Money Makers

Talking Trusts: Weekly Review with Simon Elliott (01 January 2022)


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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. And as 2021 draws to a close, Jonathan and Simon take a look at what may be in store over the next twelve months.
Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), EP Global Opportunities (EPG), GCP Student Living (DIGS), Greencoat Renewables (GRP) / Greencoat UK Wind (UKW), JP Morgan European Investment Trust (JETG/JETI), Odyssean (OIT) / Strategic Equity Capital (SEC), Third Point Investors (TPOU), Scottish Investment Trust (SCIN), JP Morgan Indian Investment Trust (JII), Gore Street Energy Storage (GSF), Ediston Property Investment Company (EPIC), Roundhill Music Royalty (RHM).
Section Timestamps:
00:00:24 - Current market position
00:01:28 - Review of the year
00:04:51 - Subsector performance
00:12:43 - Fundraising in 2021
00:18:27 - Buybacks
00:23:47 - Corporate activity in general
00:30:51 - Corporate activity catch-up
00:48:15 - Results
00:56:01 - Looking ahead to 2022
01:03:19 - 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 90 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.
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