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

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

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Produced by Ben Gamblin.