Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Marcus Phayre-Mudge, manager of TR Property (TRY), and James Dawes, finance director at 3i Infrastructure (3IN). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:02:08 - This week's guests 0:02:39 - Summary of results 0:04:09 - Money Makers Circle 0:04:59 - Q&A with Marcus Phayre-Mudge 0:05:59 - Early comments on Special Opportunities REIT (SOR) 0:11:39 - TR Property, the trust 0:18:16 - Opportunities in the sector 0:24:40 - Consolidation 0:31:48 - Discounts 0:37:15 - Potential impacts from the upcoming UK election 0:40:19 - Q&A with James Dawes 0:40:44 - Why 3i Infrastructure? 0:42:22 - A change in strategy 0:46:49 - The market for infrastructure 0:49:03 - Trends in the portfolio 0:50:33 - The discount 0:54:10