12th December 2020

Brexit impasse casts a shadow

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 weekly investment trust podcast. Trusts mentioned this week (with tickers) include:

Aberdeen Standard European Logistics Income (ASLI), Tritax Big Box REIT (BBOX), Gabelli Value Plus (GVP), Jupiter US Smaller Companies (JUSC), Keystone (KIT), Greencoat Renewables (GRP), J.P.Morgan Core Real Assets (JARA), Round Hill Music Royalty (RHM), Edinburgh Worldwide (EWI), Majedie Investments (MAJE), Securities Trust of Scotland (STS), Artemis Alpha (ATS), Lowland (LWI), Oryx International Growth (OIG), Atlantis Japan Growth (AJG), Fidelity China Special Situations (FCSS), Henderson European Focus (HEFT),  J.P.Morgan China Growth & Income (JCGL), J.P.Morgan Japanese (JFJ), Schroder European Real Estate (SERE), Electra Private Equity (ELTA), Henderson Diversifed Income (HDIV),  Polar Capital Technology (PCT), SDCL Energy Efficiency Income (SEIT) and Sequoia Economic Infrastructure (SEQI).

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.

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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.

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