Money Makers

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. Topics covered this week include: the annual review of the FTSE market indices, the ongoing BH Global/BH Macro merger, the latest fundraising news, Pershing Square's SPAC and results from around the investment trust sectors. Trusts mentioned this week (with tickers) include: BH Global (BHGG) / BH Macro (BHMG), Scottish Investment Trust (SCIN), Aquila Energy Efficiency (AEET/AEEE), UK Residential REIT, Edinburgh Worldwide (EWR), Odyssean Investment Trust (OIT), Aurora Investment Trust (ARR), BMO Capital and Income (BCI), Shires Income (SHRS), JPMorgan European Investment Trust (JETG/JETI), BlackRock Frontiers Investment Trust (BRFI), Triple Point Energy Efficiency Infrastructure (TEEC), Worldwide Healthcare Trust (WWH), Phoenix Spree Deutschland (PSDL), Schroder Real

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. Topics covered include: market worries about inflation, a full on scrap over the future of Third Point Investors and the latest successful IPO. Trusts mentioned this week (with tickers): Strategic Equity Capital (SEC), Odyssean Investment Trust (OIT), Gresham House Strategic (GHS), Third Point Investors (TPOU), Ashoka India Equity (AIE), DGI9 Infrastructure (DGI9), Acorn Income Fund (AIF), Taylor Maritime Investments (TMI, TMIP), Tritax EuroBox (EBOX), AVI Global Trust (AGT), Caledonia Investments (CLDN), Majedie (MAJE), BMO UK High Income (BHI), Edinburgh Investment Trust (EDIN), Lowland Investment Trust (LWI), Henderson European Focus Trust (HEFT), J.P.Morgan Asia Growth and Income (JAGI), Chrysalis Investments (CHRY), Harbourvest Global Private Equity (HVPE), HI

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 this week (with tickers) include: Acorn Income Fund (AIF), BH Global (BHGG) and BH Macro (BHMG), City Merchants High Yield (CMHY) and Invesco Enhanced Income (IPE), Cordiant Digital Infrastructure (CORD), Securities Trust of Scotland (STS), Aberdeen Standard Equity Income (ASEI), JPMorgan Elect (JPE/JPEI/JPEC), Capital Gearing Trust (CGT), JZ Capital Partners (JZCP), Baillie Gifford European Growth Trust (BGEU), Barings Emerging EMEA Opportunities (BEMO), JPMorgan China Growth and Income (JCGI), JPMorgan Japanese Investment Trust (JFJ), Schroder AsiaPacific Fund (SDP), Ecofin Global Utilities and Infrastructure (EGL), Electra Private Equity (ELTA), LXi REIT (LXi), Ediston Property Investment Company (EPIC), Tritax Eurobox (EBOX). Section Timestamps:

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. Topics this week include: inflation worries, the outperformance of the UK market, James Anderson’s farewell blast at Scottish Mortgage, the latest fund-raising news and some big trust names’ results. Trusts mentioned this week (with tickers) include: Strategic Equity Capital (SEC), Aquila Energy Efficiency, JLEN Enviornmental Assets (JLEN), Polar Capital Global Financials (PCFT), North Atlantic Smaller Companies (NAS), Scottish Mortgage Investment Trust (SMT), BlackRock Smaller Companies Trust (BRSC), Downing Strategic Micro-Cap (DSM), Finsbury Growth and Income (FGT), Schroder Income Growth Fund (SCF), 3i Group (III), 3i Infrastructure (3IN), JP Morgan Multi-Asset Growth and Income (MATE), NextEnergy Solar Fund (NESF), Octopus Renewables Infrastructure (ORIT), Polar

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 this week (with tickers) include: Baillie Gifford China Growth Trust (BGCG), JLEN Environmental Assets (JLEN), Liontrust ESG Trust, US Solar Fund (USFP), Aberdeen Latin American Income (ALAI), Schroder Oriental Income (SOI), Bluefield Solar Income Fund (BSIF), Apax Global Alpha (Apax), Alternative Income REIT (AIRE), Custodian REIT (CREI), Standard Life Investments Property Income (SLI), UK Commercial Property REIT (UKCM), Tritax Big Box REIT (BBOX), Hipgnosis Songs Fund (SONG), Round Hill MUSIC Royalty Fund (RHM). Section timestamps: 00:18 Overview of the week 02:43 Fundraising 20:00 Results 28:10 Results (property trusts) 38:02 Results (music royalty trusts) 41:41 Looking ahead 44:36 Money Makers Circle (Peter Hewitt) The Money Makers circle

