In the latest edition 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 Andrew McHattie, editor of the Investment Trusts Newsletter.
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 Baillie Gifford European Growth (BGEU). Future profiles include Fidelity Special Values (FSV) and Odyssean Investment Trust (OIT). Subscribers can also see Jonathan’s latest video, this week looking at corporate activity in the investment trusts sector over the first half of 2025, courtesy of research from Deutsche Numis. 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.
287: Andrew McHattie
0:01:18 – Market reaction to Rachel Reeves’ speech
0:03:55 – Developments in the investment trusts sector
0:12:04 – Commercial property – Warehouse REIT (WHR)
0:17:34 – PRS REIT (PRSR)
0:19:24 – Abrdn European Logistics Income (ASLI)
0:22:13 – A short break
0:23:20 – Tender offers – Polar Capital Global Financials (PCFT)
0:25:14 – Saba Capital
0:28:18 – MIGO Opportunities Trust (MIGO)
0:34:25 – Trusts with holdings in large private companies
0:38:51 – Close
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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.