13th February 2020

Melting snow, market heat

Jonathan Davis and Simon Elliott of Winterflood Securities review the week

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our free weekly investment trust podcast. Topics include the latest fundraising and a review of recent property sector updates. Trusts mentioned this week (with tickers) include: Alternative Credit Investments (ACI), Gabelli Value Plus + (GVP), Keystone (KIT), Strategic Equity Capital (SEC), Greencoast UK Wind (UKW), Hipgnosis Songs (SONG), Martin Currie Global Portfolio (MNP), SDCL Energy Efficiency Income (SEIT), Target Healthcare (THRL), Warehouse REIT (WHR), Blackrock Throgmorton (THRG), Henderson Opportunities Trust (HOT), Invesco Perpetual Select (IVPU, IVI), Invesco Income Growth (IVI)/IVPU), Blackrock North American Income (BRNA), Scottish American (SAIN), Civitas Social Housing (CSH), LXI REIT (LXI), Schroder European Real Estate (SERE).

The Money Makers circle is now up and running. It 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, news updates, market and portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please follow this link. Included this week: Ewan Lovett-Turner, head of investment trust research at Numis Securities, discusses recent trends in discounts and issuance. A review of the progress of the Investment Trusts Handbook portfolio is also being recorded. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 40-odd podcasts since launch.

These podcasts are part of a new 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.

 

Money Makers: podcast archive

Jonathan Davis

Jonathan Davis

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 winterflood edited v2

Simon Elliott

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.

BGPS Profile Square 2020 (750px)

Ben Gamblin

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.

© 2026 Money Makers