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
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Produced by Ben Gamblin.