Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Colette Ord, head of real asset research, and Andrew Rees, property analyst, both at Numis Securities.
You can listen to this week’s podcast in full on the audio players below. Alternatively, you can subscribe and download it on most podcast channels including Soundcloud, Apple, Spotify, Stitcher and others.
If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers subscribers an opportunity to receive additional premium content, including interviews, investment trust performance data, market/portfolio reviews and regular extracts from the editor’s notebook. This week, as well as the regular features, the Circle features a profile of Urban Logistics REIT (SHED). Jonathan also meets up with Hugh Yarrow, manager of the Evenlode Income Fund, a favourite open-ended fund. A subscription costs £8 a month, or a modest £2 a week.
First buybacks in the renewables sector
0:00:28 – This week’s guests
0:00:55 – Who’s coming on in future weeks
0:01:29 – Review of the week
0:03:45 – Results summary
0:06:07 – Money Makers Circle
0:07:25 – Q&A with Colette Ord
0:09:35 – Gilt yields and spreads
0:14:42 – 3i Infrastructure (3IN)
0:20:54 – AT85 IPO
0:30:15 – Share buy-backs and Cordiant Digital Infrastructure (CORD)
0:35:58 – Divergence between sectors
0:40:29 – Octopus Renewables (ORIT)
0:43:09 – Q&A with Andrew Rees
0:45:11 – This week’s commercial property announcements
0:59:15 – Discounts across the commercial property sector
1:02:55 – The gap between gilts and dividends
1:04:38 – Share price weakness in the property sector this week
1:05:58 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Scottish American Investment Company (SAIN)
- BlackRock Throgmorton Trust (THRG)
- JPMorgan Mid Cap (JMF)
- Syncona (SYNC)
- 3i Infrastructure (3IN)
- AT85
- Digital 9 Infrastructure (DGI9)
- HICL Infrastructure (HICL)
- Cordiant Digital Infrastructure (CORD)
- Aquila European Renewables (AERS)
- Bluefield Solar Income Fund (BSIF)
- Gresham House Energy Storage (GRID)
- SDCL Energy Efficiency (SEIT)
- Octopus Renewables (ORIT)
- Balanced Commercial Property Trust (BCPT)
- Custodian Property Income REIT (CREI)
- LXi REIT (LXI)
- PRS REIT (PRS)
- Civitas Social Housing (CSH)
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 140 podcasts in the more than two and a half years since launch.
Disclosures about 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) and Doceo (doceo.tv). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.