Money Makers

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week’s edition of the Money Makers Weekly Investment Trust podcast by Colette Ord, head of real asset research, and Andrew Rees, property director, both at Numis Securities. Section Timestamps: 0:00:28 - This week's guests 0:00:55 - Who's coming on in future weeks 0:01:29 - Review of the week 0:03:45 - Results summary 0:06:07 - Money Makers Circle 0:07:25 - Q&A with Colette Ord 0:08:06 - The year so far in infrastructure and renewable energy 0:09:35 - Gilt yields and spreads 0:14:42 - 3i Infrastructure (3IN) 0:20:54 - AT85 IPO 0:30:15 - Share buy-backs and Cordiant Digital Infrastructure (CORD) 0:35:58 - Divergence between sectors 0:40:29 - Octopus Renewables (ORIT) 0:43:09 - Q&A with Andrew Rees 0:43:28 - Overview of commercial property trusts 0:45:11 - This week's commercial property announcements 0:59:15 - Discounts across the commercial property sector 1:02:55 - The gap between gilts and dividends 1:04:38