Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by two guests - Ian Lance, manager of the Temple Bar Investment Trust; and Emma Bird, commercial property analyst at Winterflood Securities - in the latest edition of the Money Makers Weekly Investment Trust podcast.

Trusts mentioned this week (with tickers) include: Scottish Investment Trust (SCIN), TwentyFour Income Fund (TFIF), Rockwood Strategic (RKW), Digital9 Infrastructure (DGI9), Pershing Square Holdings (PSH), JPMorgan American Investment Trust (JAM), JPMorgan US Smaller Companies (JUSC), BlackRock World Mining (BRWM), CT Private Equity Trust (CTPE), Chrysalis Investments (CHRY), Bluefield Solar Income Fund (BSIF), Next Energy Solar Fund (NESF), Axiom European Financial Debt Fund (AXI), AEW UK REIT (AEWU), Abrdn Property Income Trust (API), Balanced Commercial Property Trust (BCPT), CT Property Trust (CTPT), UK Commercial Property REIT (UKCM), LXI REIT (LXI), Tritax Big Box (BBOX), Target Healthcare REIT (THRL), Impact Healthcare REIT (IHR).

Section Timestamps:

00:39 - Review of the week

04:08 - Q and A with Ian Lance of Temple Bar

21:54 - Latest Money Makers Circle content

22:36 - Corporate developments and announcements

25:30 - Latest investment trust results

39:02 - Commercial property sector with Emma Bird

56:39 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

As well as the regular features this week, Jonathan has provided some commentary on the reaction to the announcement from Jay Powell of the Federal Reserve on its stance regarding interest rates.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 120 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Ewan Lovett-Turner, head of investment trust research at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. Jonathan is also joined by Ben Rogoff, manager of the Polar Capital Technology Trust.

Trusts mentioned this week (with tickers) include: RIT Capital Partners (RCP), Pantheon International (PIN), Smithson Investment Trust (SSON), Henderson Smaller Companies Trust (HSL), Fidelity European Trust (FEV), JPMorgan Claverhouse (JCH), NB Global Monthly Income (NBMI), Rights and Issues Investment Trust (RIII), Castelnau Group (CGL), Fidelity Japan Trust (FJV), Invesco Asia Trust (IAT), Vietnam Enterprise Investments (VEIL), Mobius Investment Trust (MMIT), Fundsmith Emerging Equities Trust (FEET), Impax Environmental Markets (IEM), BlackRock Energy and Resources Income Trust (BERI).

Section Timestamps:

00:52 - Taking a break

01:12 - The week in the markets

02:29 - Money Makers Circle

03:44 - Ewan Lovett-Turner

10:49 - Corporate accouncements

25:25 - Renewable Infrastructure / Commercial Property

25:40 - Other results

37:41 - Emerging markets sector

39:56 - Debt sector

46:13 - Ben Rogoff

1:14:10 - Additional results roundup

1:20:50 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

As well as the regular features this week, the Circle features a profile of the Ruffer Investment Company (RICA) and Jonathan's notes on current market opportunities.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 120 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Colette Ord, the renewable energy and infrastructure analyst at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. In addition to our regular review of the week's main announcements and market movements, Colette shares her expert insights into the latest developments in the popular and strong performance renewable energy sector.

Trusts mentioned this week (with tickers) include: Home REIT (HOME), Personal Assets Trust (PNL), JPMorgan Russian Securities (JRS), Brunner Investment Trust (BUT), Allianz Technology Trust (ATT), Greencoat UK Wind (UKW), The Renewables Infrastructure Group (TRIG), Ecofin US Renewables Infrastructure Trust (RNEW), Gore Street Energy Storage Fund (GSF), Octopus Renewables Infrastructure (ORIT), F&C Investment Trust (FCIT), Alliance Trust (ATST), Scottish American Investment Trust (SAIT), MIGO Opportunities (MIGO), Aberforth Smaller Companies Trust (ASL), Law Debenture (LWDB).

Section Timestamps:

00:23 - Plans for the podcast

01:14 - Money Makers Circle

02:24 - The markets this week

06:16 - Corporate news

14:39 - Renewable energy and infrastructre with Colette Ord

38:03 - Results roundup

50:50 - Other results on the website

51:06 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

As well as the regular features on the Circle this week, there will shortly be a new in-depth profile of the Ruffer Investment Company (RICA).

