23rd May 2020

Manager departures and Japan

Jonathan Davis and Simon Elliott of Winterflood Securities review the week

This was a better week for the stock market and for investment trust shares. In the latest episode of our weekly podcast series, Jonathan Davis, editor of the Investment Trusts Handbook and Simon Elliott, head of investment trust research at Winterfloods, review the key movements in share prices, NAVs and discounts and discuss manager departures, infrastructure trust valuations and the performance of the Japanese stock market, among other topics. Trusts mentioned include: Perpetual Income and Growth, Brunner, Schroder UK Public and Private, Tritax Eurobox, HICL Infrastructure, JPMorgan Japanese, Baillie Gifford Shin Nippon, Renewables Infrastructure Group and Electra.


IT summary 22 May 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. 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.

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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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