Weekly Investment Trusts Podcast - Featuring Simon Edelsten and Richard Staveley (25 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 Simon Edelsten, manager at Mid Wynd International (MWY). Jonathan also spoke this week to Richard Staveley, lead manager at Rockwood Strategic (RKW), and the podcast features an extract of their conversation, available in full for subscribers to the Money Makers Circle.

Section Timestamps:
0:00:29 - Introducing this week's guests
0:01:47 - Money Makers Circle
0:02:27 - Next week's guest
0:02:54 - The markets this week
0:04:12 - Corporate news and announcements
0:21:53 - Q&A with Simon Edelsten
0:09:26 - Reflections on the year just gone
0:13:41 - A new investment world and central bankers' views
0:17:02 - Japan, US and Europe currency rates, and currency movements
0:22:26 - Big technology stocks and valuations
0:32:49 - Looking at different regions
0:39:24 - The portfolio today compared to eighteen months ago
0:41:56 - Investment themes
0:45:04 - The investment trust itself
0:48:49 - Perceptions on the UK
0:51:06 - Rating optimism for the future
0:51:52 - Q&A with Richard Staveley (extract)
1:04:40 - Close

Trusts mentioned (with tickers): Greencoat UK Wind (UKW), The Renewables Investment Group (TRIG), Harmony Energy Income (HEIT), NextEnergy Solar Fund (NESF), VH Global Sustainable Energy Opportunities (GSEO), Abrdn European Logistics Income (ASLI), Supermarket Income REIT (SUPR), Regional REIT (RGL), Polar Capital Financials (PGCF), Ruffer Investment Company (RICA), European Opportunities Trust (EOT), AT85 Global Mid-Market Infrastructure Income, The Investment Company (INV), Rockwood Strategic (RKW), Mid Wynd International (MWY).

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.

This week, as well as the regular features, the Circle features Jonathan's full discussion with Richard Staveley of Rockwood Strategic, a profile of the Lowland Investment Company (LWI), and updates to the Money Makers Model Portfolios

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 nearly 150 podcasts since launch.

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.