Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Nick Greenwood, manager of the MIGO Global Opportunities Trust and Matt Hose, alternative assets analyst at Jefferies. Next week, the podcast takes a break while Jonathan is on holiday but it will return on 01 October. We are aware of an issue that affected delivery of last week's podcasts to some listeners who subscribe via Apple Podcasts and we apologise for the inconvenience. Should you experience any difficulty accessing the podcast through your usual channel, the latest edition of the podcast is always available at the Money Makers website (money-makers.co/podcasts) Trusts mentioned this week (with tickers) include: The Sustainable Farmland Trust, Independent Living REIT, Pantheon Infrastructure (PINT), Third Point Investors (TPOU), Baker Steel Resources Trust (BSRT), Dunedin Enterprise (DNE), Chrysalis Investments (CHRY), Macau Property Opportunities Fund (MPO), Georgia Capital (CGEO), VinaCapital Vietnam Opportunity Fund (VOF), Greencoat UK Wind (UKW), The Renewables Infrastructure Group (TRIG), International Public Partnerships (INPP), Digital 9 Infrastructure (DGI9), Hipgnosis Songs Fund (SONG), Round Hill Music Royalty Fund (RHM). Section Timestamps: 00:40 - Summarising the week 03:25 - Money Makers Circle 03:47 - A discussion with Nick Greenwood 32:23 - Results and corporate news highlights this week 36:23 - A discussion with Matt Hose 54:17 - 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this bonus edition of the Money Makers Weekly Investment Trust podcast by Steven Tredget, a partner at Oakley Capital. 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Alastair Laing, co-manager of Capital Gearing Trust. Jonathan also spoke to Steven Tredget of Oakley Capital Investments; their discussion will be released as a bonus podcast. Trusts mentioned this week (with tickers) include: SDCL Energy Efficiency Trust (SEIT), LXI REIT (LXI), Abrdn New Dawn (ABD), Trian Investors One (TI1), Triple Point Social Housing (SOHO), Abrdn UK Smaller Companies Growth Trust (AUSC), Abrdn Smaller Companies Income Trust (ASCI), BlackRock Latin America (BRLA), Rockwood Strategic (RKW), AVI Japan Opportunity Trust (AJOT), Castelnau Group (CGL), Vietnam Enterprise Investments (VEIL), International Public Partnerships (INPP), Thomaslloyd Energy Impact Trust (TLEI). Section Timestamps: 00:07 - Introduction 02:46 - Money Makers Circle 03:32 - Noteable results this week 04:51 - A discussion with Alastair Laing 41:16 - Summary of results 50:00 - Looking back to 1952 52:39 - 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. As well as the regular features this week, the Circle features a profile of 3i Private Equity (III). 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by two guests - Max King, columnist at MoneyWeek and former fund manager at Investec; and Andrew Lister, head of closed-end fund strategies at Abrdn. Trusts mentioned this week (with tickers) include: F&C Investment Trust (FCIT), Chrysalis Investments (CHRY), SDCL Energy Efficiency Income (SEIT), Taylor Maritime Investments (TMI), Rights and Issues Investment Trust (RIII), BBGI Global Infrastructure (BBGI), Target Healthcare REIT (THR), Oakley Capital (OCI), HG Capital (HGT), 3i Group (III), Intermediate Capital Group (ICP). Section Timestamps: 00:45 - Review of the week with Max King 10:44 - This week's news and fundraising 17:47 - Max King's portfolio changes 22:25 - Jonathan's round-up of other news 25:34 - Latest investment trust results 27:33 - Latest Money Makers Circle content 28:22 - Private equity discussion with Andrew Lister 53:23 - 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. This week the Circle features a profile of the Diverse Income Trust (DIVI) and commentary by Jonathan on the week's developments, as well as a new feature, a table of forthcoming dividend and ex-div dates. 