182: Weekly Investment Trusts Podcast - with Andrew McHattie and others (28 Oct 2023)
In this week's extended edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Andrew McHattie, editor of the Investment Trusts Newsletter. You can also hear the final five short interviews from this year's AIC Investment Trust Showcase event. The first four of this series of nine interviews were featured in last week's podcast and the bonus edition released last Tuesday. 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 - This week's guests 0:01:53 - Review of the week 0:04:18 - Summary of results 0:06:56 - Money Makers Circle 0:07:26 - Q&A with Andrew McHattie 0:07:31 - Looking at the markets 0:12:13 - Hipgnosis Songs Fund (SONG) 0:19:09 - European Opportunities Trust (EOT) 0:25:50 - Digital 9 Infrastructure (DGI9) 0:31:28 - Greencoat UK Wind (UKW) 0:37:31 - Abrdn Diversified Income and Growth (ADIG) 0:41:57 - Pershing Square Holdings (PSH) 0:45:00 - Private equity 0:49:17 - Upcoming continuation votes and redemption offers 0:53:38 - AIC Investment Trust Showcase Interviews 0:53:55 - Nicholas Weindling (JP Morgan Japanese; JFJ) 0:58:05 - James de Uphaugh (Edinburgh Investment Trust; EDIN) 1:04:55 - Carlos Hardenberg (Mobius Investment Trust; MMIT) 1:13:53 - Gervais Williams (Diversified Income Trust; DIVI) 1:20:18 - Laura Elkin (AEW UK REIT; AEWU) 1:26:30 - Close 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 regular features, the Circle features a profile of Pacific Assets Trust (PAC). Future profiles coming soon includeBrunner Investment Trust (BUT) and Balanced Commercial Property Trust (BCPT). 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 over 180 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.