Weekly Investment Trust Podcast with Jonathan Davis (10 Dec 2022)

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust.

Trusts mentioned this week (with tickers) include: Civitas Social Housing (CSH), Home REIT (HOME), LXI REIT (LXI), Value and Indexed Property (VIP), Hipgnosis Songs Fund (SONG), Schroder UK Mid Cap Investment Trust (SCP), Finsbury Growth and Income (FGT), Monks (MNKS), Securities Trust of Scotland (STS), Templeton Emerging Markets (TEM), Barings Emerging EMEA Opportunities (BEE), BlackRock Frontiers Investment Trust (BRFI).

Section Timestamps:
00:39 - The Investment Trusts Handbook
02:23 - Capital Gearing Trust
03:33 - Q&A with Alastair Laing
04:36 - The thinking behind CGT's defensive stance
07:53 - Any significant changes at CGT?
10:48 - What would it take to start thinking about increasing equity and risk asset exposure?
14:04 - Could the US avoid a recession?
16:18 - Inflation cannot be won in one battle
18:32 - Danger of a wage-price spiral in the US?
20:05 - Opportunities from wide discounts in the investment trusts sector
21:56 - The rise of alternative assets
24:02 - Commercial property
30:24 - Music royalties
31:55 - Renewable energy trusts
35:13 - Equity markets, investment style, and small vs large cap
45:26 - Emerging markets, and the role of single country or specialist regional trusts in a portfolio
47:34 - The role of Japan in the portfolio
50:22 - Money Makers Circle
50:56 - Close

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In addition to the regular features, this week the Circle features a profile of the JPMorgan Global Core Real Assets Trust (JARA).

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Produced by Ben Gamblin.