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 include: market worries about inflation, a full on scrap over the future of Third Point Investors and the latest successful IPO.

Trusts mentioned this week (with tickers): Strategic Equity Capital (SEC), Odyssean Investment Trust (OIT), Gresham House Strategic (GHS), Third Point Investors (TPOU), Ashoka India Equity (AIE), DGI9 Infrastructure (DGI9), Acorn Income Fund (AIF), Taylor Maritime Investments (TMI, TMIP), Tritax EuroBox (EBOX), AVI Global Trust (AGT), Caledonia Investments (CLDN), Majedie (MAJE), BMO UK High Income (BHI), Edinburgh Investment Trust (EDIN), Lowland Investment Trust (LWI), Henderson European Focus Trust (HEFT), J.P.Morgan Asia Growth and Income (JAGI), Chrysalis Investments (CHRY), Harbourvest Global Private Equity (HVPE), HICL Infrastructure (HICL),  Drum Income Plus (DRIP), Picton Property Income (PCTN), Residential Secure Income (RESI), TR Property (TRY) and Warehouse REIT (WHR).

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’s offerings include an extended 45-minute conversation with Richard Curling, manager of the Jupiter Alternative Monthly Income Fund, about deriving income from a portfolio of alternative asset investments trusts. For more information about the Money Makers circle, 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 60 odd podcasts since launch.

Section timestamps:

00:19 – Overview of the week
02:30 – Corporate activity
16:49 – Fundraising
25:09 – Results
39:45 – Results (overseas)
42:06 – Results (specialists)
46:25 – Results (property)
55:14 – Money Makers Circle and 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.