Talking Trusts: Weekly Review with Simon Elliott (05 March 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.

Trusts mentioned this week (with tickers) include: JPMorgan Russian Securities (JRS), Fidelity Emerging Markets (FEML), Barings Emerging EMEA Opportunities (BEMO), BlackRock Greater Europe Investment Trust (BRGE), Jupiter Emerging and Frontier Income Trust (JEFI), Templeton Emerging Markets (TEM), EP Global Opportunities Trust (EPG), Scotgems (SGEM), Strategic Equity Capital (SEC), TwentyFour Income Fund (TFIF) / UK Mortgages (UKML), JPMorgan Global Growth and Income (JGGI), Murray International (MYI), RIT Capital Partners (RCP), Ruffer Investment Company (RICA), Ashoka India Equity Investment Trust (AIE), European Opportunities Trust (EOT), European Smaller Companies Trust (ESCT), JPMorgan Emerging Markets (JMG), Pacific Horizon (PHI), Apax Global Alpha (APAX), Bellvue Healthcare Trust - formerly BB Healthcare Trust (BBH), Greencoat Renewables (GRP), Supermarket Income REIT (SUPR), Tritax Big Box REIT (BBOX).

Section Timestamps:

00:18 - The week in context
02:30 - Review of the week
06:32 - Corporate activity (Russian-exposed trusts)
22:24 - Index changes
26:48 - Other corporate activity
34:09 - Trust performance in the past month
38:48 - Money Makers Circle
39:40 - Results
43:39 - Results (flexible investment trusts)
49:15 - Results (overseas)
55:22 - Results (specialist)
1:00:23 - Results (property)
1:02:49 - Potential impact of current events on the year
1:06:16 - Close

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Produced by Ben Gamblin.