Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Emma Bird and Shayan Ratnasingam of Winterflood Securities; and also previews a discussion with Paul and Richard Pindar of Literacy Capital, available in full for subscribers to the Money Makers Circle.

Trusts mentioned this week (with tickers) include: ThomasLloyd Energy Impact (TLEI), Conviction Life Sciences, Troy Income and Growth (TIGT), Montanaro European Smaller Companies (MTE), Abrdn Japan (AJIT), Biotech Growth (BIOG), Syncona (SYNC), Schroder Real Estate Income (SREI), Seraphim Space Invementment Trust (SSIT).

Section Timestamps:

01:10 - Reviewing the week

03:40 - Summary of the week's results

04:37 - Q&A with Emma Bird

04:49 - Reaction to the Autumn Statement

06:54 - Movements in the Investment Trusts sector

09:09 - Company expectations during a recession

11:38 - Distinguishing between sectors

13:22 - UK Equity Income sector

16:27 - Biotech and Healthcare sector

21:57 - Space sector

24:50 - Looking ahead

25:54 - Q&A with Shayan Ratnasingam

26:13 - Explaining the windfall tax

28:39 - When will the results of the windfall tax be reflected?

29:33 - Market reaction to the windfall tax

30:03 - The Market anticipation was about right?

31:01 - Share price reaction

34:00 - The importance of future prices and interest rates

36:15 - Paul and Richard Pindar (Literacy Capital)

44:59 - 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.

In addition to the regular features, this week the Circle features a Q&A discussion with Paul and Richard Pindar of Literacy Capital (BOOK).

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 130 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.