Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Marcus Phayre-Mudge, manager of TR Property Investment Trust (TRY), and Jon Forster, co-portfolio manager at Impax Environmental Markets (IEM) - a discussion available in full to subscribers to the Money Makers Circle. Section Timestamps: 0:00:29 - Review of the week 0:01:54 - This week's guests 0:02:55 - Summary of the week's results 0:05:39 - News and announcements 0:07:56 - Money Makers Circle 0:08:33 - Q&A with Marcus Phayre-Mudge 0:09:02 - Looking back at the 2022 sell-off 0:11:07 - Short-term worries 0:13:08 - The cost of money 0:15:38 - Has the market priced in all the bad things that might happen? 0:19:21 - Changes to the portfolio 0:25:25 - Ediston Property and consolidation 0:28:06 - Merger of LXi REIT (LXI) and Secure Income REIT (SIR), and smaller commercial property trusts 0:34:16 - Dividend cuts 0:41:23 - TR Property Trust and its dividend 0:45:3