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Money Makers

Latest episodes

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Sep 26, 2020 • 45min

Talking Trusts: Weekly Review with Simon Elliott (26 September 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 include: Temple Bar (TMPL), Hipgnosis (SONG), Urban Logistics REIT (SHED), Murray Income (MUT), Baillie Gifford Shin Nippon (BGS), European Opportunities (JEO), Bluefield Solar (BSF), J.P.Morgan Growth and Income (JGGI), Standard Life Property Income(SLI), UK Commercial Property (UKCM), Menhaden (MHN), and The Schiehallion Fund (MNTN). You can find more information, including relevant disclosures, at www.money-makers.co. Producer: Ben Gamblin.
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Sep 19, 2020 • 31min

Talking Trusts: Weekly Review with Simon Elliott (19 September 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: Securities Trust of Scotland (STS), Merian Chrysalis (MERI), North American Smaller Companies (NAS), AVI Japan Opportunity (AJOT), Martin Currie Global Portfolio (MNP), Witan Pacific (WPC), Hgcapital (HGT), Octopus Renewables Infrastructure (ORIT), Greencoat Renewables (GRP), Aquila European Renewables (AERS/AERI), US Solar (USF) and Gabelli Value Plus + (GVP). You can find more information, including relevant disclosures, at www.money-makers.co. Producer: Ben Gamblin.
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Sep 12, 2020 • 37min

Talking Trusts: Weekly Review with Simon Elliott (12 September 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 (with tickers) include: Ruffer Investment Company (RICA), Henderson High Income (HHI), Standard Life Smaller Companies (SLS), Aberdeen Smaller Companies Income (ASCI), Blackrock Latin America (BRLA), Schroder Asia Total Return (ATR), Hipgnosis (SONG), International Public Partnerships (INPP), Oakley Capital (OCI), Witan (WTAN) and Invesco Income Growth (IVI). You can find more information, including relevant disclosures, at www.money-makers.co.
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Sep 5, 2020 • 33min

Talking Trusts: Weekly Review with Simon Elliott (05 September 2020)

After a short summer break Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, return to review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Scottish Mortgage (SMT), Temple Bar (TMPL), Baillie Gifford US Growth (USA), Hipgnosis Songs (SONG), Witan (WTAN), Mid Wynd International (MWY), Miton UK Microcap (MINI), Foresight Solar (FSFL), Pershing Square Holdings (PSH), Merian Chrysalis (MERI), J.P.Morgan US Smaller Companies (JUSC and BBGI (BBGI). Topics also include: FTSE index changes, fund flow data, the UK equity sector, this week's sell-off and another planned IPO (Tellworth British Recovery and Growth). You can find more information, including relevant disclosures, at www.money-makers.co.
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Aug 22, 2020 • 29min

Talking Trusts Special - Investment Trusts Primer, Part 2 (22 August 2020)

In the second part of a special two-part podcast, Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, step back from tracking the week's news to provide an in-depth primer on what investment trusts are and how they operate. The second part of this special holiday edition, designed as an introductory guide for first time investors in investment trusts and as a refresher for more experienced shareholders, covers alternative assets and the role of sectors. The normal free weekly podcast will resume in early September. You can find more information, including relevant disclosures, at www.money-makers.co
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Aug 15, 2020 • 42min

Talking Trusts Special - Investment Trusts Primer, Part 1 (15 August 2020)

In the first part of a special two-part podcast, Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, step back from tracking the week's news to provide an in-depth primer on what investment trusts are and how they operate. The second part of this special holiday edition, designed as an introductory guide for first time investors in investment trusts and as a refresher for more experienced shareholders, will be available on August 22nd. The normal weekly podcast will resume in early September. You can find more information, including relevant disclosures, at www.money-makers.co.
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Aug 8, 2020 • 41min

Talking Trusts: Weekly Review with Simon Elliott (08 August 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 (with tickers) include: RIT Capital Partners (RCP), BMO Managed Portfolio (BPMG), J.P.Morgan Global Growth and Income (JGGI), Fidelity European Values (FEV), Fidelity Japan (FJV), Fundsmith Emerging Equities (FEET), Allianz Technology (ATT), Pantheon International (PIN), Hipgnosis (SONG), J.P.Morgan Claverhouse (JCH), BMO Commercial Property (BCPT), Standard Life Property Income (SLI), UK Commercial Property (UKCM), Tritax Big Box (BBOX) and Tritax European (EBOX), Aquila European Renewables (AERS), Octopus Renewables (ORIT)and Renewables Infrastructure Group (TRIG), Aurora (ARR), Honeycomb (HONY) and Pollen Street Secured Lending (PSSL). Topics include: the flexible trust sector, overseas trust updates, property trust discounts, another merger proposal and Barry Manilow’s age. 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).
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Aug 1, 2020 • 45min

Talking Trusts: Weekly Review with Simon Elliott (01 Aug 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 (with tickers) include: F&C (FCIT), Scottish American (SAIN), Smithson (SSON), Brunner (BUT), Law Debenture (LWDB), Artemis Alpha (ATS), Value and Income (VIN), Aberforth Smaller Companies (ASL), Henderson Smaller Companies (HSL), Greencoat UK Wind (UKW.L), Perpetual Income and Growth (PIGIT), Murray Income (MUT), Gabelli Value Plus+ (GVP), and Pershing Square (PSH). Topics include: proposals in the equity income sector, global trusts, UK smaller companies trusts and renewable energy trusts. 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)
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Jul 25, 2020 • 33min

Talking Trusts: Weekly Review with Simon Elliott (25 July 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 (with tickers) include: Witan Pacific (WPC), Alliance Trust (ATST), City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Blackrock Throgmorton (THRG), J.P.Morgan Smaller Companies (JMI), BB Healthcare (BBH), City of London CTY), Four Oaks Income (FAIR), Schroder REIT (SREI), HICL (HICL), UK Mortgages (UKML) and Gabelli Value Plus+ (GVP). Topics include: another mandate for Baillie Gifford, China, dividend suspensions, smaller companies and corporate activity. 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).
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Jul 18, 2020 • 39min

Talking Trusts: Weekly Review with Simon Elliott (18 July 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 (with tickers) include: BMO Commercial Property (BCPT), Schroder REIT (SREI), AEW UK (AEWU), Supermarket Income (SUPR), Target Healthcare (THRL), Impact Healthcare (IHR), Polar Capital Technology (PCT), Allianz Technology (ATT), Herald (HRI), Personal Assets (PNL), Ruffer Investment (RICA), Caledonia (CLDN), Hansa Trust (HAN), Miton Global Opportunities (MIGO) and Independent Investment Trust (IIT). Topics include: the property sector, technology trusts and the flexible sector. 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).

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