Sinopsis
Money Makers features the most important investors, economists and financial thinkers discussing the latest news and issues from the world of finance with Jonathan Davis.
Episodios
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Talking Trusts: Weekly Review with Simon Elliott (21 November 2020)
21/11/2020 Duración: 42minJonathan 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 J.P.Morgan Brazil (JPB), Murray Income (MUT), Standard Life Smaller Companies (SLS), UK Mortgages (UKML), BBGI Global Infrastructure (BBGI), Blackrock Throgmorton Trust (THRG), Bluefield Solar Income (BSIF), Gove Street Energy Storage (GSF), Manchester and London Investment Trust (MNL), Edinburgh Investment Trust (EDIN), Schroder Income Growth (SCF), Montanaro European Smaller Companies Trust (MTE), Personal Assets (PNL), Scottish Mortgage (SMT), Biotech Growth Trust (BIOG), International Biotech (IBT), International Public Partnerships (INPP), AEW UK REIT (AEWIU) and Schroder Real Estate (SREI). You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Associ
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Talking Trusts: Weekly Review with Simon Elliott (14 November 2020)
14/11/2020 Duración: 48minJonathan 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: Gabelli Value Plus + (GVP), Perpetual Income and Growth (PLI), Murray Income (MUT), Strategic Equity Capital (SEC), Baillie Gifford China Growth (BGCG), Blackrock Throgmorton (THRG), J.P.Morgan Global Core Real Assets (JARA), Gresham House Energy Storage (GRID), Round Hill Music Royalty (RHM), Hipgnosis Songs (SONG), Schroder British Opportunities, AVI Global Trust (AGT), Schroder Oriental Income (SOI), 3i (III), 3i Infrastructure (3IN), Capital Gearing Trust (CGT), HGCapital (HGT), Sequoia Economc Infrastructure (SEQI), Foresight Solar Fund (FSFL), US Solar (USF), Picton Property Income (PCTN), Regional REIT (RGL) and Urban Logistics (SHED). You can find more information, including relevant disclosures, at www.money-makers.co. O
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Talking Trusts: Weekly Review with Simon Elliott (07 Nov 2020)
07/11/2020 Duración: 55minJonathan 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), Gabelli Value Plus + (GCP), Pacific Horizon (PHI), Baillie Gifford China Growth (BGCG), Downing Renewables and Infrastructure (DORE), Hipgnosis (SONG), Round Hill Music Royalty Fund, Blackrock Smaller Companies (BRSC), Downing Strategic Micro-Cap (DSM), Edinburgh (EDIN), Fidelity Special Values (FSV), Value and Income (VIN), Scottish Mortgage (SMT), Henderson Far East Income (HFEL), Scottish Oriental Smaller Companies (SST), Apax Global Alpha (APAX), International Biotechnology (IBT), JZ Capital Partners (JZCP), Alternative Income REIT (AIRE), Civitas Social Housing (CSH), GCP Student Living (DIGS), Standard Life Property Income (SLI), J.P.Morgan Japanese (JPJ) and Montanaro Eur
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Talking Trusts: Weekly Review with Simon Elliott (31 October 2020)
31/10/2020 Duración: 48minJonathan 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 include: Alternative Income REIT (AIRE), Perpetual Income and Growth (PLI), Premier Global Infrastructure (PGIT), Troy Income and Growth (TGIT), UK Mortgages (UKML), Augmentum Fintech (AUGM), Sandford Deland UK Buffettology Smaller Companies, Montanaro UK Smaller Companies (MTU), Mid Wynd International (MWY), Aberdeen Standard Asia Focus (AAS), Aberdeen New Dawn (ABD), Aberdeen Dragon (DGN), Henderson International Income (HINT), J.P.Morgan Emerging Markets Income (JEMI), VinaCapital Vietnam Opportunity Fund (VOF), Bluefield Solar Income Fund (BSIF), GCP Infrastructure (GCP), Greencoat Renewables (GRP), Greencoat UK Wind (UKW), Next Energy Solar Fund (NESF), Gresham House Energy Storage (GRID), Custodian REIT (CREI), Ediston Property (EPIC), Picton P
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Talking Trusts: Weekly Review with Simon Elliott (24 October 2020)
24/10/2020 Duración: 52minJonathan 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: Aberdeen Diversified Income and Growth (AIG), Baring Emerging Europe (BEE), Gabelli Value Plus+ (GVP), J.P.Morgan European Growth/Income (JETG/JETI), Triple Point Social Housing (SOHO), Mercantile (MRC), Aberdeen New Thai (ANW), Blackrock Greater Europe (BRGE), Jupiter US Smaller Companies (JUS), Schroder Japan Growth (SJG), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), Empiric Student Property (ESP), Alliance Trust (ATST), Baillie Gifford Japan (BGFD), Odyssean (OIT) and Pacific Horizon (PHI). Also included is an explanation of how tender offers work. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on t
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Talking Trusts: Weekly Review with Simon Elliott (17 October 2020)