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 120 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Nick Greenwood, manager of MIGO Opportunities, in the latest edition of the Money Makers Weekly Investment Trust podcast. They discuss some of the week's main announcements and market movements with Nick giving his thoughts on various market sectors.

Trusts mentioned this week (with tickers) include: Doric Nimrod Air One (DNA), Amedeo Air Four Plus (AA4), Ecofin US Renewables Infrastructure Trust (RNEW), LXI REIT (LXI), HICL Infrastructure (HICL), Polar Capital Technology (PCT), Herald Investment Trust (HRI), BlackRock Throgmorton (THRG), Miton UK Micro Cap (MINI), MB Private Equity Partners (MBPE), HarbourVest Global Private Equity (HVPE), Oakley Capital Investments (OCI), Baker Steel Resources Trust (BSRT), Tufton Oceanic Assets (SHIP), GCP Asset Backed Income (GABI), Biopharma Credit (BPCR), NB Global Monthly Income Fund (NBMI).

Section Timestamps:

01:01 - Review of the week

10:11 - Nick's thoughts: Aircraft leasing

13:33 - Corporate news

16:26 - Fundraising

17:21 - Results

20:24 - Nick's thoughts: Technology

26:51 - Nick's thoughts: Smaller companies and micro cap

30:54 - Money Makers Circle

31:39 - Nick's thoughts: Private equity trusts

38:03 - Nick's thoughts: Specialist trusts

45:25 - Nick's thoughts: Shipping

47:49 - Nick's thoughts: Debt trusts

51:08 - New positions for MIGO

55:25 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

This week, as well as the regular features, the Circle features an in-depth profile of Value and Indexed Property (VIP), and Jonathan adds his thoughts on the outlook for the UK Equity Income sector in the current climate.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 120 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined by Peter Spiller, manager of Capital Gearing Trust, in the latest edition of the Weekly Investment Trust Podcast, where they discuss the investment trusts sector and look at the main announcements and market movements.

We apologise for the audio quality issues present in this edition, caused by a poor remote connection.

Trusts mentioned this week (with tickers) include: JPMorgan American (JAM), Ruffer Investment Company (RICA), Scotgems (SGEM), Roundhill Music Royalty (RHM), Pershing Square Holdings (PSH), Chrysalis Investments (CHRY), HICL Infrastructure (HICL), Brunner Investment Trust (BUT), Hypgnosis Songs Fund (SONG), GCP Infrastructure Fund (GCP), Sequoia Economic Infrastructure Income (SEQI), Schroder British Opportunities (SBO), Taylor Maritime Investments (TMI), TwentyFour Income (TFIF).

Section Timestamps:

00:32 - Introducing Peter Spiller

01:43 - Review of the week

02:03 - Money Makers Circle

17:04 - Corporate news

25:09 - Fundraising

26:52 - Results

35:43 - Back to Peter Spiller

57:33 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

This week, as well as the regular features, the Circle features an investment profile of the Calendonia Investment Trust (CLDN).

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 110 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

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.

This week will be Simon's final appearance on the podcast as he moves on to a new role. Simon has appeared in nearly every edition of the podcast since April 2020 and his contributions will be missed. The Money Makers team (and no doubt listeners alike) wish him all the best in his new position at JPMorgan! The podcast will continue with Jonathan at the helm, so stay subscribed and listen to this edition to find out how things will progress over the coming weeks.

Trusts mentioned this week (with tickers) include: Cambium Global Timberland (TREE), LXI REIT (LXI) / Secure Income REIT (SIR), Scotgems (SGEM), Digital 9 Infrastructure (DGI9), DP Aircraft I (DPA), Impact Healthcare REIT (IHR), HICL Infrastructure (HICL), JPMorgan Global Core Real Assets (JARA), Artemis Alpha Trust (ATS), Oryx International Growth Trust (OIG), Abrdn China Investment Company (ACIC), Abrdn New Dawn (ABD), Atlantis Japan Growth Fund (AJG), Augmentum Fintech (AUGM), Bellevue Healthcare Trust (BBH), Harmony Energy Income Trust (HEIT).

Section Timestamps:

00:18 - Changes afoot for the podcast

06:02 - Money Makers Circle

06:43 - Review of the week

09:35 - Corporate activity

16:14 - Fundraising

23:20 - Results

31:14 - Results (overseas)

38:03 - Results (specialist)

46:31 - Money Makers Circle

46:50 - Simon's final assessment of the health of the investment trust sector

49:59 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

This week, as well as the regular features, The Circle features a profile of HarbourVest Global Private Equity (HVPE).