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by two guests - Ian Lance, manager of the Temple Bar Investment Trust; and Emma Bird, commercial property analyst at Winterflood Securities - in the latest edition of the Money Makers Weekly Investment Trust podcast. Trusts mentioned this week (with tickers) include: Scottish Investment Trust (SCIN), TwentyFour Income Fund (TFIF), Rockwood Strategic (RKW), Digital9 Infrastructure (DGI9), Pershing Square Holdings (PSH), JPMorgan American Investment Trust (JAM), JPMorgan US Smaller Companies (JUSC), BlackRock World Mining (BRWM), CT Private Equity Trust (CTPE), Chrysalis Investments (CHRY), Bluefield Solar Income Fund (BSIF), Next Energy Solar Fund (NESF), Axiom European Financial Debt Fund (AXI), AEW UK REIT (AEWU), Abrdn Property Income Trust (API), Balanced Commercial Property Trust (BCPT), CT Property Trust (CTPT), UK Commercial Property REIT (UKCM), LXI REIT (LXI), Tritax Big Box (BBOX), Target Healthcare REIT (THRL), Impact Healthcare REIT (IHR). Section Timestamps: 00:39 - Review of the week 04:08 - Q and A with Ian Lance of Temple Bar 21:54 - Latest Money Makers Circle content 22:36 - Corporate developments and announcements 25:30 - Latest investment trust results 39:02 - Commercial property sector with Emma Bird 56:39 - 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. As well as the regular features this week, Jonathan has provided some commentary on the reaction to the announcement from Jay Powell of the Federal Reserve on its stance regarding interest rates. 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Ewan Lovett-Turner, head of investment trust research at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. Jonathan is also joined by Ben Rogoff, manager of the Polar Capital Technology Trust. Trusts mentioned this week (with tickers) include: RIT Capital Partners (RCP), Pantheon International (PIN), Smithson Investment Trust (SSON), Henderson Smaller Companies Trust (HSL), Fidelity European Trust (FEV), JPMorgan Claverhouse (JCH), NB Global Monthly Income (NBMI), Rights and Issues Investment Trust (RIII), Castelnau Group (CGL), Fidelity Japan Trust (FJV), Invesco Asia Trust (IAT), Vietnam Enterprise Investments (VEIL), Mobius Investment Trust (MMIT), Fundsmith Emerging Equities Trust (FEET), Impax Environmental Markets (IEM), BlackRock Energy and Resources Income Trust (BERI). Section Timestamps: 00:52 - Taking a break 01:12 - The week in the markets 02:29 - Money Makers Circle 03:44 - Ewan Lovett-Turner 10:49 - Corporate accouncements 25:25 - Renewable Infrastructure / Commercial Property 25:40 - Other results 37:41 - Emerging markets sector 39:56 - Debt sector 46:13 - Ben Rogoff 1:14:10 - Additional results roundup 1:20:50 - 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. As well as the regular features this week, the Circle features a profile of the Ruffer Investment Company (RICA) and Jonathan's notes on current market opportunities. 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Colette Ord, the renewable energy and infrastructure analyst at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. In addition to our regular review of the week's main announcements and market movements, Colette shares her expert insights into the latest developments in the popular and strong performance renewable energy sector. Trusts mentioned this week (with tickers) include: Home REIT (HOME), Personal Assets Trust (PNL), JPMorgan Russian Securities (JRS), Brunner Investment Trust (BUT), Allianz Technology Trust (ATT), Greencoat UK Wind (UKW), The Renewables Infrastructure Group (TRIG), Ecofin US Renewables Infrastructure Trust (RNEW), Gore Street Energy Storage Fund (GSF), Octopus Renewables Infrastructure (ORIT), F&C Investment Trust (FCIT), Alliance Trust (ATST), Scottish American Investment Trust (SAIT), MIGO Opportunities (MIGO), Aberforth Smaller Companies Trust (ASL), Law Debenture (LWDB). Section Timestamps: 00:23 - Plans for the podcast 01:14 - Money Makers Circle 02:24 - The markets this week 06:16 - Corporate news 14:39 - Renewable energy and infrastructre with Colette Ord 38:03 - Results roundup 50:50 - Other results on the website 51:06 - 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. As well as the regular features on the Circle this week, there will shortly be a new in-depth profile of the Ruffer Investment Company (RICA). 