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 John Newlands, the investment trust historian, and Ewan Lovett-Turner, head of investment trust research at Deutsche Numis.
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 Schroder AsiaPacific (SDP). Future profiles include Target Healthcare REIT (THRL) and Fidelity China Special Situations (FCSS). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. Jonathan has also recorded a video review looking back at the markets over the first half of the year. The content of that email is also available for subscribers via the website. A subscription costs £12 a month, or £120 for one year with a two week free trial.
A muted reaction to an as expected election result
0:03:12 – This week’s guests
0:05:34 – Corporate news and announcements
0:06:58 – Money Makers Circle
0:07:44 – Q&A with John Newlands and Ewan Lovett-Turner
0:13:17 – Private equity sector and discounts
0:24:24 – Changing interest rate expectations
0:27:00 – Sector consolidation
0:30:49 – Trusts at risk
0:33:54 – Renewables and infrastructure
0:36:36 – Commercial property
0:37:48 – Scandals and governance
0:42:51 – Opportunities and headwinds
0:45:45 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Castelnau Group (CGL)
- Seraphim Space Investment Trust (SSIT)
- Syncona (SYNC)
- Greencoat UK Wind (UKW)
- Bluefield Solar Income Fund (BSIF)
- Regional REIT (RGL)
- Aurora Investment Trust (ARR)
- Artemis Alpha Trust (ATS)
- Monks Investment Trust (MNKS)
- Oryx International Growth (OIG)
- AEW UK REIT (AEWU)
- HgCapital Trust (HGT)
- HarbourVest Global Private Equity (HVPE)
- Pantheon International (PIN)
- Oakley Capital Investments (OCI)
- Literacy Capital (BOOK)
- Witan Trust (WTAN)
- Alliance Trust (ATST)
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 almost 220 podcasts in the over four 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.