Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the main announcements and market movements in the latest edition of our free weekly investment trust podcast. Topics covered this week include: market performance year to date and the latest IPO and placing news.

Trusts mentioned this week (with tickers) include: BH Global (BHGG) / BH Macro (BHMG), BlackRock North American Income (BRNA), Genesis Emerging Markets (GSS), Bluefield Solar (BSIF), Gresham House Energy Storage (GRID), International Public Partnerships (INPP), Liontrust ESG Trust (ESGT), LXI REIT (LXI), Urban Logistics REIT (SHED), Henderson Opportunities Trust (HOT), Marwyn Value Investors (MVI), CC Japan Income and Growth (CCJI), JPMorgan Russian Securities (JRS), Chrysalis Investments (CHRY), Polar Capital Global Financials (PCFT), Standard Life Private Equity (SLPE), Civitas Social Housing (CSH).

The Money Makers circle, now up and running, is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor’s notebook. This week, Jonathan talks to Hamish Baillie, manager of the Ruffer Investment Company. For more information about this new offering, please follow this link. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 60 podcasts since launch.

Section timestamps:

00:28 – First six months of 2021
03:19 – Corporate activity
16:52 – Fundraising
33:10 – Results
38:24 – Results (overseas)
41:56 – Results (specialists and property)
52:21 – Money Makers Circle
52:41 – Close

These podcasts are part of a series of regular interviews with leading figures in the investment world, brought to you by the Money Makers team. We are an independent research and publishing venture committed to providing high quality investment information and resources. You can sign up here to be notified about the latest podcasts in the weekly series.  Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. Disclosures about the trusts for which Winterflood Securities act as corporate broker and 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). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.

Money Makers podcasts are free to air. To ensure you are kept up to date with all the latest interviews, simply sign up to the free Money Makers email and subscribe on iTunes or other podcast services. Or why not consider joining the Money Makers circle for more commentary, portfolio reviews and interviews?  More information here.

Jonathan Davis started  his career as a financial journalist on The Times, Sunday Telegraph and The Independent before qualifying as a professional investor. He is a Member of The Chartered Institute for Securities and Investment and the author of several books on stock market investment, as well as editor of the annual Investment Trusts Handbook and a senior adviser at Saunderson House.

Simon Elliott has covered the investment trust sector since 2002 when he joined Winterflood Securities. Since 2008 he has headed the research team, which has been highly rated in subsequent Extel Surveys. Simon started his career with PWC, qualifying as a chartered accountant in 1998, before working in industry for three years. He completed a MBA with the Cranfield School of Management in 2002.

Ben Gamblin is the producer of the weekly Money Makers investment trust podcast and has many years of experience in radio and podcast production. This is a link to his professional website.