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Nick Greenwood, manager of MIGO Opportunities, in the latest edition of the Money Makers Weekly Investment Trust podcast. They discuss some of the week's main announcements and market movements with Nick giving his thoughts on various market sectors. Trusts mentioned this week (with tickers) include: Doric Nimrod Air One (DNA), Amedeo Air Four Plus (AA4), Ecofin US Renewables Infrastructure Trust (RNEW), LXI REIT (LXI), HICL Infrastructure (HICL), Polar Capital Technology (PCT), Herald Investment Trust (HRI), BlackRock Throgmorton (THRG), Miton UK Micro Cap (MINI), MB Private Equity Partners (MBPE), HarbourVest Global Private Equity (HVPE), Oakley Capital Investments (OCI), Baker Steel Resources Trust (BSRT), Tufton Oceanic Assets (SHIP), GCP Asset Backed Income (GABI), Biopharma Credit (BPCR), NB Global Monthly Income Fund (NBMI). Section Timestamps: 01:01 - Review of the week 10:11 - Nick's thoughts: Aircraft leasing 13:33 - Corporate news 16:26 - Fundraising 17:21 - Results 20:24 - Nick's thoughts: Technology 26:51 - Nick's thoughts: Smaller companies and micro cap 30:54 - Money Makers Circle 31:39 - Nick's thoughts: Private equity trusts 38:03 - Nick's thoughts: Specialist trusts 45:25 - Nick's thoughts: Shipping 47:49 - Nick's thoughts: Debt trusts 51:08 - New positions for MIGO 55:25 - 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. This week, as well as the regular features, the Circle features an in-depth profile of Value and Indexed Property (VIP), and Jonathan adds his thoughts on the outlook for the UK Equity Income sector in the current climate. 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 120 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.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined by Peter Spiller, manager of Capital Gearing Trust, in the latest edition of the Weekly Investment Trust Podcast, where they discuss the investment trusts sector and look at the main announcements and market movements. We apologise for the audio quality issues present in this edition, caused by a poor remote connection. Trusts mentioned this week (with tickers) include: JPMorgan American (JAM), Ruffer Investment Company (RICA), Scotgems (SGEM), Roundhill Music Royalty (RHM), Pershing Square Holdings (PSH), Chrysalis Investments (CHRY), HICL Infrastructure (HICL), Brunner Investment Trust (BUT), Hypgnosis Songs Fund (SONG), GCP Infrastructure Fund (GCP), Sequoia Economic Infrastructure Income (SEQI), Schroder British Opportunities (SBO), Taylor Maritime Investments (TMI), TwentyFour Income (TFIF). Section Timestamps: 00:32 - Introducing Peter Spiller 01:43 - Review of the week 02:03 - Money Makers Circle 17:04 - Corporate news 25:09 - Fundraising 26:52 - Results 35:43 - Back to Peter Spiller 57:33 - 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. This week, as well as the regular features, the Circle features an investment profile of the Calendonia Investment Trust (CLDN). 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 110 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.

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. This week will be Simon's final appearance on the podcast as he moves on to a new role. Simon has appeared in nearly every edition of the podcast since April 2020 and his contributions will be missed. The Money Makers team (and no doubt listeners alike) wish him all the best in his new position at JPMorgan! The podcast will continue with Jonathan at the helm, so stay subscribed and listen to this edition to find out how things will progress over the coming weeks. Trusts mentioned this week (with tickers) include: Cambium Global Timberland (TREE), LXI REIT (LXI) / Secure Income REIT (SIR), Scotgems (SGEM), Digital 9 Infrastructure (DGI9), DP Aircraft I (DPA), Impact Healthcare REIT (IHR), HICL Infrastructure (HICL), JPMorgan Global Core Real Assets (JARA), Artemis Alpha Trust (ATS), Oryx International Growth Trust (OIG), Abrdn China Investment Company (ACIC), Abrdn New Dawn (ABD), Atlantis Japan Growth Fund (AJG), Augmentum Fintech (AUGM), Bellevue Healthcare Trust (BBH), Harmony Energy Income Trust (HEIT). Section Timestamps: 00:18 - Changes afoot for the podcast 06:02 - Money Makers Circle 06:43 - Review of the week 09:35 - Corporate activity 16:14 - Fundraising 23:20 - Results 31:14 - Results (overseas) 38:03 - Results (specialist) 46:31 - Money Makers Circle 46:50 - Simon's final assessment of the health of the investment trust sector 49:59 - 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. This week, as well as the regular features, The Circle features a profile of HarbourVest Global Private Equity (HVPE). 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 110 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.