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Money Makers

Latest episodes

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Jul 11, 2020 • 32min

Talking Trusts: Weekly Review with Simon Elliott (11 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 all the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned (with tickers) include: Gore Steet Energy Storage (GSF), Hipgnosis (SONG), Invesco Asia (IAT), Atlantis Japan Growth (AJG), Nippon Active Value (NAVF), Aberdeen Emerging Markets (AEMC), Shires Income (SHRS), 24 Income Fund (TFIF), Henderson European Focus (HEFT), J.P.Morgan European Smaller Companies (JESC), European Opportunities (JEO), Tritax Big Box (BBOX), Impact Healthcare (IHR), Urban Logistics (SHED) and Gabelli Value Plus + (GVP). Topics include: half year review, outcome of placings, Asian trusts, Q2 property updates and sector rationalization. You can find more information, including relevant disclosures, at www.money-makers.co
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Jul 4, 2020 • 35min

Talking Trusts: Weekly Review with Simon Elliott (04 July 2020)

We apologise for the quality of sound which is variable in this edition. -- 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: Gore Street Energy Storage (GSF), Hipgnosis (SONG), Bankers (BNKR), Schroder Midcap (SCP), Invesco Income Growth (IVI), Civitas Social Housing (CSH), Aberdeen Frontier Markets (AFMC), Aberdeen New Dawn (ABD), Aberdeen Emerging Markets (AEMC), J.P.Morgan Japanese Smaller Companies (JPS), Gabelli Value Plus + (GVP), and Mobius (MMIT). Topics include: placings for retail investors, more equity income and property updates, the value of smaller sectors. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that the next podcast will be a special live interactive podcast (with Q and A) at the Mello Virtual private investor event on July 11th.
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Jun 27, 2020 • 37min

Talking Trusts: Weekly Review with Simon Elliott (27 June 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: Law Debenture (LWDM), Merchants (MRCH), Monks (MNKS), Blackrock Smaller Companies (BRSC), Montanaro UK Smaller Companies (MTU), AEW UK (AEWU), Picton (PCTN), Schroder European Real Estate (SERE), Custodian (CREI), Supermarket Income (SUPR), Aquila European Renewables (AERS), European Opportunities (JEO) and Manchester and London (MNL). Topics include: updates on UK equity income, property and private equity performance, the diversity within sectors, the Wirecard scandal and (surprisingly) Wimbledon debentures. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that, technology permitting, we will be broadcasting a live interactive podcast (with Q and A) at the Mello Virtual private investor event on July 11th.
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Jun 20, 2020 • 39min

Talking Trusts: Weekly Review with Simon Elliott (20 June 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: Scottish Investment Trust (SCIN), Monks (MNKS), Lowland (LWI), European Opportunities (JEO), Seneca Global Income and Growth (SIGT), Bluefield Solar Income (BSIF), ICG Enterprise (ICGT), Standard Life Private Equity (SLPE), Gabelli Value Plus (GVP) and J.P.Morgan Russia (JRS). Topics include: the virus impact on sectors, private equity valuations, renewable energy and Wirecard. You can find more information, including relevant disclosures, at www.money-makers.co. Look out for a special interactive podcast (with Q and A) at Mello Virtual on July 11-12.
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Jun 13, 2020 • 39min

Talking Trusts: Weekly Review with Simon Elliott (13 June 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 discussed (with tickers) include: Edinburgh (EDIN), BG UK Growth (BGUK), Edinburgh Worldwide (EWI), Standard Life Smaller Companies (SLS), Lowland (LWI), Temple Bar (TMPL), Aberdeen Diversified Income and Growth (ADIG), Allianz Technology (ATT) and Odyssean (OIT). Topics include: equity income, growth and value, technology and yields. You can find more information, including relevant disclosures, at www.money-makers.co.
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Jun 6, 2020 • 34min

Talking Trusts: Weekly Review with Simon Elliott (06 June 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: Worldwide Healthcare (WWH), Biotech Growth Trust (BIOG), Templeton Emerging Markets (TEM), Fidelity China Special Situations (FCSS), Securities Trust of Scotland (STS), Secure Income REIT (SIR), LXI REIT (LXI), J.P.Morgan European (JETG and JETI), Miton Growth Opportunities (MIGO) and Augmentum Fintech (AUGM). Topics include: index changes, Travelodge and other tenant disputes, China, Europe, healthcare and fintech. You can find more information, including relevant disclosures, at www.money-makers.co.
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May 30, 2020 • 31min

Talking Trusts: Weekly Review with Simon Elliott (30 May 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 (with tickers): Caledonia (CLDN), Capital Gearing Trust (CGT), 24 Select Monthly Income (SMIF), Baillie Gifford European Growth (BGEU), River and Mercantile UK Micro-Cap (RMMC), JLEN Environmental Assets (JLEN) and India Capital Growth (IGC). You can find more information, including relevant disclosures, at www.money-makers.co.
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May 23, 2020 • 35min

Talking Trusts: Weekly Review with Simon Elliott (23 May 2020)

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts mentioned include: Perpetual Income and Growth, Brunner, Schroder UK Public and Private, Tritax Eurobox, HICL Infrastructure, JPMorgan Japanese, Baillie Gifford Shin Nippon, Renewables Infrastructure and Electra. Topics covered include: how infrastructure funds value their assets. You can find more information, including relevant disclosures, at www.money-makers.co.
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May 16, 2020 • 30min

Talking Trusts: Weekly Review with Simon Elliott (16 May 2020)

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts covered include: 3i Group, 3i Infrastructure, Civitas Social Housing, Scottish Mortgage, Murray International, Finsbury Growth & Income, Troy Income and Growth and Temple Bar. You can find more information, including disclosures, at www.money-makers.co.
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May 11, 2020 • 34min

Talking Trusts: Weekly Review with Simon Elliott (11 May 2020)

Jonathan Davis and Simon Elliott, head of investment trust research at Winterflood Securities, review the week in the latest edition of our weekly investment trust podcast. Trusts covered include: Diverse Income Trust, Aberdeen New Thai, JPMorgan Global Growth and Income, Edinburgh Worldwide, Keystone and Supermarket Income REIT. This episode explains a number of specialist terms, including: redemption facilities, enhanced dividends, index inclusion, share issuance and fees based on market capitalisation. More information at www.money-makers.co.

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