Money Makers

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. Listener numbers continue to rise as the podcast enters its second year. We are grateful for your continued support and the enthusiastic and favourable response since launch. This week we reflect on another strong week for the equity markets, with Wall Street hitting new all-time highs and the FTSE 100 index reaching 7,000 for the first time in a long time. Trusts mentioned this week (with tickers) include: BH macro (BHMG/BHMU), BH Global (BHGG/BHGU), F&C (FCIT), Invesco Select (IOVP) and Invesco Income Growth (IVI), UIL (UTL), US Solar (USF), Merchants Trust (MRCH), Schroder British Opportunities (SBO), Aberdeen Standard Asia Focus (AAS), Middlefield Canadian income (MCT), North American Income Trust (NAIT), Scottish Oriental Smaller Companies (SST), Caledonia Inve

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 covered this week include fundraising, style factors and the private equity sector. Trusts mentioned this week (with tickers) include: Strategic Equity Capital (SEC), Gore Street Energy (GSF), Impact Healthcare REIT (IHR), Jupiter Green (JGC), Aberdeen Asian Income Fund (AAIF), J.P.Morgan American (JAM), J.P.Morgan Global Emerging Markets Income (JEMI), Schroder Japan Growth (SJG), Impax Environmental Markets (JEM), Menhaden (MHN), Schroder UK Public Private (SUPP), Ediston Property Investment Company (EPIC), Princess Private Equity (PEY), HGCapital (HGT), Standard Life Private Equity, (SLPE), BMO Private Equity (BPET), Schiehallion (MNTN), Pantheon International (PIN) and others. The Money Makers circle is now up and running. It is a membership scheme tha

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: Third Point Investors (TPOU), Strategic Equity Capital (SEC), Hipgnosis Songs Fund (SONG), Mercantile Investment Trust (MRC), Henderson High Income (HHI), BlackRock Latin American (BRLA), Fundsmith Emerging Equities (FEET), Fidelity Japan Trust (FJV), Nipon Active Value (NAVF), Vietnam Holdings (VNH), VinaCapital Vietnam Opportunity Fund (VOF), Impact Healthcare REIT (IHR), Phoenix Spree Deutschland (PSDL), BH Global (BHGG) and BH Macro (BHMG), Pershing Square Holdings (PSH), and City Merchants High Yield (CMHY). 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 pr

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: Chrysalis Investments (CHRY), Digital 9 Infrastructure (DG19), BH Global (BHGG/BHGU), Octopus Renewables Infrastructure (ORIT), The Renewals Infrastructure Group (TRIG), Tufton Oceanic Assets (SHIP), J.P.Morgan Smaller Companies (JMI), Temple Bar (TMPL), Baillie Gifford Japan (BGFD), Henderson Eurotrust (HNE), India Capital Growth (IGC), J.P.Morgan US Smaller Companies (JUSC), Schroder Asian Total Return (ATR), BMO Private Equity (BPET), Princess Private Equity (PEY), Schiehallion Fund (MNTN), BMO Real Estate (BREI), PRS REIT (PRSR), Regional REIT (RGL),Target Healthcare REIT (THRL), BBGI Global Infrastructure (BBGI) and International Public Partnerships (INPP). The Money Makers circle is now up and running. It is a

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), Scottish Mortgage Trust (SMT), Blackrock Smaller Companies Trust (BRSC), International Biotechnology Trust (IBT), Strategic Equity Capital (SEC), Supermarket Income REIT (SUPR), Aberdeen Standard European Logistics Income (ASLI), JP Morgan Claverhouse (JCH), Smithson Investment Trust (SSON), Manchester and London (MNL), Baillie Gifford Shin Nippon (BGS), AVI Japan Opportunity (AJOT), Fidelity European Trust (FEV), Alliance Technology Trust (ATT), BioPharma Credit (BPCR), HG Capital Trust (HGT), Octopus Renewables Infrastructure (ORIT), US Solar Fund (USF), Hipgnosis Songs Fund (SONG). The Money Makers circle is now up and running. It is a membership scheme that offers listeners to

