Weekly Investment Trusts Podcast - with Andrew McHattie (29 Jul 2023)
In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to Andrew McHattie, editor of the Investment Trusts Newsletter. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:44 - This week's guest 00:57 - Review of the week 04:42 - Corporate news and announcements 09:51 - Summary of results 14:25 - Money Makers Circle 15:04 - Q&A with Andrew McHattie 15:15 - The current state of affairs 18:33 - Commercial property 25:17 - Consolidation and mergers 32:03 - Private equity 38:07 - UK smaller companies 43:49 - Close Trusts mentioned this week (with tickers): Abrdn Smaller Companies Income (ASCI), Boussard & Gavaudan (BGHL), HydrogenOne (HGEN), Digital 9 Infrastructure (DGI9), Abrdn New Dawn (ABD) / Abdrn Asia Dragon (DGN), Abrdn Smaller Companies Income (ASCI) / Shires Income (SHRS), Abrdn Diversified Income and Growth (ADIG), MIGO Opportunities Trust (MIGO), Home REIT (HOME), Taylor Maritime Investments (TMI), Invesco Asia (IAT), Henderson Diversified Income (HDIV), International Public Partnerships (INPP), Law Debenture (LWDB), BlackRock Throgmorton Trust (THRG), Target Healthcare REIT (THRL), AEW UK REIT (AEWU), Dunedin Income Growth (DIG), Murray Income (MUT), Abrdn Private Equity Oportunities (APEO), HG Capital Trust (HGCT), HarbourVest Global Private Equity (HVPE), ICG Enterprise (ICGT), Pantheon International (PIN), Odyssean Investment Trust (OIT), Rockwood Strategic (RKW), Triple Point Energy Transition (TENT), Seraphim Space Investment Trust (SSIT), Chrysalis Investment Trust (CHRY). 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 ICG Enterprise Trust (ICGT), followed next week by a profile of BlackRock Frontiers Investment Trust (BRFI). Jonathan will also be completing his reviews of various investment trust sectors over the coming days. 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 nearly 170 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.