Weekly Investment Trusts Podcast - featuring Matt Hose (20 May 2023)

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Matt Hose, alternatives analyst at Jefferies.

Section Timestamps:
00:29 - Coming up
02:11 - The markets this week
09:45 - Money Makers Circle
10:28 - Annual results
11:59 - Interim results
15:46 - Q&A with Matt Hose
15:54 - Scottish Mortgage Trust (SMT)
23:36 - Private equity
24:32 - HG Capital Trust (HGCT)
26:29 - Growth capital sector
27:34 - Renewable energy sector
33:22 - Debt sector
35:12 - Looking ahead
36:41 - Close

Trusts mentioned (with tickers): Abrdn European Logistics Income (ASLI), Abrdn Japan (AJIT), Nippon Active Value Fund (NAVF), International Biotechnology Trust (IBT), North American Smaller Companies (NAS), JPMorgan Multi-Asset Growth & Income (MATE), Finsbury Growth and Income (FGT), Lowland Investment Company (LWI), Abrdn Equity Income (AEI), Scottish Oriental Smaller Companies (SST), Tritax EuroBox (EBOX), Scottish Mortgage Trust (SMT), HG Capital Trust (HGCT), Abrdn Private Equity Opportunities (APEO), HarbourVest Global Private Equity (HVPE), Pantheon International (PIN), 3i Group (III), Oakley Capital Investments (OCI), Schiehallion (MNTN), Chrysalis (CHRY), Gresham House Energy Storage (GRID), NextEnergy Solar Fund (NESF), Foresight Solar Fund (FSFL), Starwood European (SWEF), NB Monthly Income Fund (NBMI), VPC Specialty Lending (VSL).

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This week, as well as the regular features, the Circle features a profile of JPMorgan American (JAM). Next week, the Circle will feature a profile of Abrdn Property Income (API), as well as a guest column from financial historian Edward Chancellor about private equity.

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You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.