Weekly Investment Trust Podcast with Jonathan Davis (04 Feb 2023)

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Chris Clothier, fund manager at Capital Gearing Trust (CGT).

Section Timestamps:
00:29 - Introducing Chris Clothier and upcoming guests
01:31 - Central banks rate changes
03:01 - Investment trust sector performance
03:52 - This week's news and results
04:34 - Money Makers Circle
09:56 - Q&A with Chris Clothier
10:17 - Central banks and rate rises
13:33 - Avoiding a bad recession
16:19 - Will this rally shortly run out of steam?
19:14 - Japanese bonds and equities
24:14 - Investing in China
25:18 - CGT asset allocation and positioning
27:38 - Limits to movements in the current trend
31:36 - Discount movements in investment trusts
34:20 - Commercial property sector
38:31 - Social housing sector
41:07 - Opportunities arising from funds winding down
47:17 - Renewables sector
48:58 - What could prompt a move back to risk assets etc.?
50:07 - Close

Trusts mentioned (with tickers): Octopus Renewables Infrastucture Trust (ORIT), Ecofin Renewables Infrastructure (RNEW), Aquila European Renewables (AERS), Riverstone Energy (RSE), Abertforth Smaller Companies Trust (ASL), Henderson Opportunities Trust (HOT), BlackRock Income and Growth (BRIG), Abrdn Private Equity Opportunities (APEO), Chrysalis (CHRY), Castelnau Group (CGL), Doric Nimrod Air One (DNA), NB Global Monthly Income (NBMI), Starwood European Real Estate Finance (SWEF), Scottish Mortgage Investment Trust (SMT), RIT Capital Partners (RCP), Tritax Big Box (BBOX), Supermarket Income REIT (SUPR), LXI REIT (LXI), Civitas Social Housing (CSH), Home REIT (HOME), Triple Point Social Housing (SOHO), Smithson Investment Trust (SSON).

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This week, as well as the regular features, the Circle features a profile of Polar Capital Technology Trust (PCT).

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Produced by Ben Gamblin.