In the latest editions of the podcast released this week, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award is joined by Marcus Phayre-Mudge, manager of TR Property (TRY).
Following this edition, the podcast is taking a break while Jonathan is away on holiday. Stay subscribed however as it will return in a week or two!
You can listen to this podcast in full on the audio player below. Alternatively, you can subscribe via our YouTube channel and most podcast platforms, including Apple Podcasts, Spotify, Amazon Music and Soundcloud. You can also find us listed on The AIC’s Podcast Directory. We are grateful to J.P. Morgan Asset Management, whose no-strings support enables us to keep the podcast free and our editorial integrity intact.
If you enjoy the Investment Trusts Podcast, you may also find value in joining The Money Makers Circle. This membership scheme 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 VietNam Holding (VNH). Future profiles include Fidelity Emerging Markets (FEML) and HICL Infrastructure (HICL). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news, plus the week’s biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. A subscription costs £12 a month, or £120 for one year with a two week free trial.
284: Marcus Phayre-Mudge
0:00:39 – Signs of green shoots
0:06:21 – Economic growth, interest rates, and commercial property valuations
0:12:16 – Activity and deals in the investment trusts sector
0:19:06 – A place for smaller trusts
0:24:34 – A short break
0:25:41 – Healthcare commercial property
0:28:40 – Other specialist property sectors
0:32:47 – Cost disclosure and discounts
0:37:57 – TR Property (TRY)
0:44:26 – Why invest in TRY over other REITs
0:47:00 – Close
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 more than 280 podcasts in the over five years since launch.
Disclosures about the editor’s holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.