Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Emma Bird and Shayan Ratnasingam of Winterflood Securities; and also previews a discussion with Paul and Richard Pindar of Literacy Capital, available in full for subscribers to the Money Makers Circle.
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. In addition to the regular features, this week the Circle features a Q&A discussion with Paul and Richard Pindar of Literacy Capital (BOOK). A subscription costs £8 a month, or a modest £2 a week.
Autumn Statement calms the markets
01:10 – Reviewing the week
03:40 – Summary of the week’s results
04:37 – Q&A with Emma Bird
06:54 – Movements in the Investment Trusts sector
09:09 – Company expectations during a recession
11:38 – Distinguishing between sectors
13:22 – UK Equity Income sector
16:27 – Biotech and Healthcare sector
21:57 – Space sector
24:50 – Looking ahead
25:54 – Q&A with Shayan Ratnasingam
28:39 – When will the results of the windfall tax be reflected?
29:33 – Market reaction to the windfall tax
30:03 – The Market anticipation was about right?
31:01 – Share price reaction
34:00 – The importance of future prices and interest rates
36:15 – Paul and Richard Pindar (Literacy Capital)
44:59 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- ThomasLloyd Energy Impact (TLEI)
- Conviction Life Sciences
- Troy Income and Growth (TIGT)
- Montanaro European Smaller Companies (MTE)
- Abrdn Japan (AJIT)
- Biotech Growth (BIOG)
- Syncona (SYNC)
- Schroder Real Estate Income (SREI)
- Seraphim Space Invementment Trust (SSIT)
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 130 podcasts in the more than two 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.