Talking Trusts: Weekly Review with Simon Elliott (12 March 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 100th edition of our weekly investment trust podcast! Trusts mentioned this week (with tickers) include: Crystal Amber Fund (CRS), JPMorgan Russian Securities (JRS), Jupiter Emerging and Frontier Income (JEFI), Scotgems (SGEM), Triple Point Social Housing REIT (SOHO), F&C Investment Trust (FCIT), JPMorgan Mid-Cap (JMF), Allianz Technology (ATT), BlackRock World Mining (BRWM), CQS Natural Resources Growth and Income (CYN), Foresight Sustainable Forestry (FSF), Oakley Capital Investments (OCI), Polar Capital Global Financials Trust (PCFT), Downing Renewables and Infrastructure Trust (DORE), Foresight Solar Fund (FSFL), Premier Miton Global Renewables Trust (PMGR), Alternative Income REIT (AIRE). Section Timestamps: 00:18 - The week in context 01:21 - Review of the week 04:59 - Corporate activity 25:21 - Results 35:36 - Money Makers Circle 36:30 - Results (continued) 51:03 - Results (renewables) 56:58 - Results (property) 58:21 - Master Investor Show 59:03 - Ukraine and the markets 1:03:20 - Close Jonathan and Simon will be appearing at the Master Investor Show at the Islington Design Centre, London on Saturday 19 March 2022. For details including virtual and in-person tickets, visit the Master Investor website at https://events.masterinvestor.co.uk/ 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 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.