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 110 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

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: Digital 9 Infrastructure (DGI9), DP Aircraft I (DPA), Bankers Investment Trust (BNKR), Schroder UK Mid Cap (SCP), BlackRock Sustainable American Income Trust (BRSA), CC Japan Income and Growth (CCJI), Chelverton UK Dividend Trust (SDV), Abrdn Private Equity Opportunities (APEO), Chrysalis Investments (CHRY), ICG Enterprise Trust (ICGT), Geiger Counter (GCL), Next Energy Solar Fund (NESF), SDCL Energy Efficiency Income Trust (SEIT), Civitas Social Housing (CSH), Ground Rents Income (GRIO).

Section Timestamps:

00:18 - Review of the week

07:09 - Fundraising

15:40 - Results (global)

18:24 - Results (UK)

20:12 - Results (overseas)

24:10 - Results (private equity)

34:33 - Results (specialist)

39:58 - Results (property)

50:58 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, in addition to the regular features, there is an in-depth profile of AVI Global. Jonathan has also recorded a video looking back at the markets over the last six months as well as outlining his thoughts on the next six months.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 110 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

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: LXI REIT (LXI), Warehouse REIT (WHR), Downing Renewables and Infrastructure (DORE), Foresight Sustainable Forestry (FSF), Impact Healthcare REIT (IHR), BMO Global Smaller Companies Trust (BGSC) / The Global Smaller Companies Trust (GSCT), Monks Investment Trust (MNKS), Hansa Investment Company (HAN/HANA), Momentum Multi Asset Value Trust (MAVT), BlackRock Income and Growth Investment Trust (BRIG), Henderson Opportunities Trust (HOT), Rockwood Strategic (RKW), JPMorgan Japan Small Cap Growth and Income (JSGI), Montanaro European Smaller Companies (MTE), Utilico Emerging Markets (UEM), Aquila Energy Efficiency Trust (AEET), GCP Infrastructure (GCP), Triple Point Energy Efficiency Infrastructure (TEEC), AEW UK REIT (AEWU), Schroder European Real Estate Investment Trust (SERE), Urban Logistics REIT (SHED).

Section Timestamps:

00:18 - Review of the week

07:05 - Corporate activity

09:57 - Fundraising

14:38 - Results (global)

21:21 - Resullts (flexible)

26:41 - Results (UK)

33:23 - Results (overseas)

46:09 - Results (property)

51:52 - Money Makers Circle

52:13 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 110 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

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: Boussard & Gavaudan (BGHL), Foresight Sustainable Forestry (FSF), Lindsell Train Investment Trust (LTI), Abrdn Diversified Income and Growth (ADIG), JZ Capital Partners (JZCP), Montanaro UK Smaller Companies (MTU), River and Mercantile UK Micro Cap (RMMC), JPMorgan European Discovery Trust (JEDT), Templeton Emerging Markets (TEM), JLEN Environmental Assets Group (JLEN), Syncona (SYNC), Thomaslloyd Energy Impact Trust (TLEI), Custodian REIT (CREI), Value and Indexed Property Income (VIP).

Section Timestamps:

00:18 - Review of the week

07:19 - Corporate activity

10:39 - Fundraising

13:25 - Money Makers Circle

13:45 - Results

24:37 - Results (UK)

29:58 - Results (overseas)

34:20 - Results (specialist)

41:30 - Results (property)

47:25 - Where things stand

49:17 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 110 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

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: EP Global Opportunities (EPG), Rights and Issues Investment Trust (RIII), LXI REIT (LXI), Downing Renewables and Infrastructure Trust (DORE), VH Global Sustainable Energy Opportunities (GSEO), AVI Global Trust (AGT), Edinburgh Worldwide Investment Trust (EWI), Personal Assets Trust (PNL), Baillie Gifford UK Growth (BGUK), Odyssean Investment Trust (OIT), JPMorgan European Growth and Income (JEGI), JPMorgan Indian (JII), Atrato Onsite Energy (ROOF), Literacy Capital (BOOK), Schroder Real Estate Investment Trust (SREI).

Section Timestamps:

00:21 - Review of the week

05:49 - Corporate activity

17:41 - Fundraising

21:52 - Money Makers Circle

22:29 - Results

41:09 - Results (overseas)

47:02 - Results (specialist)

49:06 - Results (property)

51:59 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 110 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.