2nd May 2020

No longer sure about Shell

Jonathan Davis and Simon Elliott of Winterflood Securities review the week

The fallout from the collapsing oil price came into sharp focus again this week when Shell cut its dividend by two thirds, the first time since the Second World War that the oil company has reduced its payout to shareholders. In the latest episode of our new weekly podcast series, dedicated exclusively to investment trusts, Jonathan Davis and Simon Elliott, head of investment trust research at Winterflood Securities, review the key weekly movements in share prices, NAVs and discounts and discuss the impact of the oil price fall on the trust sector. Topics covered include: the trusts which own Shell; the impact on renewable energy trusts; and the latest news from property and private equity companies. Popular trusts mentioned include Merchants, JPMorgan Claverhouse, Troy Income and Growth, TR Property, Greencoat UK Wind and Bluefield Solar Income.


IT summary YTD

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Jonathan Davis

Jonathan Davis

Editor, Money Makers

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

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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