (EPIC)
- Civitas Social Housing (CSH)
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.