Weekly Investment Trust Podcast with Jonathan Davis (07 Jan 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 Ewan Lovett-Turner, head of investment trust research at Numis Securities.

Section Timestamps:
00:37 - The markets this week
04:22 - Introducing Ewan Lovett-Turner
04:46 - Looking back at 2022
09:41 - Anything distinctive about last year's winners and losers over previous years?
10:53 - Post-pandemic anomaly
12:55 - The impact of bond yields on alternative assets
16:29 - The alternatives sector moving to a discount
19:04 - Issuance figures
23:05 - Will there be trusts that are now unable to raise expected money?
26:27 - Consolidation in the equity investment trust sector
29:44 - The latest from Home REIT (HOME)
32:48 - Sell-off in RIT Capital Partners (RCP)
37:18 - Discount opportunities
47:01 - Opportunities in alternatives
55:22 - Money Makers Circle
55:50 - Close

Trusts mentioned (with tickers) include: Riverstone Energy (REL), Artemis Alpha (ATS), TR Property (TRY), Abrdrn Latin American Income (ALAI), Odyssean Investment Trust (OIT), JPMorgan Emerging Europe, Middle East, and Africa (JEMA), Scottish Mortgage Investment Trust (SMT), Edinburgh Worldwide Investment Trust (EWI), Allianz Technology Trust (ATT), Polar Capital Technology Trust (PCT), Aberforth Smaller Companies Trust (ASL), Chrysalis Investment Trust (CHRY), Schiehallian Fund (MNTN), BH Macro (BHMG), BioPharma Credit (BPCR), Capital Gearing Trust (CGT), Ruffer Investment Company (RICA), Personal Assets Trust (PNL), Home REIT (HOME), LXi REIT (LXI), Supermarket Income REIT (SUPR), International Public Partnerships (INPP), The Renewables Infrastructure Group (TRIG), HICL Infrastructure (HICL), City of London Investment Trust (CTY), Merchants Investment Trust (MRCH), Law Debenture (LWDB), Smithson Investment Trust (SSON), TwentyFour Income Fund (TFIF), TwentyFour Select Monthly Income Fund (SMIF), Schroder Real Estate (SREI), Hipgnosis Songs Fund (SONG), Templeton Emerging Markets (TEM), Schroder Japan Growth (SJG), JPMorgan Indian (JII), RIT Capital Partners (RCP), Monks Investment Trust (MNKS), International Biotech (IBT), Biotech Growth Trust (BIOG), Bellevue Healthcare Trust (BBH), Syncona (SYNC), Henderson Smaller Companies Trust (HSL), BlackRock Smaller Companies (BRSC), Triple Point Social Housing (SOHO), Civitas Social Housing (CSH), Schroder Real Estate (SREI), HG Capital Trust (HGT), Oakley Capital (OCI), Bluefield Solar Income Fund (BSIF), Greencoat UK Wind (UKW).

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In addition to the regular features, this week the Circle features a profile of Monks (MNKS).

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Produced by Ben Gamblin.