Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review all the main announcements and market movements in the latest edition of our free weekly investment trust podcast.
You can listen to this week’s podcast in full on the audio player below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
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This week, as well as the regular features, the Circle features a profile of Polar Capital Global Financials as well as a Q&A discussion with Nick Greenwood, manager of the MIGO Opportunities Trust
Markets rally after a tough start to the year
00:18 – Review of the week
04:11 – Corporate activity
14:07 – Fundraising
19:56 – Results
27:30 – Results (overseas)
29:07 – Money Makers Circle
29:40 – Results (specialist)
38:54 – Results (property)
46:24 – Prospects for the year
48:29 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Aquila Energy Efficiency Trust (AEET)
- Hipgnosis Songs Fund (SONG)
- Abrdn European Logistics Income (ASLI)
- Polar Capital Global Financials (PCFT)
- Residential Secure Income (RESI)
- Aberforth Smaller Companies Trust (ASL)
- Henderson Opportunities Trust (HOT)
- Invesco Select (IVPU)
- Jupiter Emerging and Frontier Income (JEFI)
- 3i Infrastructure (3IN)
- Aquila European Renewables Income (AERS/AERI)
- BlackRock Energy and Resources Income Trust (BERI)
- ICG Enterprise (ICGT)
- Riverstone Energy (RSE)
- Alternative Income REIT (AIRE)
- Impact Healthcare REIT (IHR)
- Standard Life Investments Property Income (SLI)
- UK Commercial Property REIT (UKCM)
About Money Makers
We are an 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 90 podcasts in the 18 months since launch.
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.