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Money Makers

Weekly Investment Trust Podcast with Jonathan Davis (19 Nov 2022)

Nov 19, 2022
46:33
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 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 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.

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