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203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)

203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)

Released Saturday, 23rd March 2024
Good episode? Give it some love!
203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)

203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)

203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)

203: Weekly Investment Trusts Podcast - with Andrew McHattie (23 Mar 2024)

Saturday, 23rd March 2024
Good episode? Give it some love!
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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 Andrew McHattie, editor of the Investment Trust Newsletter.

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

Section Timestamps:00:39 - Review of the week02:13 - This week's guest02:26 - Summary of news and results07:50 - Money Makers Circle09:01 - Q&A with Andrew McHattie09:20 - Making sense of recent developments13:05 - Scottish Mortgage Trust (SMT)18:45 - Witan Investment Trust (WTAN)23:15 - J.P.Morgan American (JAM)27:09 - Proposed Henderson merger28:45 - Digital 9 Infrastructure (DGI9)32:55 - Chrysalis (CHRY)35:58 - SDCL Energy Efficiency Income Trust (SEIT)38:45 - Literacy Capital (BOOK)40:15 - End of the ISA season47:38 - Close

Trusts mentioned this week (with tickers): 3i Group (III), Scottish Mortgage Trust (SMT), Hipgnosis Songs Fund (SONG), Tritax Big Box (BBOX), UK Commercial Property (UKCM), Urban Logistics (SHED), Abrdn Property Income (API), Custodian Property Income REIT (CREI), Home REIT (HOME), Fidelity European (FEV), Witan Investment Trust (WTAN), Literacy Capital (BOOK), J.P.Morgan Claverhouse (JCH), European Assets Trust (EAT), J.P.Morgan US Smaller Companies (JUSC), LMS Capital (LMS), Symphony International Holdings (SIHL), Tufton Oceanic Assets (SHIP), Baillie Gifford Japan (BGFD), Vietnam Holdings (VNH), PRS REIT (PRSR), Alliance Trust (ATST), J.P.Morgan Global Growth and Income (JGGI), J.P.Morgan American (JAM), Henderson Eurotrust (HNE), Henderson European Focus (HEFT), Digital 9 Infrastructure (DGI9), Hipgnosis Songs Fund (SONG), Chrysalis (CHRY), Schiehallion Fund (MNTN), Seraphim Space Investment Trust (SSIT), SDCL Energy Efficiency Income Trust (SEIT), Aberforth Smaller Companies Trust (ASL), BBGI Global Infrastructure (BBGI).

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 Brown Advisory US Smaller Companies (BASC). Future profiles include Rights and Issues (RIII) and Chrysalis Investments (CHRY). 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. The content of that email is also available for subscribers via the website.

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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