196: Weekly Investment Trusts Podcast - with Matt Hose and Peter Hewitt (03 Feb 2024)

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Matt Hose, alternative assets analyst at Jeffries, and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG).

We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.

Section Timestamps:
00:39 - Review of the week
04:02 - This week's guests
04:47 - Money Makers Circle
06:21 - Corporate news and announcements
08:05 - Q&A with Matt Hose
08:40 - The current direction and outlook
10:57 - Cost disclosure
11:46 - General infrastructure sector
18:28 - Renewable infrastructure sector
24:04 - Battery storage
26:32 - Listed private equity
30:46 - Growth capital
32:09 - Shipping
33:18 - Hipgnosis Songs Fund (SONG)
35:42 - Summing up
36:16 - Q&A with Peter Hewitt
36:32 - The current situation
40:38 - Ratings difference between equities and alternatives
42:13 - Commercial property vs infrastructure and renewables
43:46 - Concerns about dividend cuts
49:29 - Income portfolio yield
52:35 - Hipgnosis Songs Fund (SONG)
55:35 - Scotland in the Rugby
57:50 - 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.

This week, as well as the usual features, the Circle features a profile of Gore Street Energy Storage (GSF). Future profiles include Schroder UK Mid Cap (SCP) and J.P.Morgan Indian (JII). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and all the regular features available in the Circle. The content of that email is also available for subscribers via the website.

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 190 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.