Weekly Investment Trust Podcast with Jonathan Davis (26 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 James Carthew of QuotedData; and also previews a discussion with Carlos Hardenberg, the lead manager of the Mobius Investment Trust (MMIT) - available in full for subscribers to the Money Makers Circle.

Trusts mentioned this week (with tickers) include: Home REIT (HOME), Digital 9 Infrastructure (DGI9), AT85 Global Mid-Market Infrastructure Income, JPMorgan Russian Securities (JRS/JEMA), Chrysalis Investments (CHRY), The Renewables Infrastructure Trust (TRIG), Long Term Assets, Convicton Life Sciences, NB Monthly Income (NBMI).

Section Timestamps:
00:45 - Review of the week
02:42 - Money Makers Circle
04:15 - James Carthew
06:15 - Fundraising
12:29 - Corporate news
31:35 - Windfall Profits Tax on renewable energy
39:19 - Q&A with Carlos Hardenberg
41:53 - Money Makers Circle
51:37 - Close

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

In addition to the regular features, this week the Circle features the full Q&A discussion with Carlos Hardenberg of the Mobius Investment Trust (MMIT), and a profile of the F&C Investment Trust (FCIT)

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.