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. Topics covered this week include the rebranding of a well known fund management house and the trend towards ESG. Trusts mentioned include: etc Trusts mentioned this week include: Abrdn, BH Global (BHGG), BH Macro (BHMG), Dunedin Income Growth (DIG), M&G Credit Income (MGCI), River and Mercantile UK Microcap (RMMC), Hipgnosis Songs Fund (SONG), Impact Healthcare REIT (IHR), Taylor Maritime Investments Ltd, Henderson International Income (HINT), Keystone Positive Change (KPC), Troy Income and Growth (TIGT), Aberdeen New Thai (ANW), Bailey Gifford China Growth Trust (BGCG), BlackRock Greater Europe (BRGE), Fidelity Asian Values (FAS), Vietnam Enterprise Investments (VEIL), Baker Steel Resources Trust (BSRT), ICG Enterprise Trust (ICGT), International Biotech (IBT), RTW

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 this week (with tickers) include: City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Invesco Income Growth (IVI), Gore Street Energy Storage Fund (GSF), Schiehallion Fund (MNTN), Polar Capital Global Financials (PCFT), UIL Ltd (UTL), Martin Curry Global Portfolio (MNP), Fidelity Special Values (FSV), Invesco Perpetual UK Smaller Companies (IPU), Acorn Income (AIF), Asia Dragon (DGN), Henderson Far East Income (HFEL), Aquila European Renewables Income (AERS), GCP Infrastructure (GCP), HarbourVest Global Private Equity (HVPE), NB Private Equity (NBPE), Standard Life Private Equity (SLPE), Third Point Investors (TPOU), Hybrid Tactile Credit Fund (HTCF), Boussard and Gavaudan (BGHL), BMO Commercial Property Trust (BCPT), UK Commercial Prope

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. Listener numbers continue to rise as the podcast enters its second year. We are grateful for your continued support and the enthusiastic and favourable response since launch. This week we reflect on another strong week for the equity markets, with Wall Street hitting new all-time highs and the FTSE 100 index reaching 7,000 for the first time in a long time. Trusts mentioned this week (with tickers) include: BH macro (BHMG/BHMU), BH Global (BHGG/BHGU), F&C (FCIT), Invesco Select (IOVP) and Invesco Income Growth (IVI), UIL (UTL), US Solar (USF), Merchants Trust (MRCH), Schroder British Opportunities (SBO), Aberdeen Standard Asia Focus (AAS), Middlefield Canadian income (MCT), North American Income Trust (NAIT), Scottish Oriental Smaller Companies (SST), Caledonia Inve

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. Topics covered this week include fundraising, style factors and the private equity sector. Trusts mentioned this week (with tickers) include: Strategic Equity Capital (SEC), Gore Street Energy (GSF), Impact Healthcare REIT (IHR), Jupiter Green (JGC), Aberdeen Asian Income Fund (AAIF), J.P.Morgan American (JAM), J.P.Morgan Global Emerging Markets Income (JEMI), Schroder Japan Growth (SJG), Impax Environmental Markets (JEM), Menhaden (MHN), Schroder UK Public Private (SUPP), Ediston Property Investment Company (EPIC), Princess Private Equity (PEY), HGCapital (HGT), Standard Life Private Equity, (SLPE), BMO Private Equity (BPET), Schiehallion (MNTN), Pantheon International (PIN) and others. The Money Makers circle is now up and running. It is a membership scheme tha

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 this week (with tickers) include: Third Point Investors (TPOU), Strategic Equity Capital (SEC), Hipgnosis Songs Fund (SONG), Mercantile Investment Trust (MRC), Henderson High Income (HHI), BlackRock Latin American (BRLA), Fundsmith Emerging Equities (FEET), Fidelity Japan Trust (FJV), Nipon Active Value (NAVF), Vietnam Holdings (VNH), VinaCapital Vietnam Opportunity Fund (VOF), Impact Healthcare REIT (IHR), Phoenix Spree Deutschland (PSDL), BH Global (BHGG) and BH Macro (BHMG), Pershing Square Holdings (PSH), and City Merchants High Yield (CMHY). The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional pr

