Weekly Investment Trust Podcast with Jonathan Davis (11 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 Colette Ord, head of real asset research, and Andrew Rees, property analyst, both at Numis Securities.

Section Timestamps:
0:00:28 - This week's guests
0:00:55 - Who's coming on in future weeks
0:01:29 - Review of the week
0:03:45 - Results summary
0:06:07 - Money Makers Circle
0:07:25 - Q&A with Colette Ord
0:08:06 - The year so far in infrastructure and renewable energy
0:09:35 - Gilt yields and spreads
0:14:42 - 3i Infrastructure (3IN)
0:20:54 - AT85 IPO
0:30:15 - Share buy-backs and Cordiant Digital Infrastructure (CORD)
0:35:58 - Divergence between sectors
0:40:29 - Octopus Renewables (ORIT)
0:43:09 - Q&A with Andrew Rees
0:43:28 - Overview of commercial property trusts
0:45:11 - This week's commercial property announcements
0:59:15 - Discounts across the commercial property sector
1:02:55 - The gap between gilts and dividends
1:04:38 - Share price weakness in the property sector this week
1:05:58 - Close

Trusts mentioned (with tickers): Scottish American Investment Company (SAIN), BlackRock Throgmorton Trust (THRG), JPMorgan Mid Cap (JMF), Syncona (SYNC), 3i Infrastructure (3IN), AT85, Digital 9 Infrastructure (DGI9), HICL Infrastructure (HICL), Cordiant Digital Infrastructure (CORD), Aquila European Renewables (AERS), Bluefield Solar Income Fund (BSIF), Gresham House Energy Storage (GRID), SDCL Energy Efficiency (SEIT), Octopus Renewables (ORIT), Balanced Commercial Property Trust (BCPT), Custodian Property Income REIT (CREI), LXi REIT (LXI), PRS REIT (PRS), Civitas Social Housing (CSH).

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This week, as well as the regular features, the Circle features a profile of Urban Logistics REIT (SHED). Jonathan also meets up with Hugh Yarrow, manager of the Evenlode Income Fund, a favourite open-ended fund.

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Produced by Ben Gamblin.