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 market recovery and some sharp moves in discounts. Trusts mentioned this week (with tickers) include: Scottish Mortgage Trust (SMT), Blackrock North American Income (BRNA), Aberdeen Standard European Logistics Income (ASLI), Chrysalis Investments (CHRY), Digital 9 Infrastructure, LXI REIT (LXI, Tritax Eurobox (EBOX), EP Global Opportunities (EPG), F&C (FCIT), J.P.Morgan Global Growth and Income (JGGI), Witan (WTAN), Aberdeen Smaller Companies Income (ASCI), Ashoka India Equity (AIE), European Assets (EAT), Jupiter US Smaller Companies (JUS), ScotGems (SGEM), Foresight Solar Fund (FSFL), Oakley Capital (OCI), Tritax Big Box (BBOX), Hipgnosis Songs (SONG). The Money Makers circle is now up and running. It is a membership scheme that offers listene

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 sell-off in technology and Chinese trusts, the UK Budget, index changes and the latest fundraisings. Trusts mentioned this week (with tickers) include: Scottish Mortgage Trust (SMT), City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Next Energy Renewables, Sequoia Economic Infrastructure (SEQI), The Renewables Infrastructure Group (TRIG), Tufton Oceanic Assets (SHIP), Alliance Trust (ATST), Mid Wynd International (MWY), Murray International (MYI), RIT Capital Partners (RCP), Ruffer Investment Company (RIC), Strategic Equity Capital (SEC), J.P.Morgan Emerging Markets (JMG), Pacific Horizon (PHI), BB Healthcare Trust (BBH), Blackrock World Mining (BWRM), Bluefield Solar Income (BSIF), Greencoat Renewables (GRP), Premier Miton Global

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 include: Black Rock Frontiers Investment Trust (BRFI), Troy Income and Growth (TIGT), Sequoia Economic Infrastructrue Income Trust (SEQI), Schiehallion Fund (MNTN), Target Healthcare REIT (THRL), Law Debenture (LWDB), JPMorgan Mid Cap Investment Trust (JMF), CC Japan Income and Growth (CCJI), Genesis Emerging Markets (GSS), Mobius Investment Trust (MMIT), TR European Growth (TRG), Herald Investment Trust (HRI), HICL Infrastructure (HICL), Polar Capital Global Financials Trust (PCFT), Riverstone Energy (REL), Pantheon International Private Equity Trust (PIN), Hipgnosis Songs Fund (SONG). 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 monthl

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, in

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

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 additi

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, tal

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 pre

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 availa

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 portfoli

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.

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 Pr

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),

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: Invesco Income Growth (IVI), Invesco Perpetual Select (IVPU), Jupiter UK Growth (JUKG), Downing Renewables and Infrastructure (DORE), Golden Prospect (GPM), Gore Street Energy Storage (GSF), Premier Miton Global Renewables (PMGR), The Renewables Infrastructure Group (TRIG), Lindsell Train (LTI), Monks (MNKS), Senceca Global Income and Growth (SIGT), BMO UK High Income (BHI), Chelverton UK Dividend (SDV), Odyssean (OIT), BMO Commercial Property (BCPT), BMO Real Estate Investments (BREI), Civitas Social Housing (CSH), Custodian REIT (CREI), Residential Secure Income (RESI), Tritax Eurobox (EBOX), Augmentum Fintech (AUGM), Hipgnosis Funds (SONG) and TwentyFour Income (TFIF). You can find more information, including rel

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: Alternative Credit Investments (ACI), Alternative Income REIT (AERI), Baillie Gifford China Growth (BGCG), Gulf Investment Fund (GIF), Gresham House Energy Storage (GRID), Schroder British Opportunities Trust (SBO), Schroder BSC Social Impact (SBSI), Aberdeen Standard Equity Income (ASEI), BMO Capital & Income (BCI), Troy Income and Growth (TIGT), Securities Trust of Scotland (STS), Baillie Gifford UK Growth (BGUK), J.P.Morgan Elect (JPE/JPEI), Aberdeen Japan (AJIT), Aberdeen New India (ANII), Baillie Gifford European Growth (BGEU), Templeton Emerging Markets (TEM), Utilico Emerging Markets (UEM), HICL Infrastructure (HICL), JLEN Environmental Assets (JLEN) and NextEnergy Solar (NESF), Invesco Enhanced Income (IPE),