5th April 2020

How will trusts cope with the virus?

Jonathan Davis and Simon Elliott of Winterflood Securities review the evidence

With the stock market tumbling in March, the share prices of many investment trusts fell sharply and the average discount across the sector widened from 1% at the start of 2020 to 10% at the end of the month.  In the first of our new weekly podcast series, dedicated exclusively to investment trusts, Jonathan Davis and Simon Elliott, head of investment trust research at Winterfloods, review the key movements in share prices, NAVs and discounts and discuss a key question, whether trusts can maintain their dividends as the virus pandemic plays its way out.


Discount movements in March 2020

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 our new weekly series, which are currently free to air. Or you can  subscribe on iTunes and other podcast services. You can find an archive of former podcasts elsewhere on this site.

Jonathan Davis, the founder of Money Makers, is also the founding editor of the Investment Trusts Handbook, an annual publication devoted to investment trusts. An active professional investor, he is a Senior Adviser at Saunderson House, a Member of the Chartered Institute for Securities and Investments and the author/publisher of several books about professional investors. By joining our mailing list, you can make sure you are notified every time a new podcast is ready.

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Jonathan Davis
Jonathan Davis
Founder and editor

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
Simon Elliott
Head of investment trust research, Winterflood Securities

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.

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