In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trust Newsletter, and Tom Poynton, a director at Baron & Grant.
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, Google, and others, including now the Money Makers YouTube channel. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
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Rally continues towards the year end
01:38 – This week’s guest
01:51 – Next week’s podcast
03:26 – Money Makers Circle
04:10 – Q&A with Andrew McHattie and Tom Poynton
08:55 – Positioning for lower interest rates in 2024
13:43 – Activist investors
16:36 – Renewable infrastructure trusts
26:28 – Hipgnosis Songs Fund
33:18 – Home REIT (HOME)
38:24 – Commercial property
44:17 – Looking back at the year
53:35 – Thank you and Merry Christmas
54:02 – Close
Trusts mentioned in this week’s podcast (with tickers) include:
- Pershing Square Holdings (PSH)
- Brunner Investment Trust (BUT)
- Tritax Big Box (BBOX)
- Bluefield Solar Income (BSIF)
- Octopus Renewables Infrastructure (ORIT)
- Hipgnosis Songs Fund (SONG)
- Home REIT (HOME)
- Digital 9 Infrastructure (DGI9)
- European Opportunities Trust (EOT)
- Aquila European Renewables (AERS)
- Greencoat UK Wind (UKW)
- Foresight Solar Fund (FSFL)
- LXi REIT (LXI)
- LondonMetric (LMP)
- TR Property (TRY)
- MIGO Opportunities Trust (MIGO)
- Majedie Investments (MAJE)
- Polar Capital Global Healthcare (PCGH)
- 3i Group (III)
- Pantheon International (PIN)
- Allianz Technology (ATT)
- Polar Capital Technology (PCT)
- Manchester and London (MNL)
- HgCapital Trust (HGT)
- Oakley Capital (OCI)
- Ashoka India Equity Investment Trust (AIE)
About Money Makers
We are an editorially 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 190 podcasts in the more than three 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.