Talking Trusts: Weekly Review with Simon Elliott (07 May 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: Keystone Positive Change (KPC), Aurora Investment Trust (ARR), BlackRock Smaller Companies (BRSC), Abrdn Latin American Income Fund (ALAI), Weiss Korea Opportunity Fund (WKOF), Foresight Solar Fund (FSFL), Foresight Sustainable Forestry (FSF), Gresham House Energy Storage Fund (GRID), Harmony Energy Income (HEIT), Octopus Renewables Infrastructure Trust (ORIT), Alternative Income REIT (AIRE), Home REIT (HOME), Standard Life Investments Property Income (SLI), Target Healthcare REIT (THRL), Tritax Big Box REIT (BBOX), UK Commercial Property REIT (UKCM). Section Timestamps: 00:18 - Review of the week 04:24 - Stagflation impact on the investment trust sector 06:29 - Results 18:07 - Results (overseas) 22:12 - Results (specialist) 32:22 - Results (property) 45:49 - The weeks ahead 47:19 - Money Makers Circle 48:06 - 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 100 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.