In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Matt Hose, alternative assets analyst at Jeffries, and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).
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, Google, and others, including now the Money Makers YouTube channel. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
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 usual features, the Circle features a profile of Gore Street Energy Storage (GSF). Future profiles include Schroder UK Mid Cap (SCP) and J.P.Morgan Indian (JII). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts and all the regular features available in the Circle. The content of that email is also available for subscribers via the website. A subscription costs £8 a month, or a modest £2 a week.
Interest rate hold disappointment
04:02 – This week’s guests
04:47 – Money Makers Circle
06:21 – Corporate news and announcements
08:05 – Q&A with Matt Hose
10:57 – Cost disclosure
11:46 – General infrastructure sector
18:28 – Renewable infrastructure sector
24:04 – Battery storage
26:32 – Listed private equity
30:46 – Growth capital
32:09 – Shipping
33:18 – Hipgnosis Songs Fund (SONG)
35:42 – Summing up
36:16 – Q&A with Peter Hewitt
40:38 – Ratings difference between equities and alternatives
42:13 – Commercial property vs infrastructure and renewables
43:46 – Concerns about dividend cuts
49:29 – Income portfolio yield
52:35 – Hipgnosis Songs Fund (SONG)
55:35 – Scotland in the Rugby
57:50 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Gore Street Energy Storage (GSF)
- Harmony Energy Income Trust (HEIT)
- Gresham House Energy Storage (GRID)
- Vietnam Enterprise (VEIL)
- J.P.Morgan American (JAM)
- Baillie Gifford China Growth (BGCG)
- HarbourVest Global Private Equity (HVPE)
- Digital 9 Infrastructure (DGI9)
- HICL Infrastructure (HICL)
- International Public Partnerships (INPP)
- Sequoia Economic Infrastructure (SEQI)
- BBGI Global Infrastructure (BBGI)
- 3i Infrastructure (3IN)
- Pantheon Infrastructure (PINT)
- Cordiant Digital Infrastructure (CORD)
- Greencoat UK Wind (UKW)
- Foresight Solar Fund (FSFL)
- Aquila European Renewables (AERS)
- NextEnergy Solar Fund (NESF)
- JLEN Environmental Assets (JLEN)
- Bluefield Solar Fund (BSIF)
- Pantheon International (PIN)
- Chrysalis (CHRY)
- Schiehallion (MNTN)
- RTW Biotech Opportunities (RTW)
- Syncona (SYNC)
- Taylor Maritime (TMI)
- Tufton Oceanic (SHIP)
- Hipgnosis Songs Fund (SONG)
- Impact Healthcare REIT (IHR)
- HgCapital (HGT)
- Oakley Capital Investments (OCI)
- ICG Enterprise (ICGT)
- Apax Global Alpha (APAX)
- NB Private Equity (NBPE)
- Henderson Smaller Companies (HSL)
- Mercantile (MRC)
- Aberforth Smaller Companies (ASL)
- Fidelity Special Values (FSV)
- Law Debenture (LWDB)
- Lowland Investment (LWI)
- Aurora Investment Trust (ARR)
About Money Makers
We are an editorially 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 190 podcasts in the more than 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.