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 this week (with tickers) include: Chrysalis Investments (CHRY), Digital 9 Infrastructure (DG19), BH Global (BHGG/BHGU), Octopus Renewables Infrastructure (ORIT), The Renewals Infrastructure Group (TRIG), Tufton Oceanic Assets (SHIP), J.P.Morgan Smaller Companies (JMI), Temple Bar (TMPL), Baillie Gifford Japan (BGFD), Henderson Eurotrust (HNE), India Capital Growth (IGC), J.P.Morgan US Smaller Companies (JUSC), Schroder Asian Total Return (ATR), BMO Private Equity (BPET), Princess Private Equity (PEY), Schiehallion Fund (MNTN), BMO Real Estate (BREI), PRS REIT (PRSR), Regional REIT (RGL),Target Healthcare REIT (THRL), BBGI Global Infrastructure (BBGI) and International Public Partnerships (INPP). The Money Makers circle is now up and running. It is a

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 this week (with tickers) include: BH Global (BHGG), BH Macro (BHMG), Scottish Mortgage Trust (SMT), Blackrock Smaller Companies Trust (BRSC), International Biotechnology Trust (IBT), Strategic Equity Capital (SEC), Supermarket Income REIT (SUPR), Aberdeen Standard European Logistics Income (ASLI), JP Morgan Claverhouse (JCH), Smithson Investment Trust (SSON), Manchester and London (MNL), Baillie Gifford Shin Nippon (BGS), AVI Japan Opportunity (AJOT), Fidelity European Trust (FEV), Alliance Technology Trust (ATT), BioPharma Credit (BPCR), HG Capital Trust (HGT), Octopus Renewables Infrastructure (ORIT), US Solar Fund (USF), Hipgnosis Songs Fund (SONG). The Money Makers circle is now up and running. It is a membership scheme that offers listeners to

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. Topics include the market recovery and some sharp moves in discounts. Trusts mentioned this week (with tickers) include: Scottish Mortgage Trust (SMT), Blackrock North American Income (BRNA), Aberdeen Standard European Logistics Income (ASLI), Chrysalis Investments (CHRY), Digital 9 Infrastructure, LXI REIT (LXI, Tritax Eurobox (EBOX), EP Global Opportunities (EPG), F&C (FCIT), J.P.Morgan Global Growth and Income (JGGI), Witan (WTAN), Aberdeen Smaller Companies Income (ASCI), Ashoka India Equity (AIE), European Assets (EAT), Jupiter US Smaller Companies (JUS), ScotGems (SGEM), Foresight Solar Fund (FSFL), Oakley Capital (OCI), Tritax Big Box (BBOX), Hipgnosis Songs (SONG). The Money Makers circle is now up and running. It is a membership scheme that offers listene

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. Topics include the sell-off in technology and Chinese trusts, the UK Budget, index changes and the latest fundraisings. Trusts mentioned this week (with tickers) include: Scottish Mortgage Trust (SMT), City Merchants High Yield (CMHY), Invesco Enhanced Income (IPE), Next Energy Renewables, Sequoia Economic Infrastructure (SEQI), The Renewables Infrastructure Group (TRIG), Tufton Oceanic Assets (SHIP), Alliance Trust (ATST), Mid Wynd International (MWY), Murray International (MYI), RIT Capital Partners (RCP), Ruffer Investment Company (RIC), Strategic Equity Capital (SEC), J.P.Morgan Emerging Markets (JMG), Pacific Horizon (PHI), BB Healthcare Trust (BBH), Blackrock World Mining (BWRM), Bluefield Solar Income (BSIF), Greencoat Renewables (GRP), Premier Miton Global

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 this week include: Black Rock Frontiers Investment Trust (BRFI), Troy Income and Growth (TIGT), Sequoia Economic Infrastructrue Income Trust (SEQI), Schiehallion Fund (MNTN), Target Healthcare REIT (THRL), Law Debenture (LWDB), JPMorgan Mid Cap Investment Trust (JMF), CC Japan Income and Growth (CCJI), Genesis Emerging Markets (GSS), Mobius Investment Trust (MMIT), TR European Growth (TRG), Herald Investment Trust (HRI), HICL Infrastructure (HICL), Polar Capital Global Financials Trust (PCFT), Riverstone Energy (REL), Pantheon International Private Equity Trust (PIN), Hipgnosis Songs Fund (SONG). The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthl

