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202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)

202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)

Released Saturday, 16th March 2024
Good episode? Give it some love!
202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)

202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)

202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)

202: Weekly Investment Trusts Podcast - with Peter Spiller (16 Mar 2024)

Saturday, 16th March 2024
Good episode? Give it some love!
Rate Episode

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 Peter Spiller, manager of Capital Gearing Trust (CGT).

We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.

Section Timestamps:00:39 - This week's guest01:41 - Review of the week03:04 - Money Makers Circle03:29 - Summary of results04:37 - Corporate news and announcements06:32 - Q&A with Peter Spiller06:53 - Challenges in the investment trust sector11:52 - The importance of boards21:00 - The continuation vote mechanism25:46 - The IPO process, board composition, and board governance27:31 - Liquidity in alternative assets34:08 - An opportunity for investors36:38 - The UK market in general37:53 - Grounds for optimism38:43 - Close

Trusts mentioned this week (with tickers): Allianz Technology (ATT), Manchester and London (MNL), AVI Japan Opportunity (AJOT), Canadian General Investments (CGI), HgCapital (HGT), Schroder Asian Total Return (ATR), Henderson European Focus (HEFT), Henderson Eurotrust (HNE), Custodian Property Income REIT (CREI), Troy Income and Growth (TIGT), STS Global Income and Growth (STS), GCP Asset Backed Income (GABI), Scottish Mortgage (SMT), Capital Gearing Trust (CGT), Smithson (SSON), BH Macro (BHMG), NextEnergy Solar (NESF).

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. 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 premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook.

This week, as well as the usual features, the Circle features a profile of Majedie Investments (MAJE). Future profiles include Brown Advisory US Smaller Companies (BASC) and Rights and Issues (RIII). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts along with a new list of his favourite funds, and includes all the regular features available in the Circle.

For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our more than 200 podcasts since launch.

You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.

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