Money Makers | Simon Elliott

After their impressive rally the week before, the share prices of investment trusts eased a little this week, with the average discount widening from 6.0% to 8.5%. In the third episode of our new weekly podcast series, dedicated exclusively to investment trusts, Jonathan Davis and Simon Elliott, head of investment trust research at Winterfloods, review the key movements in share prices, NAVs and discounts. Topics covered include: contrasting fortunes in the property sector, updates from Asia and private equity, and more on the outlook for dividends. Popular trusts mentioned include Mercantile, Temple Bar, BMO Commercial Property Trust, Picton Property Income and Scottish American (SAINTS).

Weekly investment trust podcast

Episode 2: why the markets are rallying and the future for equity income

Despite the Covid-19 coronavirus continuing to spread around the globe, the share prices of investment trusts rallied sharply this week with the average discount returning to around 6%. In the second of our new weekly podcast series, dedicated exclusively to investment trusts, Jonathan Davis and Simon Elliott, head of investment trust research at Winterfloods, review the key movements in share prices, NAVs and discounts. Other topics covered include: the sacking of Mark Barnett, will dividends be cut?, the outlook for equity income and the persistence of discount control mechanisms.

Weekly investment trust podcast

With the stock market tumbling in March, the share prices of many investment trusts fell sharply and the average discount across the sector widened from 1% at the start of 2020 to 10% at the end of the month. In the first of our new weekly podcast series, dedicated exclusively to investment trusts, Jonathan Davis and Simon Elliott, head of investment trust research at Winterfloods, review the key movements in share prices, NAVs and discounts and discuss a key question, whether trusts can maintain their dividends as the virus pandemic plays its way out.

Disclaimer: Please note that Jonathan Davis is neither authorised or regulated by the Financial Conduct Authority and as such is not permitted to offer financial or investment advice to UK resident investors, whether or not the intended investments are regulated or unregulated. Nothing appearing on the Money Makers website or in any of the content offered as part of the Money Makers service should be construed as financial advice. We strongly encourage you to consult an FCA-authorised Independent Financial Adviser before committing to any form of investment. This is not an offer to participate in a collective investment scheme as defined in section 235 of the Financial Services and Markets Act (2000) and therefore investors will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service.