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. Topics include the latest fundraising and changes in the AIC sector classifications. Trusts mentioned this week (with tickers) include: BH Global (BHGG/BHGU), BH Macro (BHMG/BHMU), Jupiter UK Growth (JUKG), AVI Japan Opportunities (AJOT), CC Japan Income and Growth (CCJI), Chrysalis (CHRY), Cordiant Digital Infrastructure (CORD and CSRF), Greencoat UK Wind (UKW), LXI REIT (LXI), Tritax Eurobox (EBOX), Brunner (BUT), City of London (CTY), Diverse Income Trust (DIVI), Murray Income (MUT), Rights and Issues (RII) and Aberdeen Emerging Markets (AEMC). The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, in

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. Topics include the latest fundraising and a review of recent property sector updates. Trusts mentioned this week (with tickers) include: Alternative Credit Investments (ACI), Gabelli Value Plus + (GVP), Keystone (KIT), Strategic Equity Capital (SEC), Greencoast UK Wind (UKW), Hipgnosis Songs (SONG), Martin Currie Global Portfolio (MNP), SDCL Energy Efficiency Income (SEIT), Target Healthcare (THRL), Warehouse REIT (WHR), Blackrock Throgmorton (THRG), Henderson Opportunities Trust (HOT), Invesco Perpetual Select (IVPU, IVI), Invesco Income Growth (IVI)/IVPU), Blackrock North American Income (BRNA), Scottish American (SAIN), Civitas Social Housing (CSH), LXI REIT (LXI), Schroder European Real Estate (SERE). The Money Makers circle is a membership scheme that offers

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 this week (with tickers) include: Alliance Trust (ATST), Blackrock Frontiers (BRFI), Baillie Gifford China Growth (BGCG), Cordiant Digital Infrastructure (CORD), Digital 9 Infrastructure (DG19), NextEnergy Renewables (NREN), SDCL Energy Efficiency Income (SEIT), VH Global Sustainable Energy Opportunities (GSEO), Warehouse REIT (WHR), Aberforth Smaller Companies Trust (ASL), Blackrock Income and Growth (BRIG), Jupiter Emerging and Frontier Income (JEFI), Blackrock Energy and Resoruces Income (BERI0, Chrysalis Investments (CHRY) and ICH Enterprise (ICGT). The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additi

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 this week (with tickers) include: BH Global (BHGG), BH Macro (BHMG), J.P.Morgan Indian (JII), Schroder UK Public Private (SUPP), VH Global Sustainable Energy (GSEO), Cordiant Digital Technology (planned IPO), CC Japan Income & Growth (CCJI), Invesco Asia (IAT), J.P.Morgan Russian Securities (JRS), Henderson Smaller Companies (HSL), 3i Infrastructure (3IN), Greencoat UK Wind (UKW), M&G Credit Income (MGCI), BMO Managed Portfolio Growth (BMPG/BMPI), Oakley Capital Investments (OCI), Standard Life Private Equity (SLPE) and GCP Student Living (DIGS). For more information about the Money Makers circle, a new premium content offering, please visit money-makers.co/membership-join. This week: Hugh Sloane, founder of the hedge fund firm Sloane Robinson, tal

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 this week (with tickers) include: Jupiter Green (JGC), Jupiter UK Growth (JUKG), Keystone Investment Trust (KIT), River and Mercantile UK Micro Cap (RMMC), AVI Japan Opportunity (AJOT), Hipgnosis Sonds Fund (SONG), RTW Venture Fund (RTW), Baillie Gifford US Growth (USA), Bankers (BNKR), Ruffer Investment Company (RICA), Aberdeen Standard European Logistics Income (ASLI), Drum Income Plus (DRUM), Impact Healthcare (IHR) and Target Healthcare (THRL). We also discuss the outlook for the investment trust sector going into the New Year. Meanwhile the Money Makers circle is now up and running. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional pre