Weekly Investment Trust Podcast with Jonathan Davis (19 Nov 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 Emma Bird and Shayan Ratnasingam of Winterflood Securities; and also previews a discussion with Paul and Richard Pindar of Literacy Capital, available in full for subscribers to the Money Makers Circle.

Trusts mentioned this week (with tickers) include: ThomasLloyd Energy Impact (TLEI), Conviction Life Sciences, Troy Income and Growth (TIGT), Montanaro European Smaller Companies (MTE), Abrdn Japan (AJIT), Biotech Growth (BIOG), Syncona (SYNC), Schroder Real Estate Income (SREI), Seraphim Space Invementment Trust (SSIT).

Section Timestamps:
01:10 - Reviewing the week
03:40 - Summary of the week's results
04:37 - Q&A with Emma Bird
04:49 - Reaction to the Autumn Statement
06:54 - Movements in the Investment Trusts sector
09:09 - Company expectations during a recession
11:38 - Distinguishing between sectors
13:22 - UK Equity Income sector
16:27 - Biotech and Healthcare sector
21:57 - Space sector
24:50 - Looking ahead
25:54 - Q&A with Shayan Ratnasingam
26:13 - Explaining the windfall tax
28:39 - When will the results of the windfall tax be reflected?
29:33 - Market reaction to the windfall tax
30:03 - The Market anticipation was about right?
31:01 - Share price reaction
34:00 - The importance of future prices and interest rates
36:15 - Paul and Richard Pindar (Literacy Capital)
44:59 - Close

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In addition to the regular features, this week the Circle features a Q&A discussion with Paul and Richard Pindar of Literacy Capital (BOOK).

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 130 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.