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Money Makers

Latest episodes

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Feb 20, 2021 • 53min

Talking Trusts: Weekly Review with Simon Elliott (20 February 2021)

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. Topics include the latest fundraising and changes in the AIC sector classifications. Trusts mentioned this week (with tickers) include: BH Global (BHGG/BHGU), BH Macro (BHMG/BHMU), Jupiter UK Growth (JUKG), AVI Japan Opportunities (AJOT), CC Japan Income and Growth (CCJI), Chrysalis (CHRY), Cordiant Digital Infrastructure (CORD and CSRF), Greencoat UK Wind (UKW), LXI REIT (LXI), Tritax Eurobox (EBOX), Brunner (BUT), City of London (CTY), Diverse Income Trust (DIVI), Murray Income (MUT), Rights and Issues (RII) and Aberdeen Emerging Markets (AEMC). 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, news updates, market and 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. Coming shortly: the first of a new series called Funds I Like and a review of fund and trust performance. 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.
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Feb 13, 2021 • 51min

Talking Trusts: Weekly Review with Simon Elliott (13 February 2021)

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. Topics include the latest fundraising and a review of recent property sector updates. Trusts mentioned this week (with tickers) include: Alternative Credit Investments (ACI), Gabelli Value Plus + (GVP), Keystone (KIT), Strategic Equity Capital (SEC), Greencoast UK Wind (UKW), Hipgnosis Songs (SONG), Martin Currie Global Portfolio (MNP), SDCL Energy Efficiency Income (SEIT), Target Healthcare (THRL), Warehouse REIT (WHR), Blackrock Throgmorton (THRG), Henderson Opportunities Trust (HOT), Invesco Perpetual Select (IVPU, IVI), Invesco Income Growth (IVI)/IVPU), Blackrock North American Income (BRNA), Scottish American (SAIN), Civitas Social Housing (CSH), LXI REIT (LXI), Schroder European Real Estate (SERE). The Money Makers circle 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, news updates, market and 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 40-odd 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.
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Feb 6, 2021 • 48min

Talking Trusts: Weekly Review with Simon Elliott (06 February 2021)

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: Alliance Trust (ATST), Blackrock Frontiers (BRFI), Baillie Gifford China Growth (BGCG), Cordiant Digital Infrastructure (CORD), Digital 9 Infrastructure (DG19), NextEnergy Renewables (NREN), SDCL Energy Efficiency Income (SEIT), VH Global Sustainable Energy Opportunities (GSEO), Warehouse REIT (WHR), Aberforth Smaller Companies Trust (ASL), Blackrock Income and Growth (BRIG), Jupiter Emerging and Frontier Income (JEFI), Blackrock Energy and Resoruces Income (BERI0, Chrysalis Investments (CHRY) and ICH Enterprise (ICGT). 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, news updates, market and 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. This week, Ewan Lovett-Turner, head of investment trust research at Numis Securities, discusses recent trends in discounts and issuance. A review of the progress of the Investment Trusts Handbook portfolio is also being recorded. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 40-odd 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.
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Jan 30, 2021 • 43min

Talking Trusts: Weekly Review with Simon Elliott (30 January 2021)

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: BH Global (BHGG), BH Macro (BHMG), J.P.Morgan Indian (JII), Schroder UK Public Private (SUPP), VH Global Sustainable Energy (GSEO), Cordiant Digital Technology (planned IPO), CC Japan Income & Growth (CCJI), Invesco Asia (IAT), J.P.Morgan Russian Securities (JRS), Henderson Smaller Companies (HSL), 3i Infrastructure (3IN), Greencoat UK Wind (UKW), M&G Credit Income (MGCI), BMO Managed Portfolio Growth (BMPG/BMPI), Oakley Capital Investments (OCI), Standard Life Private Equity (SLPE) and GCP Student Living (DIGS). For more information about the Money Makers circle, a new premium content offering, please visit money-makers.co/membership-join. This week: Hugh Sloane, founder of the hedge fund firm Sloane Robinson, talks about his specialist area of Japan and his global portfolio. 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.
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Jan 23, 2021 • 42min

Talking Trusts: Weekly Review with Simon Elliott (23 January 2021)

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: Jupiter Green (JGC), Jupiter UK Growth (JUKG), Keystone Investment Trust (KIT), River and Mercantile UK Micro Cap (RMMC), AVI Japan Opportunity (AJOT), Hipgnosis Sonds Fund (SONG), RTW Venture Fund (RTW), Baillie Gifford US Growth (USA), Bankers (BNKR), Ruffer Investment Company (RICA), Aberdeen Standard European Logistics Income (ASLI), Drum Income Plus (DRUM), Impact Healthcare (IHR) and Target Healthcare (THRL). We also discuss the outlook for the investment trust sector going into the New Year. Meanwhile the Money Makers circle is now up and running. 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, news updates, market and 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. Included this week: an interview with Stuart Widdowson, manager of the Odyssean investment trust. 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.
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Jan 16, 2021 • 50min

