Talking Trusts: Weekly Review with Simon Elliott (05 March 2022)

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: JPMorgan Russian Securities (JRS), Fidelity Emerging Markets (FEML), Barings Emerging EMEA Opportunities (BEMO), BlackRock Greater Europe Investment Trust (BRGE), Jupiter Emerging and Frontier Income Trust (JEFI), Templeton Emerging Markets (TEM), EP Global Opportunities Trust (EPG), Scotgems (SGEM), Strategic Equity Capital (SEC), TwentyFour Income Fund (TFIF) / UK Mortgages (UKML), JPMorgan Global Growth and Income (JGGI), Murray International (MYI), RIT Capital Partners (RCP), Ruffer Investment Company (RICA), Ashoka India Equity Investment Trust (AIE), European Opportunities Trust (EOT), European Smaller Companies Trust (ESCT), JPMorgan Emerging Markets (JMG), Pacific Horizon (PHI), Apax Global Alpha (APAX), Bellvue Healthcare Trust - formerly BB Healthcare Trust (BBH), Greencoat Renewables (GRP), Supermarket Income REIT (SUPR), Tritax Big Box REIT (BBOX). Section Timestamps: 00:18 - The week in context 02:30 - Review of the week 06:32 - Corporate activity (Russian-exposed trusts) 22:24 - Index changes 26:48 - Other corporate activity 34:09 - Trust performance in the past month 38:48 - Money Makers Circle 39:40 - Results 43:39 - Results (flexible investment trusts) 49:15 - Results (overseas) 55:22 - Results (specialist) 1:00:23 - Results (property) 1:02:49 - Potential impact of current events on the year 1:06:16 - 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. 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 90 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.