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Money Makers

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

May 20, 2023
37:17
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). 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 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. 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 160 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.

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