Money Makers cover image

Money Makers

Talking Trusts: Weekly Review with Simon Elliott (31 July 2021)

Jul 31, 2021
52:46
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: Aberdeen Emerging Markets (AEMC) / Aberdeen New Thai (ANW), BlackRock North American Income Trust (BRNA), HydrogenOne Capital Growth (HGEN), Taylor Maritime Investments (TMI/TMIP), Tufton Oceanic Assets (SHIP), F&C Investment Trust (FCIT), Scottish American Investment Trust (SAIN), Aberforth Smaller Companies Trust (ASL), Aberforth Split Level Income Trust (ASIT), BlackRock Throgmorton Trust (THRG), Law Debenture (LWDB), BlackRock Energy and Resources Income (BERI), Greencoat UK Wind (IKW), HICL Infrastructure (HICL), Oakley Capital Investments (OCI), Premier Miton Global Renewables (PMGR), BMO Commercial Property Trust (BCPT), BMO Real Estate Investments (BREY), Custodian REIT (CREI), Impact Healthcare REIT (IHR), GCP Student Living (DIGS). Section Timestamps: 00:19 - Review of the week 01:55 - China 13:07 - Fundraising 17:53 - Results 22:32 - Results (UK) 33:15 - Results (specialist) 44:22 - Results (property) 49:19 - New leadership at The AIC 51:26 - Money Makers Circle 52:03 - Close The Money Makers circle is now up and running. It 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, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 70 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.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode