Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Alastair Laing, CEO of CG Asset Management. Section Timestamps: 00:29 - Review of the week 03:38 - This week's guest 05:57 - Money Makers Circle 06:33 - Coming next week 07:02 - News and announcements 11:18 - Summary of results 14:40 - Q&A with Alastair Laing 15:07 - Reasons for poor performance 17:50 - Index linked performance 23:39 - The equity market 30:52 - Rising bond yields and the extent of derating 38:04 - Commercial property 41:05 - Consolidation in the alternatives sector 42:49 - Opportunities to bring in a discount 52:02 - Summarising CGT's position 54:14 - Close Trusts mentioned this week (with tickers): Scottish Mortgage (SMT), Seraphim Space (SSIT), LXi REIT (LXI), Supermarket Income REIT (SUPR), Capital Gearing Trust (CGT), ThomasLloyd Energy Impact (TLEI), US Solar Fund (USF), RM Infrastructure Income (RMII), Hipgnosis Songs Fund (SONG), Artemis