17/10/2020 Duración: 44minJonathan 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 this week include: Baillie Gifford China Growth Trust (BGCG), Fidelity China Special Situations (FCSS), J.P.Morgan China Growth and Income (JCGI), Murray Income (MUT), Perpetual Income and Growth (PLI), Premier Global Infrastructure (PGIT), Gresham House Energy Storage (GRID), SDCL Energy Efficiency Income (SEIT), Triple Point Energy Efficiency Infrastructure (TEEC), Invesco Perpetual UK Smaller Companies (IPU), J.P.Morgan Smaller Companies Investment Trust (JMI), Jupiter UK Growth (JUKG), Fidelity Asian Values (FAS), Aberdeen Standard Asia Focus (AAS), Tritax Big Box REIT (BBOX), GCP infrastructure (GCP), Gabelli Value Plus+ (GVP), Hipgnosis Songs Fund (SONG) and Round Hill Music Royalty Fund. You can find more information, including relevant discl
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Talking Trusts: Weekly Review with Simon Elliott (10 October 2020)
10/10/2020 Duración: 41minJonathan 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 include two current IPOs (Tellworth British Opportunities and Home REIT), Jupiter US Smaller Companies (JUS), Baring Emerging Europe (BEE), Gabelli Value Plus + (GVP), Perpetual Income and Growth (PLI), Merian Chrysalis (MERI), Supermarket Income REIT (SUPR), Aquila EuropeanRenewables (AERS/AERI), Baillie Gifford Japan (BGFD), Genesis Emerging Markets (GSS), Pacific Assets (PAC), TR European Growth (TRG), ICG Enterprise (ICGT), J.P.Morgan Multi-Asset (MATE), PRS REIT (PRSR) and Target Healthcare REIT (THRL); plus the latest market and share price movements over the week. You can find more information, including relevant disclosures, at www.money-makers.co. Producer: Ben Gamblin
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Talking Trusts: Weekly Review with Simon Elliott (03 October 2020)
03/10/2020 Duración: 49minIn the latest edition of our weekly investment trust podcast Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, discuss in order: Pacific Assets (PAC), Strategic Equity Capital (SEC), Troy Income and Growth (TIGT), Witan Pacific (BGCG), Greencoat UK Wind (UKW), Jupiter UK Growth (JUKG), Merian Chrysalis (MERI), Merchants (MRCH), Henderson Eurotrust (HNE), Ashoka India Equity (AIE), India Capital Growth (IGC), J.P.Morgan Emerging Markets (JMG), Pacific Horizon (PHI), Aberdeen Standard European Logistics (ASLI), BMO Commercial Property Trust (BCPY), BMO Real Estate Investments (BREI), Schroder European Real Estate (SERE), Triple Point Social Housing REIT (SOHO) and UK Public Private (SUPP), formerly Woodford Patient Capital, and Manchester and London (MNL). We also discuss the five trusts currently looking to raise money through Initial Public Offerings. You can find more information, including relevant disclosures, at
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Talking Trusts: Weekly Review with Simon Elliott (26 September 2020)
26/09/2020 Duración: 45minJonathan 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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Talking Trusts: Weekly Review with Simon Elliott (19 September 2020)
19/09/2020 Duración: 30minJonathan 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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Talking Trusts: Weekly Review with Simon Elliott (12 September 2020)
12/09/2020 Duración: 36minJonathan 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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Talking Trusts: Weekly Review with Simon Elliott (05 September 2020)
05/09/2020 Duración: 32minAfter 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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Talking Trusts Special - Investment Trusts Primer, Part 2 (22 August 2020)
22/08/2020 Duración: 28minIn 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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Talking Trusts Special - Investment Trusts Primer, Part 1 (15 August 2020)
15/08/2020 Duración: 41minIn 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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Talking Trusts: Weekly Review with Simon Elliott (08 August 2020)
08/08/2020 Duración: 41minJonathan 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 p
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Talking Trusts: Weekly Review with Simon Elliott (01 Aug 2020)
01/08/2020 Duración: 44minJonathan 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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Talking Trusts: Weekly Review with Simon Elliott (25 July 2020)
25/07/2020 Duración: 33minJonathan 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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Talking Trusts: Weekly Review with Simon Elliott (18 July 2020)
18/07/2020 Duración: 38minJonathan 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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Talking Trusts: Weekly Review with Simon Elliott (11 July 2020)
11/07/2020 Duración: 31minJonathan 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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Talking Trusts: Weekly Review with Simon Elliott (04 July 2020)
04/07/2020 Duración: 35minWe 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