Talking Trusts: Weekly Review with Simon Elliott (16 January 2021)

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. Equities stage a retreat and we look back at the share issuance trends of 2020 and focus on the performance of listed private equity trusts. Trusts mentioned this week (with tickers) include: Gabelli Value Plus + (GVP), Scottish Mortgage (SMT), Odyssean (OIT), Independent Investment Trust (IIT), Genesis Emerging Markets (GEM), J.P.Morgan Asia Growth and Income (JAGI), Octopus Renewable Infrastructure (ORIT), Hipgnosis Song Fund (SONG), Schroder UK Public Private Trust (SUPP), Pantheon International (PIN), Princess Private Equity (PEY), HarbourVest Global Equity (HVPE), Oakley Capital Investments (OCI), Standard Life Private Equity (SLPE) and others. 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.
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Jan 9, 2021 • 35min

Talking Trusts: Weekly Review with Simon Elliott (09 January 2021)

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. Not a huge amount of news this week, but an opportunity to look back over 2020 and discuss some of the broader features of the investment trust sector, as well as the outlook for the New Year. Trusts mentioned this week (with tickers) include: Value and Income (VIN), Schiehallion (MNTN), Gabelli Value Plus + (GVP), J.P.Morgan Indian (JII), Pantheon International (PIN), Hipgnosis (SONG), Round Hill Music Royalty (RHM). Scottish Mortgage (SMT), Mid Wynd (MWI) and Martin Currie Global (MNP). This week also sees the start of the Money Makers circle, 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, news updates, market and 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, and we are very grateful for your continued support and the enthusiastic response to our 40-odd 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.
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Dec 31, 2020 • 39min

The Weekly Investment Trust Podcast Special (31 December 2020)

In this special edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to the economist and author, Professor John Kay. Professor Kay has been a director and shareholder of several investment trusts, including Scottish Mortgage (SMT) and Value and Income (VIN), and is the author of Radical Uncertainty and The Long and The Short of It, among other well received books. 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.
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Dec 19, 2020 • 50min

Talking Trusts: Weekly Review with Simon Elliott (19 December 2020)

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: Gulf Investment Fund (GIF), Ecofin US Renewables Infrastructure (RNEW), Gore Street Energy Storage (GSF), Round Hill Music Royalty (RHM), Schroder BSC Social Impact Trust (SBSI), BMO Global Smaller Companies (BGSC), The Scottish Investment Trust (SCIT), Aberdeen Diversified Income and Growth (ADIG), Finsbury Growth and Income (FGT), Miton UK Microcap (MINI), River and Mercantile UK Micro Cap (RMMC), Aberdeen New Dawn (ABD), Blackrock Frontiers (BRFI), J.P.Morgan Smaller Companies Trust (JESC), Schroder Asia Pacific (SDP), Ecofin Global Utilities and Infrastructure (EGL), Gore Street Energy Storage (GSF), GCP Infrastructure (GCP), Jupiter Green Investment Trust (JGC), Polar Capital Global Healthcare (PCGH), Ediston Property Investment Company (EPIC), Harbourvest Global Private Equity (HVPE), Standard Life Private Equity (SLPE). 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.
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Dec 12, 2020 • 56min

Talking Trusts: Weekly Review with Simon Elliott (12 December 2020)

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 Standard European Logistics Income (ASLI), Tritax Big Box REIT (BBOX), Gabelli Value Plus (GVP), Jupiter US Smaller Companies (JUSC), Keystone (KIT), Greencoat Renewables (GRP), J.P.Morgan Core Real Assets (JARA), Round Hill Music Royalty (RHM), Edinburgh Worldwide (EWI), Majedie Investments (MAJE), Securities Trust of Scotland (STS), Artemis Alpha (ATS), Lowland (LWI), Oryx International Growth (OIG), Atlantis Japan Growth (AJG), Fidelity China Special Situations (FCSS), Henderson European Focus (HEFT), J.P.Morgan China Growth & Income (JCGL), J.P.Morgan Japanese (JFJ), Schroder European Real Estate (SERE), Electra Private Equity (ELTA), Henderson Diversifed Income (HDIV), Polar Capital Technology (PCT), SDCL Energy Efficiency Income (SEIT) and Sequoia Economic Infrastructure (SEQI). 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.

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